Middle Office - Client Services - CPT at Stonehage Fleming

WORKING RELATIONSHIPS

This position reports to the Team Leader Middle Office - South Africa. The role involves close interaction with the Relationship Management, Investment Management, Client Reporting, Business Systems Support, Finance, and Compliance departments, as well as colleagues within the greater Stonehage Fleming Group.

OVERALL PURPOSE

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

Key Responsibilities    
PRINCIPAL 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 the needs of the business
• Provide general administrative support and be responsible for filing

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