Senior Manager - Corporate Trusts

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

Report to:
Senior Vice President – Corporate Solutions Business Unit:
Corporate Solutions Department:
Capital Markets Full time Permanent

Location:

London

Role Purpose Apex Group is seeking a Senior Manager, Corporate Trusts & Escrow Services to lead a small team and directly manage a portfolio of corporate structures, escrows, commercial trusts, and process agent appointments. The ideal candidate will take direct responsibility for the end-to-end client lifecycle from initial take-on and KYC onboarding to operational servicing and capital distributions. This role requires an agile individual with the ability to prioritise workflows, meet transactional timelines, and collaborate across departments to deliver outstanding service and contribute to strengthening our market reputation.

• Manage, coach and develop team members to enable them to maximise their contribution to the business
• Co-ordinate client work with team members, determining priorities and forward planning
• Monitor transaction execution and documentation to ensure flawless service delivery and compliance with operational risk parameters
• Set clear, realistic objectives for the team and assess team and individual performance by regular reviews and annual appraisals
• Directly manage a portfolio of clients including the take-on of new transactions in accordance with established procedures and Company policies, including evaluating, commenting on and approving the form of documents, specifically trust deeds, escrow agreements and notices and circulars
• Co‑ordinating and ensuring the carrying out of all client due diligence (KYC) and ensuring that all appointments comply with reporting requirements under FATCA, CRS and AEOI
• Ensuring that the team’s day to day administration is carried out within the framework of the relevant governing trust deed or agreement and, where appropriate, regulatory legislation
• Approving tax returns and VAT calculations ensuring that payments of tax are effected as and when due and reviewing annual accounts prepared by Operators / Accountants prior to audit
• Considering proposals affecting the rights, protections and remedies of Beneficiaries by interpretation and application of provisions of trust deeds, liaising with the Issuer/Operator and Trustee’s solicitors, as appropriate
• Oversee the timely completion of annual reviews, accurate client billing, and strict adherence to internal controls
• Developing a strong working relationship with clients, law firms, investments banks and other industry professionals

• Report any identified issues and risks, including legal/regulatory matters and client complaints, to senior management promptly
• Ensure that all compliance and…