Fresh Jobs at Stonehage Fleming

OVERALL PURPOSE

• To provide practical assistance, support and advice to Relationship Managers associated with trusts, companies administration and trustees on compliance related matters and as far as permissible by regulation, assume the responsibility for all interaction for ‘First Line of Defence’ and for liaison with Risk and Compliance where required.

PRINCIPAL ELEMENTS & ACCOUNTABILITIES
Working with Relationship Managers, Relationship Manager assistant and Business Heads to build and strengthen the relationship with Risk and Compliance 
In respect of compliance matters, to act as the First Line of Defence for the Relationship Managers and Business Heads and as their liaison with the Second Line of Defence, i.e. Risk and Compliance Compliance and occasionally with Audit on the Third Line of Defence. This includes client risk reviews, such as: 

• Review and manage any records relating to conflicts of interest, breaches, complaints and operational incidents
• Record and monitor exceptions, recommendations and any other regulatory matters requiring resolution
• Prepare new (i.e. 120 days review) / existing (i.e. AML file review) periodic risk review and approve where required. This includes seeking additional information and documentation when not provided, obtaining KYC/CDD
• Report any material risk matters to Risk and Compliance and assisting in addressing and mitigating
• Undertake RiskScreen checks and Google searches, periodic review and transaction monitoring on clients
• Provide effective training /refresher training to Relationship Managers and business heads on compliance and AML/CFT matters, and assisting with new employee inductions and ongoing staff development
• Review and develop the technical and compliance skills of Front Office employees to ensure they meet both the current and future needs of the business
• Assist the Relationship Manager through their AML review and performing the Risk Screen pro checks
• Work in collaboration with the Relationship Manager to ensure that the New Business Approval Committee and the on-boarding workflows are correctly updated, profile properly captured, risk assessment conducted and proper CDD collected. Coordinate with regional BCOs in respect of cross border business. 
• Ensure that the Data Base is updated where any EDD/SDD is applied or if any PEP/EP connection is identified at the time of on-boarding or during the lifecycle of the client. Being able to extract any report on these items upon request by the Regulator and/or Risk & Compliance
• Support the relevant regulatory board(s) in the collation of all data required in relation to the submission of information for the purposes of jurisdictional regulatory data requests 
• Maintain and streamline the Front Office section of the Hub, ensuring all processes, guidance notes and policies and procedures are available and kept updated
• Consider the impacts of new and existing laws, regulations, and compliance and other risks and their advised effects on Middle Office policies, procedures and processes. Inform relevant business heads and operation heads of such changes
• Liaise with Group Head BCO’s in any cross border AML/CFT issues / suggestions for improvement to Group AML/CFT processes
• Attend the monthly Center of Excellence BCO meeting

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• We are seeking a skilled and proactive Cloud Engineer to join our IT team. In this role, you will be responsible for managing, securing, and optimizing our Microsoft 365 and Azure environments. You will work across core services including Entra ID (formerly Azure AD), Intune, Microsoft Defender, and a range of Azure IaaS and PaaS solutions. 
• The position reports to the Director of Infrastructure & Security and is based in Cape Town. Other working relationships include all members of the IT team, all users’ worldwide and external suppliers.

OVERALL PURPOSE
The overall purpose of this position is to:

• Administer and support Microsoft 365 services, including:
• Entra ID (identity and access management)
• Intune (mobile device and endpoint management)
• Microsoft Defender (endpoint security and threat protection)
• Exchange Online and Teams (emails and unified communications)
• SharePoint Online (productivity and collaboration)
• Design, deploy, and manage Azure services such as virtual machines, storage, networks, and VPNs
• Develop and maintain Azure platform services such as App Services, Azure SQL, Functions, and Logic Apps
• Ensure security, compliance, and governance across all Microsoft cloud services
• Automate processes using PowerShell, Azure CLI, ARM/Bicep templates
• Monitor system health and performance using tools like Azure Monitor and Log Analytics
• Collaborate with internal stakeholders to support cloud initiatives and resolve incidents
• Manage and support hybrid identity management, including SSO and Conditional Access
• Maintain comprehensive documentation and provide training or support when needed
• Participate to the resolution of complex problems

QUALIFICATIONS AND EXPERIENCE

• Qualified to graduate level
• Minimum 3 years’ experience with Security incident handling
• Experience in a SOC is an advantage
• Certifications such as GCIH, GSEC, GCFA highly valued
• Certifications such as CCNA and MCSA an advantage

