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 /