PRINCIPAL ELEMENTS & ACCOUNTABILITIES:
Provide administrative support to the Family Office Team on allocated clients, including but not limited to the preparation of banking, investment, formation and termination forms, internal and external reports, instructing payments, monitoring debtors, and obtaining compliance when necessary
Providing client servicing support to one or more Client Relationship Manager(s) and their clients
Supporting the CRM team in undertaking the preparation of data and presentation packs for client meetings
Capturing new client information and completing onboarding processes
Receiving internal queries and resolving / escalating as required
Liaising with other parts of the Stonehage Fleming group and with third parties to co-ordinate the implementation of client requirements. This would include lawyers, accountants, banks, insurance brokers, etc.
Work alongside Junior CRM’s to plan and organise work flow and calendars with CRMs
Gathering information from clients, internal contacts and other providers
Preparation of client correspondence
Support ongoing client monitoring including client reviews and fee queries
Ensure compliance with group principles, all regulatory requirements and standards
Inputting, analysing and maintaining client and prospect data
Such other duties as Family Office may from time to time reasonably require, including ad hoc projects
QUALIFICATIONS AND EXPERIENCE:
Educated to degree level
Good general knowledge of wealth management and/or wealth planning structures
Experience of having worked in an administration capacity, for a financial services business desirable
SKILLS:
Technical or practical knowledge of Financial services– a plus
Multi-horizon experience / international background – a plus
Pro-activity and ability to work independently with little guidance
Excellent Microsoft Office skills
Fluent English; French - a plus
Please kindly submit your CV in English. Note we will only respond to candidates matching the requirements of this role
jid854e860a jit0208a