The position reports to the local Team Ops of the Switzerland CS Middle Office Team. This role involves close and regular interaction with all members of the Client Support Department. 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.
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.
PRINCIPAL ELEMENTS & ACCOUNTABILITIES
- Collect, update and maintain client static data in our in house integrated system
- Undertake and coordinate data cleansing exercise Keep procedures/checklist up to date for the various data entry we perform and all tasks related to Terms and Conditions
- Various project depending on FO's and Client Support needs
- Provide general administrative support and be responsible for filing Communication with external parties, such as registered agent
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 details
- Organisation skills with the aptitude to stay focused on assigned tasks
- Ability to keep confidentiality with regard to client matters