SKILLS

• Good experience with email and alerts/incident investigation
• Proficient in Microsoft 365 technologies: Entra ID, Intune, Microsoft Defender
• Strong hands-on knowledge of Azure services (IaaS/PaaS)
• Solid scripting and automation experience (PowerShell, Azure CLI)
• Solid knowledge of identity and access management, MFA, and Conditional Access
• Knowledge of cloud networking, firewalls, and VPN configurations
• Understanding of security best practices (Zero Trust, compliance, encryption)
• Experience with monitoring and troubleshooting in Microsoft cloud environments
• Ability to implement and maintain Infrastructure as Code (ARM, Bicep, Terraform)
• Good knowledge of general IT systems and TCP/IP networking

COMPETENCIES AND BEHAVIOURS

• Good communications skills
• Highly organized and able to collaborate with virtual teams
• Strong interests in hybrid infrastructures and Microsoft 365 and Azure technologies
• Proven analytical and problem-solving abilities
• Takes proactive initiatives in identifying improvements and anticipating potential issues
• Maintains a strong focus on protecting systems, data, and users
• Keeps up with the evolving Microsoft ecosystem and cloud trends
• Prioritizes service excellence and supports end-user needs
• Stays composed and solution-focused in high-pressure or fast-changing environments
• Takes full responsibility for deliverables and drives tasks to completion

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MAIN DUTIES INCLUDE:

• Answering telephone calls for relevant staff members and noting messages
• Act on behalf of the Senior CRM, screening, directing and actioning inbox correspondence, liaising with any relevant teams, person to action in pursuit of addressing diary priorities
• Provide extensive diary and inbox management along with call and meeting scheduling
• Maintain calendars of relevant staff members within the team and set up meetings with staff members and clients
• Point of contact for offshore colleagues – assist with any requirements
• Assist marketing department with marketing requirements
• Assist at times with various client work, as instructed by directors 
• Act as the point of contact among executives, employees, clients and other external partners
• Manage information flow in a timely and accurate manner
• Track daily expenses and prepare weekly, monthly or quarterly reports
• Oversee the performance of other clerical staff
• Act as an office manager by keeping up with office supply inventory
• Format information for internal and external communication – memos, emails, presentations, reports
• Minute taking
• Organize and maintain the office filing system
• The management of the Investment Management team’s CPD points
• Assisting with the management of the office head’s administration – expense claims, certificates and information ordering gifts for clients, delivery of documents
• Ensuring the office head is kept up to date with any information relating to clients, which can have an impact on the client relationship
• Assisting with QR commentaries and reviews
• Preparation of Review packs
• Ensure meeting are well prepared and catered for
• To pro-actively anticipate anything that could be required for example when unforeseen things come up
• Assist in reception when needed
• Assisting with client functions (sending invitations on behalf of Partner, arranging catering and setting up of boardrooms etc.)
• Maintain catering supplier list for meetings and events

TRAVEL ARRANGEMENT DUTIES:

• Liaising with a third party provider to facilitate the scheduling of flights and accommodation for staff members within Stonehage Fleming.

QUALIFICATIONS AND EXPERIENCE

• Work experience as an Executive Assistant, Personal Assistant or similar role
• Excellent MS Office knowledge
• Outstanding organizational and time management skills
• Familiarity with office gadgets and applications (e.g. e-calendars and copy machines)
• Excellent verbal and written communications skills
• Discretion and confidentiality
• Understanding of the finance industry
• Previous experience in the Professional Services environment in a similar role advantageous. Secretarial diploma or occupational certificate advantageous

COMPETENCIES AND BEHAVIOURS

• Excellent at building, maintaining and managing strong relationships across the business
• Confident engaging with stakeholders at all levels
• Able to make decisions, take ownership and accept accountability
• Working in a fast-paced environment, with the ability to make changes in the moment to deliver
• Resourcefulness and an ability to solve problems
• Excellent organising and planning skills
• Action orientated - can identify and work to clear priorities, manage time and resources effectively
• Pro-active and have a great attention to detail
• Strong organisational skills, with an ability to manage your own workflow and that of a team
• Working in collaboration and inspiring a team to deliver exceptional customer experience
• Demonstrates drive and enthusiasm for personal development