Client Support Officer, Middle Office
  • Cape Town
  • Stonehage Fleming
Job Description

Description

Stonehage Fleming is one of the world’s leading independently owned family offices and the largest in Europe, Middle East and Africa (EMEA), as measured by its breadth of services, geographic reach and by assets under management.

The Group employs over 900 people in 17 offices in 14 jurisdictions around the world.

WORKING RELATIONSHIPS

This position reports to the Team Leader - Middle Office Client Support in South Africa. The role involves close and regular interaction with all members of the Client Support Department.

OVERALL PURPOSE

The individual will fully support the Corporate Services teams in ensuring data entry respects Stonehage Fleming's standards, accuracy, confidentiality of information recorded and undertake various projects.

LI-DNI

Key ResponsibilitiesPRINCIPAL ELEMENTS & ACCOUNTABILITIES

  • Collect, update and maintain client static data in our in house integrated system
  • Undertake and coordinate data cleansing exercises
  • Keep procedures / checklists up to date for the various data entry we perform and all tasks related to Terms and Conditions
  • Various projects depending on Corporate Services’ and Client Support needs
  • Provide general administrative support and be responsible for filing
  • Communication with external parties, such as registered agents

QUALIFICATIONS AND EXPERIENCE

  • National Diploma / Higher Certificate / Further studies that can be beneficial to the financial industry
  • At least 2 to 3 years of experience in an administrative position
  • Experience working for a fiduciary services provider and / or STEP qualification would be advantageous

SKILLS

  • Good Microsoft Office skills (Word and Excel)
  • Meticulous attention to detail
  • Organisational skills with the aptitude to stay focused on assigned tasks
  • Ability to keep confidentiality with regards to client matters

This job description is a guide to the principal, current duties of the role. It does not form part of the contract of employment / secondment.

Education LevelHigh School or EquivalentExperience LevelMid LevelBenefits

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