Job Vacancies at Stonehage Fleming

OVERALL PURPOSE

• The role forms part of the Family Office department where you will advise UHNW wealth creators and their families, in the management of their financial affairs. You will work alongside the senior advisory team with the goal to later take over and manage clients of your own. The role requires the ability to manage numerous concurrent and differing projects at any given time, to work well in a team and to build and maintain client relationships whilst maintaining efficiency, quality and accuracy of work produced. This position is based in the Johannesburg Office.

BACKGROUND TO STONEHAGE FLEMING

• Stonehage Fleming is the leading multi-family office in the EMEA region, with offices in 19 jurisdictions around the world. Stonehage Fleming has over 40 years of experience dealing with wealthy families. We have learned from their successes and failures, helping us apply these fundamentals to other wealthy families. The cornerstone of the Family Office service is the strategic guidance and planning towards achieving long term family objectives.

Key Responsibilities    
WORKING RELATIONSHIPS

• The primary role involves working closely with Directors in the Family Office on their specific clients. In addition, the role involves close and regular interaction with all members of the Family Office, Client Execution and Investment teams locally as well as with other service areas in other jurisdictions within the greater Stonehage Fleming Group. The interaction will require significant and increasing direct contact with clients. It also involves interaction with numerous external business contacts, including investment managers, banks, lawyers and property managers.

PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

• To be part of a two person Family Office team on each client primarily supporting more experienced Directors
• Building and maintaining long term business relationships with clients in order to become the first point of client contact over time
• Preparation and analysis of Family Office presentations, packs and reports
• Regular Client meetings along with pre-meeting preparation and post- meeting follow up
• Structuring of trusts and companies and take-on of existing entities
• Liaising with 3rd party service providers and with various business contacts, including banks, investment houses, lawyers and other professionals
• Review of financial accounts prepared by accountants
• Assistance with client foreign exchange transactions
• Setup and review of client investment portfolios in conjunction with the Investment Team
• Requesting execution of investments and related follow up
• Review of individual, company and trust tax returns
• Management of cash balances, payments and receipts
• Proactively addressing ad hoc client requests
• Any other ad-hoc duties which may be required from time to time

QUALIFICATIONS AND EXPERIENCE

• BCom, BBusSci or related degree
• Chartered Accountant with 0-3 years post articles experience

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OVERALL PURPOSE

• The primary purpose of this role is to to provide a hands-on professional service to corporate clients. The role will include supporting or managing client relationships on a day-to-day basis, project management support for client transactions, coaching more junior members of the team and ensuring that all client deliverables are met in a timely manner.
• The clients’ portfolio spans over most asset classes with our core focus on family office / ultra-high net-worth / entrepreneurial clients primarily investing in real estate, capital markets and private equity (regulated and unregulated structures).

WORKING RELATIONSHIPS

• The incumbent works within the Corporate Services area and reports to the Manager Corporate Governance and Secretarial Services, based in Cape Town.

Key Responsibilities    
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

    Administration responsibilities

•  Working with Customer Relationship Managers in the broader Corporate Services team, provide support in the management and co-ordination of all client related matters (e.g.: corporate transactions such as incorporations, liquidations, capital increase etc.).
•  Liaise with clients, intermediaries, and advisors, taking responsibility for being the immediate point of contact for allocated client relationships.
•  Adhere to the listing requirements (JSE Listing Requirements, and similar) for all listed and debt-listed clients, primarily in South Africa, and informed by international business law where necessary
•  Organise and prepare standard shareholder resolutions.
•  Co-ordinate client board meetings and prepare board meeting materials.
•  Assist with the client onboarding process, managing the workflow and associated requirements.
•  Ensure the maintenance of all statutory and administrative records.
•  Maintain the corporate calendar for allocated structures and ensuring calendar events/requirements are dealt with on a timely basis.
•  Arrange payment of fees and expenses in line with contracts with vendors and suppliers. 
•  Responsible for the timely collection of fees and pro-active debtor management across allocated client portfolio (by assisting CRMS with data supporting the review of client invoices).
•  Work alongside the AML/KYC team and Business Compliance Officer on periodic due diligence.

