Shareholder Administrator (Transfer Agency/Investor Services)

About the Role:

At Bolder Group, we take pride in our dynamic and forward-thinking approach, committed to delivering exceptional business support that enhances client satisfaction. Our mission is to streamline operations and elevate service delivery to address the diverse needs of our clients. We are currently in search of a meticulous and proactive Shareholder Administrator to join our team—someone ready to contribute to our continued success and uphold our high standards of service excellence.

Key Responsibilities:

• Reviewing and processing of all KYC/AML-related information of our clients’ new investors in our system (Mantra).

• Ensuring that all KYC/AML-related information of the existing investors is up to date, including periodic checks and risk assessments.

• Communicating with colleagues and clients via email and telephone about the files you are handling.

• Assisting with all screenings of our databases.

• Assisting with all required reporting (FATCA, CRS, Proof of Information).

• Setting up and reviewing new investors in Mantra.

• Processing investor transactions and generating contract notes and investor statements.

• Mentoring junior team members and assisting the team leader.

• Any other tasks that may be assigned from time to time.

Job Requirements:

• Diploma or bachelor’s degree in accounting, finance, or a business-related area will be an additional asset.

• Relevant shareholder service experience in Hedge Funds (preferred) or Private Equity Funds will be an advantage.

• Preferably with at least 2 years of experience in Transfer Agency or Investor Services.

• Excellent working knowledge of MS Office.

• Strong written and verbal communication skills.

• Proficient in verbal and written English.

• Proficiency in Mantra will be an advantage.

• Client-oriented, solution-driven, whilst adhering to internal policies and procedures.

About the Company:

• Develop professionally within a dynamic and growing organization.

• Work in a global team with diverse challenges.

• Excellent working environment with international exposure.

Work Location and Setup:

• Hybrid Arrangement: Work from home two days a week; on-site three days a week.

• Work Hours: Standard business hours (Monday to Friday, 9:00 AM - 6:00 PM).

• Office Location: Suite 23.01, Level 23, Menara Exchange 106, Lingkaran TRX, Tun Razak Exchange, 55188, Kuala Lumpur, Malaysia