Family office client support mid office

Stonehage Fleming SA
Neuchâtel

4T

We are currently seeking to appoint an Associate in our Family Office Client Support Middle Office (“FOCSMO”) Neuchâtel department. The key objective of the role is to do data entry to update and maintain information on our company database and deal with various other projects.


WORKING RELATIONSHIPS
The position reports to the relevant Team Leader of the FOCS Middle Office Team. This role involves close and regular interaction with all member of the FO team, Accounting, Banking and Investment teams as well as external business contacts such as banks, administrators and clients.


OVERALL PURPOSE
The individuals will fully support the Family Office teams in ensuring data entry respects Stonehage Fleming’s standards, accuracy, confidentiality of information recorded and undertake various projects.

Family office client support mid office

We are currently seeking to appoint an Associate in our Family Office Client Support Middle Office (“FOCSMO”) Neuchâtel department. The key objective of the role is to do data entry to update and maintain information on our company database and deal with various other projects.


WORKING RELATIONSHIPS
The position reports to the relevant Team Leader of the FOCS Middle Office Team. This role involves close and regular interaction with all member of the FO team, Accounting, Banking and Investment teams as well as external business contacts such as banks, administrators and clients.


OVERALL PURPOSE
The individuals will fully support the Family Office teams in ensuring data entry respects Stonehage Fleming’s standards, accuracy, confidentiality of information recorded and undertake various projects.

Collect, update and maintain client static data in our in house integrated system (Business Central) for CH/JE/IL/UK FO as well as Art CH/UK, Corporate Advisory and Corporate Service Luxemburg.

• Undertake and coordinate data cleansing exercise for the above Business Units and certain Group projects

• Keep procedures/checklist up to date for the various data entry we perform (FOMO Process) and all tasks related to Terms and Conditions and Privacy Notice

• Various project depending on FO's and FOCS needs

• Provide general administrative support and be responsible for filing (Safe Filing)

• Communication with external parties, such as registered agent

• Create new contacts and merge duplicate upon request in Laserfiche Form for the Group


• Assist during the NBAC process, organize the weekly agenda, update Group report on any NBAC case and delete Lost opportunities for the Group.

Data Privacy: reconcile all procedures of the Group in respect of the hard file archiving and ensure that the relevant policy is respected

•Keep procedures/checklist up to date for CH and JE Trust Family Office (i.e. with changes in legislation, new requirements)

• Keep GDPR Data Map Process up-to-date for Family Office Switzerland, Jersey and Liechtenstein • Data Privacy: update of Privacy Register in respect of the Retention Period for the Group

• Update the data base in respect of the Group companies and work on the Group Report

• Responsible of testing any Family Office workflows / processes

• Assist Family office Jersey and Switzerland for their recurrent report (Focus Review, PRR, Additional Settled funds, Power of Attorney etc..)

• Assist R&C with the configuration of the Panoptic system

• Assist Family Office Switzerland and Jersey with the review of all their Document Templates

• Will / Testamentary: keep register up-to-date, move scanned copy under the correct folder and work with Group Finance to issue invoices for this service

• FATCA / CRS: work in collaboration with the SME for the classification, the registration of the Client in the relevant portal and the update of the data base as well as requesting the deregistration when applicable

• Responsible for the update of Business Central and project linked to reporting requirement, such Economic Substance in collaboration with the Reporting Team • Involved in tasks coming from sub-departments linked to the same Head of Department