QUALIFICATIONS AND EXPERIENCE

•  Have a minimum of 4 years’ relevant experience in the administration of companies, with experience in carrying our Corporate Secretarial duties for listed companies preferable.
•  Preferably hold a Company Secretarial qualification through the CSSA / CGISA or a university that facilitates these professional qualifications.
•  Thorough understanding of company law and the principles of commercial contracts.
•  Hold relevant experience in administration of Private Equity, Real Estate and Debt (regulated and unregulated structures), with exposure to the work of auditors and accountants a benefit.
•  Recognised diploma or other relevant financial services qualification preferred.
•  Educated to a minimum of degree level in Law, Financial Services or Accountancy. 

COMPETENCIES, SKILLS AND BEHAVIOURS

•  Fluent in English, both written and spoken.
•  Able to structure work logically and efficiently in a high-pressure environment.
•  Strong adherence to risk culture.
•  Excellent communication skills, written and verbal, with the ability to draft documents and understand contracts.
•  Proactive, solution focused with proven analytical and problem‐solving abilities.

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The Stonehage Fleming Group is the largest Family Office in Europe, the Middle East and Africa (EMEA). Stonehage Fleming provide counsel, management and implementation across the full spectrum of family wealth requirements. The Group advises on over GBP60bn of assets and has an investment business with more than GBP16bn under management for individuals, families and charities. Stonehage Fleming is majority owned by management and staff. The Group employs over 900 people across 14 geographies around the world.
OVERVIEW OF ROLE

• The Document Design Assistant supports the Document Design Specialist in a creative and busy environment working with colleagues from across the business at all levels and all jurisdictions. The Creative team of two are responsible for all in-house design to support teams working in all Microsoft Office packages. 
• This is a varied role which requires creativity, being tech-savvy and with a working knowledge of Adobe Creative Suite including how to navigate and design in this software, applying the company’s Corporate Identity throughout. A large portion of the role is reporting on markets and performance, so an advanced knowledge of excel is essential; creating data driven charts to help translate numbers into a visually compelling story. There is therefore a strong focus on documents designed in PowerPoint using Word and Excel sources.

Key Responsibilities    
JOB SUMMARY

•  To act as Brand Guardian alongside the wider marketing team to ensure consistency across the brand in all jurisdictions 
•  To support with the design and branding of marketing and client reporting literature, meeting papers and other material for print and on line across the group
•  Establish and take responsibility for the Group slide library and all standard slides and pitch packs
•  To support in the preparation of presentation packs for business pitches groupwide
•  Regular review and updating of information on presentation packs
•  Establish and take responsibility for Group image library, keep it updated and expand it over time

MAIN DUTIES AND RESPONSIBILITIES

•  To support with the design and rebrand of marketing and client reporting literature, groupwide
•  To support in the rebrand and preparation of presentation packs for business pitches, groupwide
•  Design and rebrand of new promotional literature, client reports, meeting papers and other material for print and on line, groupwide
•  Update of monthly and quarterly stats / information on existing material, groupwide
•  Liaise with design specialist and broader Group Marketing team on all projects
•  Ensure that all materials meet the company's required standards, regulation and consistency
•  Ensure accuracy and attention to detail in the production of all material 
•  Within corporate guidelines, rebrand, produce and enhance literature with the aim of making them visually clear and appealing, as well as user-friendly for print and on-line
•  Support in establishing an Investment Management Request for Proposal (RFP) library of questions and answers and ensures that this is kept updated
•  Liaising with compliance to ensure FCA regulations are followed
•  Update of monthly performance packs for prospective and existing clients
•  Update of quarterly performance packs for investment team and group fund sheets
•  Update of annually performance packs for KllD documents for group

REQUIREMENTS
Qualifications and experience

• Software knowledge
•  MS Office: Word, Excel, PowerPoint
•  MS Office: Word, Excel, PowerPoint – Advanced knowledge
•  Adobe suite – Working Knowledge
•  HubSpot – not essential, but prior experience beneficial

Skills

•  Pro-active with the ability to take initiative
•  Ability to plan and prioritise work within an environment where more than one project is in progress
•  Efficient and highly organised, with the ability to multi-task
•  Excellent communication skills (written and verbal)
•  Attention to detail

Competencies and behaviours

•  Discreet, loyal, confidential and trustworthy
•  Creative

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To provide professional, cradle-to-grave corporate fiduciary and related corporate services, to an allocated portfolio of corporate clients, in a multi-skilled specialist and strong administrative team.  Case-by-case manage or coordinate other client service managers and administrators.  Build and maintain strong service relationships to grow, enhance and retain our business.
The Client Service Manager (CSM) will perform various corporate fiduciary, management and co-ordinating, business building and relationship management activities to assist with the take-on and on-going servicing of corporate special purpose companies, trusts and other corporate business clients, working closely with and supporting other teams within Stonehage.

