Transfer Agency Specialist

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Superannuation Business Support

Process – Review & Data Team

Location - Gurugram

Apex Group is inviting applications for the following position based in our Gurugram (GGN) office. This is a hybrid role that requires four days per week in the office.

The successful candidate will support the Business Services teams across the Pacific region and play a key role in the preparation of financial statements, account reconciliations, testing activities, and pension administration processes. The role demands exceptional attention to detail, strong analytical and problem-solving abilities, and the capability to manage multiple priorities while ensuring accuracy, compliance, and adherence to regulatory standards.

Key duties and responsibilities

• Responsible for day-to-day management of activities on operations floor
• Proven experience in financial statement processing, pension administration, or related fields.
• Strong knowledge of pension fund operations, benefit calculations, and regulatory requirements.
• Proficiency in data reconciliation, testing methodologies, and quality assurance practices.
• Excellent organizational skills with the ability to manage multiple tasks and deadlines.
• Strong communication skills for liaising with internal teams, vendors, and stakeholders.
• Familiarity with statement generation systems, PDF tools, and data extraction techniques is preferred.
• Ensure team performance as per agreed standards (SLA)
• Client communications and reviews
• Daily/Weekly SLA monitoring and discussion
• Effective/Accurate reporting skills
• Providing timely updates to management and onshore counterparts

Job Description:

• Statement Preparation & Fulfilment:
  Generate, review, and process financial and pension statements. Manage printing, emailing, batching, and reconciliation of statement delivery. Handle amendments, withholding, and transaction mapping.
• Testing & Quality Assurance:
  Perform testing of statements, data integrity, and system outputs in UAT and live environments. Conduct member selection, projection validation, PDF comparisons, and email template checks.
• Data Management & Reconciliation:
  Reconcile members' statements by merging duplicates and renaming files as needed, then upload all statements to the web platform for secure access by members and the customer-facing team
• Process Improvement & Documentation:
  Maintain testing workbooks and project plans. Collaborate with teams to improve processes and resolve issues.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.