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As our future Middle Office Officer, you will fully support our Business Units in ensuring data entry respects Stonehage Fleming’s standards, accuracy, confidentiality of information recorded and undertake various projects.
The position reports to the relevant Team Leader of the Middle Office Team. This role involves close and regular interaction with all member of the Family Office team, Accounting, Banking and Investment teams as well as external business contacts such as banks, administrators and clients.
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES:
Collect, update and maintain client static data in our in house integrated system for the various services and business units of the group.
Undertake and coordinate data cleansing exercise for the above business units
Work on various project depending the Group needs, including but not limited the drafting of simple minutes or resolution
Communication with external parties, such as banks and registered agent
Work with the Business Development department to ensure that contacts are created and kept up-to-date.
Work in collaboration with the relevant committee in respect of the potential on-boarding of new business, such as organizing the weekly agenda, maintan Reject Business register, assist the business in their pipeline.
Data Privacy: work with the Head of Privacy Offier to ensure that Group procedures are in place, annual cleaning exercise and ensure that the Privacy Register is kept up-to-date.
Work in collaboration with IT to setup group reports and ensure proper diffusion.
Being part of the testing of workflows and processes, which are linked to on-boarding, reporting or regulation obligation
Assist any business units with their ad’hoc reports
Assist Risk & Compliance with any remediation or process
Will or Testamentary: being responsible of the register and the originals. Working in collaboration with the Law department.
Involved in tasks coming from sub-departments linked to the same Head of Department
QUALIFICATIONS AND SKILLS:
Diplôme de l’Ecole de Commerce, Maturité commerciale or gymnasiale, CFC d’employé de commerce or equivalent
At least 2-3 years of experience in an administrative position
Experience working for a fiduciary services provider would be advantageous
English minimum B2 level
Good Microsoft Office skills (Word and Excel)
Pro-activity and ability to work with little guidance
Meticulous attention to details
Organisation skills with the aptitude to stay focused on assigned tasks
Ability to keep confidentiality with regard to client matters