OVERALL PURPOSE

• The role requires the ability to manage numerous concurrent and differing projects at any given time, to work well in a team and to build and maintain client relationships whilst maintaining efficiency, quality and accuracy of work produced. The role requires one to manage a book of client’s where he/she will be the primary contact for these corporate entities and co-ordinate their overall scope of work and engagement with Stonehage Fleming. It will involves close and regular interaction with clients and third parties of the Stonehage Fleming Group as well as with internal departments and business units. 

Key Responsibilities    
PRINCIPAL ELEMENTS & ACCOUNTABILITIES

•  Build and maintain long term relationships with clients which includes all forms of contact/communication with clients and their advisers
•  Develop and maintain relationships with internal departments/business divisions of the Group to effectively manage the clients’ affairs
•  Support the business development/marketing efforts of the Group as well as develop new relationships through existing networks for business development purposes with a medium term expectation to grow the business organically and through engaging new clients.
•  Consult with third party professionals, where necessary, such as lawyers, tax specialists and asset managers, and obtain their opinions pertaining to the management of the clients’ affairs
•  Assist in the administration of corporate entities, including preparing and/or reviewing meeting documents, reviewing resolutions and administration reports
•  Ensure all transactions pertaining to the management of the clients’ affairs are executed timely, efficiently and accounted for correctly
•  Obtain in-depth knowledge of our clients and their businesses, maintain the client file with meeting notes, becoming familiar with the trust deeds, Memorandum of Incorporations and entity structures
•  Approve payments, cash management
•  Review financial statements of client entities
•  Review agreements between client entities and third parties
•  Share and develop expertise and provide team members with technical assistance on complex documentation
•  Understand and manage risk involved in administering structure ensuring internal procedures are adhered to and maintained
•  Such other duties as may reasonably be required by the management from time to time

QUALIFICATIONS AND EXPERIENCE

•  Relevant professional Finance Services Industry Experience (Minimum of 5 years)
•  Relevant Professional qualification (e.g BCom, BBusSci or related degree, STEP, ICSA, ACCA, IOD etc.)
•  Technical application and understanding

SKILLS

•  Advanced Microsoft Excel, Word and PowerPoint skills
•  Excellent analytical and numeracy skills and a strong commercial awareness
•  Strong attention to detail
•  Solid administration skills
•  A solid understanding of financial accounts gained through practical experience
•  A comprehensive understanding of financial markets and investment management
•  A comprehensive understanding of trust and corporate structuring, and the principles of corporate governance
•  Project Management Skills – must have ability to manage numerous projects simultaneously
•  A sound understanding of financial markets, investment management and financial accounting gained through practical experience and / or as part of a qualification / degree
•  Interpersonal skills necessary to develop deep understanding of clients needs
•  Ability to work well within a team where emphasis is on the team rather than the individual and to pursue team objectives with energy.
•  Broad and logical thinking to provide guidance and solutions to clients

COMPETENCIES AND BEHAVIOURS

•  Organisation and Leadership: Schedules and manages workload effectively for self and team to ensure tasks completed on time and to the required standard; thinks ahead, sets plans to achieve goals and monitors delegated tasks at appropriate intervals
•  Supports and works towards team goals, shares information, is helpful and co-operative and works effectively with colleagues outside immediate team
•  Dynamic ability to engage with multiple clients with diverse backgrounds and personalities
•  Communicates in a clear and relevant manner in English and ensures that the message is understood; listens effectively. All written communication is well presented. Has the ability to deal effectively with all levels of staff and management within the Group as well as with clients under circumstances that can sometimes be challenging
•  Understands and satisfies client needs at all times, delivers excellent client service and takes full responsibility and accountability for all client matters including delegated tasks
•  A flair for service excellence
•  Delivers work of a high standard, output is accurate and error free and consistent
•  Total confidentiality and discretion at all times

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OVERALL PURPOSE

• To work closely with the Head: Corporate Services (South Africa) (“CS(SA)”) and its Manco, in pursuit of achieving Stonehage Fleming and and CS(SA)’s strategic goals and objectives. Manage and lead the Corporate Financial Management Services team and provide professional, complete, accurate and timely financial administration, accounting and taxation submission services to our corporate clients (“clients”), their allocated Client Service Manager (CSM) and Key Account Manager (KAM). Build strong relationships, both externally and internally to enhance, retain and grow the CS (SA) business.

