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  • Posted: Sep 22, 2025
    Deadline: Not specified
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    Stonehage Fleming clients are defined by their purpose and ambition rather than by simple measures of current wealth. Whatever the stage of their financial life story, they have in common a need for high quality strategic advice and planning, operational support and execution. To meet their needs we are able to draw on a rich array of in-house experience ...
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    Middle Office Officer

    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.

    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

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    Method of Application

    Interested and qualified? Go to Stonehage Fleming on jobs.dayforcehcm.com to apply

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