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Private Wealth Operations Director
2 weeks ago
As a Private Wealth Operations Director at Apex, you will be responsible for the overall management of our private wealth operations. This includes coordinating and managing all administration functions relating to a specific group of clients.
You will review Net Asset Valuation (NAV) files, ensure accuracy and compliance with fund governing and regulatory procedures, and assist in the preparation and completion of audit processes. You will also be responsible for investor onboarding, including reviewing AML/KYC documents.
This role requires strong leadership skills, excellent communication skills, and a deep understanding of private wealth operations. You should possess a minimum of 8-10 years' experience in fund accounting and a professional degree in accounting or finance. Knowledge of e-Front is preferred.
We are looking for a motivated individual who is passionate about delivering exceptional results. If you are a strategic thinker with a proven track record of success, we encourage you to apply.
