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Sr. Shareholder Administrator - Transfer Agent/ Investor Services

  • On-site, Hybrid
    • Kuala Lumpur, Malaysia

Job description

Join Our Dynamic Team at Bolder Group!

We are seeking for Sr. Shareholder Administrator (KYC / AML / Transfer Agency/ Investor Servies) to join and support our growing team. You will be working alongside a group of experienced and amiable industry professionals. If you're a passionate solution driven self-starter, Bolder Group is a perfect place to grow your career.


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

Ideal experiences and competencies:

  • Diploma or Bachelor’s Degree in Accounting, Finance or Business-related area would be an additional asset.

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

  • Preferably with at least 2 years' experience in Transfer Agency or Investor Servies

  • Excellent working knowledge of MS Office.

  • Strong written & verbal communication skills.

  • Proficient in verbal and written English

  • Proficient 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

Location & Work Setup:

  • Location: Oval Damansara (685, Jln Damansara, Taman Tun Dr Ismail, 60000 Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, Malaysia)

  • Hybrid work arrangement (2 days of work from home, 3 days on-site)

  • Regular business hours (Monday to Friday, 9am to 6pm)

If you're interested in learning more about our team, please visit our page:

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