WORKING RELATIONSHIPS

• The Manager: Corporate Financial Management Services will deal with the day-to-day duties of managing and delivering financial administration, accounting and taxation submission services to CS (SA)’s clients. Working closely with line management and supporting the CSM, KAM as well as other team members as applicable.

Key Responsibilities
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES

• Work closely with the Head: Corporate Services (South Africa) and its Manco in pursuit of and achieving Stonehage Fleming and CS(SA)’s strategic goals and objectives;
• Meet own and contribute to achievement of CS(SA)’s key performance indicators;
• Manage and lead the Financial Administration team;
• Develop and maintain good working relationships with clients and other role players (e.g. auditors, arrangers, bankers, lawyers, associates, etc.);
• Manage and provide day-to-day financial management services to CS(SA)’s clients, including:
• Prepare management accounts and facilitate IFRS statutory annual accounts in accordance with the applicable accounting standards;
• Prepare, review and submission of taxation returns; and
• Payroll administration.
• Collaborate with the Manager: Structured Finance & Agency Services in respect of the:
• Preparation and review of management accounts and statutory annual accounts in accordance with the applicable accounting standards; and
• Preparation, review and submission of taxation returns
• As part hereof, the Accountant: Structured Finance & Agency Services will have a dotted reporting line into this role.
• Also collaborate with the Manager: Structured Finance & Agency Services to prepare, review and execute payment instructions to disburse funds to the correct payees through STRATE and banking platforms (manual and/or electronic);
• Establish, document and apply standard processes and procedures to facilitate the rendering of high-quality services to clients in a consistent, effective, efficient and risk mitigated manner;
• Ensure compliance, always with all statutory, regulatory, internal control and risk mitigation requirements;
• Ensure that all clients’ files (be it electronic or paper based) are duly organised, complete, accurate and up to date;
• Manage and mentor junior team members, provide on the job training and oversight and review their work;
• Carry out, on a timely basis, other administrative tasks assigned to him/her by line management; and
• Record all time spent accurately to facilitate invoicing and internal reporting

QUALIFICATIONS AND EXPERIENCE

• CA(SA);
• A minimum of 5-10 years management, accounting, auditing or financial administration experience, in the financial services industry;
• Detailed knowledge and understanding of IFRS accounting statements are required; and
• Ability and experience in leading and managing small, specialist teams.

SKILLS, COMPETENCIES AND BEHAVIOURS

• Can see “the bigger picture” vs. what directly “lies” in front of him/her day-to-day;
• Is passionate about clients and high-quality service delivery to them, with a ‘will do, can do’ attitude;
• Demonstrates a determination to learn fast and more to achieve excellence in every action and task;
• Is flexible with an enthusiastic and upbeat approach – a team-player with high energy and connection levels;
• Is professional, organised and efficient with a high sense of attention to detail and meeting timelines;
• Has the ability to work independently, confidently, proactively, decisively and can consistently perform well when under pressure;
• Has good skills to communicate confidently, professionally and effectively with clients, team members and line management (verbal and or written); and
• Has good computer skills, with the ability to learn and understand new systems with confidence - have a good knowledge and experience of working on and understanding the Microsoft Office suite.

COMPETENCIES AND BEHAVIOURS

• Adaptability and Flexibility: Flexibility, initiative, cooperation skills and respond positively towards change
• Planning and Organising: Well organised and stress resistant
• Accuracy, Quality and Productivity: Pay attention to details, precise and output is accurate and error free
• Planning & Organising : Schedules & manages workload effectively, thinks ahead, sets plans to achieve goals.
• Teamwork: Supports & works towards team goals, shares information, is helpful & cooperative, works effectively with people outside immediate team (within the wider group).
• Communication skill: Communicates clearly and concisely, listens effectively, written communication is well presented, ability to deal with sophisticated clients under circumstances that can sometimes be challenging.
• Client orientated: Understands and satisfies client needs at all times, delivers excellent client service, takes full responsibility & accountability for all client matters including delegated tasks.
• Accuracy, quality & productivity: Delivers work of a high standard, output is accurate & error free, productivity is satisfactory & consistent.

