Company description

Apex Group Ltd ("Apex" or "the Group"), established in Bermuda in 2003, is a global financial services provider. With over 80 offices worldwide and 12,000 employees in 38 countries, Apex delivers an expansive range of services to asset managers, financial institutions, private clients, and family offices. Apex's purpose is to be more than just a financial services provider. The Group is committed to driving positive change to address three core areas: the environment and climate change, women's empowerment and economic independence, and education and social mobility. Life at Apex isn't just about the work you do. It's about embracing the culture and loving what you do. Every employee plays a part in making Apex who we are today, and the more we grow, the more impor…

More about Apex Corporate Services

We are currently looking for a CoSec/ Legal officer (m/f/d) to support our operations in Luxembourg. This is a fixed term assignment ending on 31 July 2027.

Key responsibilities

Assist with managing a client portfolio including all aspects of administration & company secretarial matters
Working with the Manager and Director to ensure the planning, coordination and completion of all regulatory obligations and administration requirements within strict deadlines for a portfolio of entities, including Luxembourg corporate and regulatory filings, stock exchange listing requirements and working with the accountants to ensure client reporting deadlines are met
Preparation and implementation of customer specific procedures in relation to administration and reporting requirements for each entity
Assist the accountants in respect of the planning and coordination of audits and filing of annual statutory financials statements
Ensure that responsibilities are managed effectively and to agreed client, best practice, regulatory and statutory deadlines
Build detailed understanding of client portfolios, entity specific requirements and applicable statutory regulations/requirements
Liaise with lawyers and clients with regards to reviewing transaction documents
Manage bank account openings and coordinate AML/KYC requests around the entity portfolio
Arrange and attend board meetings, prepare minutes and maintain other appropriate records and logs
Responsibility for all financial aspects of the client relationships, including: monitoring of WIP, billing process, monitoring/chasing the timely settlement of invoices
Manage and review payment transactions for your client portfolio
Any other duties in the scope of the role that the company requires.

General Tasks

Build key relationships with clients, respond swiftly to client requests and manage client expectations
Liaise with third parties such as lawyers, auditors, bankers, tax advisors and alternative investment fund managers as required
Liaise with customers and agents in respect of both scheduled and ad-hoc transactions
Performing cash management and reviewing bank payments
Assisting the transaction management process for transactions such as new fund investments, fund distributions or listed debt instruments
Responsibility for annual reviews, compliance and risk reviews and client due diligence for all clients within portfolio

Skills / experience

Bachelor or Master degree in Business Administration, Finance or equivalent studies
Professional ICSA (or equivalent) qualification would be an asset
Minimum of 2 years’ experience in the (Luxembourg) finance industry
Excellent communication and organisation skills
An understanding of Luxembourg statutory laws and other related legal and regulatory requirements (e.g. anti-money laundering laws and regulations)
Excellent organizational skills and interpersonal skills for a high degree of client interaction and the promotion of client interaction within the business
Ability to plan effectively with strong deadline orientation
Proactive and problem-solving approach to client servicing
Fluent in English is a requirement, French or German language skills will be considered as an advantage