Shareholder Administrator (Transfer Agency/Investor Services)

About the Role

At Bolder Group, we take pride in our dynamic and forward-thinking approach, committed to delivering exceptional business support that enhances client satisfaction. Our mission is to streamline operations and elevate service delivery to address the diverse needs of our clients. We are currently in search of a meticulous and proactive Shareholder Administrator to join our team—someone ready to contribute to our continued success and uphold our high standards of service excellence.

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...