Education Level Master's Degree or Equivalent
Experience Level Senior

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WORKING RELATIONSHIPS

• The position reports to the Lead Security Architect and is based in Cape Town. Other working relationships include all members of the IT team, all users’ worldwide and external suppliers.

Key Responsibilities    
OVERALL PURPOSE
The overall purpose of this position is to:

•  Lead the management, deployment and operation of a portfolio of cutting-edge security solutions 
•  Monitor security events and incidents and assess impact of published vulnerabilities in our environment
•  Detect, hunt and automate events handling, detect malicious activity, improve detection rules and use cases
•  Investigate events and incidents to determine risk and severity autonomously and with our MDR partner
•  Define remediation plans and work closely with IT Engineering to rebuild/remove exposed components
•  Continuous review of incidents, security posture and systems and enrich external source of intelligence
•  Support the business and work according to ITIL processes for incidents and requests
•  Write both technical and business reports of security events and incidents

QUALIFICATIONS AND EXPERIENCE

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

Technical Skills 

•  Good experience with alerts arising from SIEM tools
•  Strong interests in hybrid infrastructures and Microsoft 365 and Azure technologies
•  Good knowledge of Microsoft Windows / Server and Linux common offensive techniques
•  Good knowledge of EDR and EPP solutions
•  Knowledge of Public Cloud and Threat Intelligence an advantage
•  Exposure to penetration testing tools, firewalls, routers and switches an advantage
•  Willingness to learn new technologies at a fast pace in a constantly evolving environment
•  Flexibility, well developed sense of organization and personal responsibility
•  Good scripting abilities with good understanding or regular expressions
•  Good knowledge of general IT systems and TCP/IP networking

COMPETENCIES AND BEHAVIOURS

•  Good communications skills, with English at business level
•  Highly organized and able to collaborate with virtual teams
•  Proven analytical and problem-solving abilities
•  Curious and passionate about security, security incidents, detection and threat hunting
•  Ability to effectively prioritise and execute tasks in a high-pressure environment
•  Ability to design and draft creative and cost-effective solutions
•  Result-driven, with a strong sense of service and excellence

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OVERALL PURPOSE

• The Site Reliability Engineer is a member of the IT infrastructure team and is responsible for providing support to Stonehage Fleming's cloud and private cloud environments using a DevOps methodology.

Key Responsibilities    
PRINCIPAL ELEMENTS & ACCOUNTABILITIES

•   Support an infrastructure driven with an infrastructure as code effort
•   Track and manage work and priorities through ticketing system in coordination with the Infrastructure Manager
•   Assist in any operation request/issue related to public and private cloud environments
•   Participate to monitoring and operation of a cutting-edge monitoring solution to be proactive about IT problems
•   Provide automated solutions to requests, reoccurring problems and capacity management
•   Create or develop standard operation procedures and knowledge articles as new issues arise or develop 
•   Automation of all the IT stack (servers, storage, switches, routers, firewall)

QUALIFICATIONS AND EXPERIENCE

•   Ideally you will be a graduate in a numerate or IT degree 
•   Minimum 3 years’ experience in a data / network related environment 
•   Demonstrated history of working in public and private clouds

Technical Skills 

•   Strong knowledge of Ansible, Git, TerraForm technologies
•   Strong knowledge of Linux operating system
•   Good knowledge of Microsoft Windows Server
•   Good knowledge of Docker containers and Kubernetes orchestration
•   Good knowledge of Zabbix, Graylog or similar technologies
•   Ability to script in Bash and ability to code in Python
•   Comfortable navigating files and CLI in text-based interfaces from secure environment
•   Willingness to learn new technologies at a fast pace and developed problem solving abilities

Personal Skills 

•   Strong team player
•   Strong command of business English and able to present technical issues in business friendly language 
•   Proven analytical and problem-solving abilities and able find cost-effective solutions
•   Well-organized and detail orientated 
•   Able to balance multiple tasks and projects and quickly adapt to new variables
•   Experience in planning and executing projects with recognised project management methods
•   Passionate engaged, customer-driven and positive attitude
•   Able and willing to handle out-of-band requests and emergency calls