ABOUT THE POSITION:
This role involves close and regular interaction with Relationship Managers within FO and with external clients and business contacts together with all members of the Client Support Operations, Banking and Compliance departments.
OVERALL PURPOSE:
The primary focus of this role is to support the Family Office Client Relationship Management Team in providing excellent service for Stonehage Fleming clients. The role forms part of the Client Relationship Management Team with an emphasis on providing comprehensive administration support. The role will report to a CRM. This role provides an opportunity to learn about the many aspects of a Family Office business.
PRINCIPAL ELEMENTS & ACCOUNTABILITIES:
- Provide administrative support to the Family Office Team on allocated clients, including but not limited to the preparation of banking, investment, formation and termination forms, internal and external reports, instructing payments, monitoring debtors, and obtaining compliance when necessary
- Providing client servicing support to one or more Client Relationship Manager(s) and their clients
- Supporting the CRM team in undertaking the preparation of data and presentation packs for client meetings
- Capturing new client information and completing onboarding processes
- Receiving internal queries and resolving / escalating as required
- Liaising with other parts of the Stonehage Fleming group and with third parties to co-ordinate the implementation of client requirements. This would include lawyers, accountants, banks, insurance brokers, etc.
- Work alongside Junior CRM’s to plan and organise work flow and calendars with CRMs
- Gathering information from clients, internal contacts and other providers
- Preparation of client correspondence
- Support ongoing client monitoring including client reviews and fee queries
- Ensure compliance with group principles, all regulatory requirements and standards
- Inputting, analysing and maintaining client and prospect data
- Such other duties as Family Office may from time to time reasonably require, including ad hoc projects
QUALIFICATIONS AND EXPERIENCE:
- Educated to degree level
- Good general knowledge of wealth management and/or wealth planning structures
- Experience of having worked in an administration capacity, for a financial services business desirable
SKILLS:
- Technical or practical knowledge of Financial services– a plus
- Multi-horizon experience / international background – a plus
- Pro-activity and ability to work independently with little guidance
- Excellent Microsoft Office skills
- Fluent English; French - a plus
Please kindly submit your CV in English. Note we will only respond to candidates matching the requirements of this role