Client Onboarding and KYC - Operational Reporting Specialist
Client Onboarding and KYC - Operational Reporting Specialist
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Job Description
The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally service locally and provide crossjurisdictional services. With our clients at the heart of everything we do our hardworking team has successfully delivered on an unprecedented growth and transformation journey and we are now represented by over circa 13000 employees across 112 offices career with us should reflect your energy and passion.
Thats 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 well 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 industrychanging realities.
For our business for clients and for you
Job Summary:We are seeking a highly skilled and motivated Operational Reporting Specialist to join our dynamic Operations team. The ideal candidate will have extensive experience with Microsoft tools particularly PowerBI SharePoint MS Excel and MS Lists. They will be capable of not only using these tools but also understanding and interpreting business requirements. This role requires a proactive individual who can think independently and contribute to the continuous improvement of our reporting processes.
Key Responsibilities:
- Develop maintain and enhance operational reports and dashboards using PowerBI SharePoint MS Excel and MS Lists.
- Collaborate with various departments to gather and understand business requirements and translate them into effective reporting solutions.
- Analyze data to identify trends patterns and insights that can drive business decisions.
- Ensure data accuracy and integrity in all reports and dashboards.
- Manipulate and transform data to create meaningful and actionable insights.
- Provide training and support to team members on the use of PowerBI SharePoint MS Excel and MS Lists.
- Continuously seek opportunities to improve reporting processes and tools.
- Respond to adhoc reporting requests and provide timely and accurate information.
Skills Required:
- Proven experience with Microsoft PowerBI SharePoint MS Excel and MS Lists.
- Strong analytical and problemsolving skills.
- Proficiency in data manipulation and transformation.
- Dataoriented mindset with a keen eye for detail.
- Ability to understand and interpret business requirements.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Detailoriented with a focus on data accuracy and quality.
Qualifications and Experience:
- Bachelors degree in Business Information Technology or a related field.
- 915 years of relevant experience in an operational reporting role.
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.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
