Sr. Shareholder Administrator - Transfer Agent/ Investor Services

Join Our Dynamic Team at Bolder Group!

We are seeking a Sr. Shareholder Administrator (KYC / AML / Transfer Agency/ Investor Services) 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.

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 would be an advantage

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

• 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: INFINITY8 Reserve TRX - Level 23, Menara Exchange 106, Lingkaran TRX, Tun Razak Exchange, 50400 Kuala Lumpur. 

• 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:

• Working at Bolder

  • https://careers.boldergroup.com/working-at-bolder

  • https://careers.boldergroup.com/how-we-hire

• Bolder Group Identity

  • https://boldergroup.com/about-bolder-group/