Banking And Investments Support
1 week ago
Overview The individual will manage and supervise the workload of the Investment Support team and to ensure a high quality and consistent client service. The individual will be responsible for overseeing the execution of instructions and various administrative tasks around investment management in an accurate way and by respecting appropriate deadlines. Principal Elements & Accountabilities – Investment Support Preparing subscription / redemption instructions for Alternative Investments (Single Hedge Funds, Private Equity Funds, Property Funds etc) Inputting non-automated investment transactions in our in house integrated database systems Keeping line by line and non-automated client's investment accounting up to date Posting Journal entries of all subscription postings and redemptions Managing and executing instructions like corporate actions, proxy votes, conversions, capital calls and distributions Collating KYC, FATCA, CRS and compliance documentation for fund administrators and other third parties Preparing and approving SWIFT payment instructions Reconciliation of investment positions and working on reconciliation breaks Assign daily and periodic responsibilities related to subscription / redemption processing, investment transaction input, and reconciliation tasks Manage and provide leadership to a team of Investment Support officers Monitor workload distribution to ensure balanced task management and timely execution of client instructions Foster a collaborative and inclusive team environment Qualifications and Experience Appropriate degree or higher diploma and 5 to 8 years of experience in working in the financial industry would be an advantage STEP qualifications would be an advantage but at least a good understanding of basic information re Offshore Trust and Company and the relationship between Trust and Company, Trustee and Beneficiaries Team management experience required Knowledge and understanding of Double Entry Bookkeeping and Multi-Currency accounting Knowledge and understanding of Financial Products Competencies, Skills and Behaviours Strong self-management and time management skills Proactive and solution-oriented mindset Computer literacy (Word, Excel, Outlook and modern financial accounting packages) Excellent planning and organizational abilities Effective team player with strong interpersonal skills Clear and professional communication, both written and verbal High attention to detail and commitment to accuracy Strong work ethic, ambition, and a dynamic approach to tasks Resilience and the ability to work in a pressurized environment We offer you the opportunity to work in an open environment within an international, fast growing organization. #J-18808-Ljbffr
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Banking and Investment Support Officer
4 weeks ago
Cape Town, South Africa Stonehage Fleming Group Full timeOverview Get AI-powered advice on this job and more exclusive features. Working Relationships The position reports to the local Team Ops of Client Support - Banking and Investments Support Team. Other working relationships include all members of Family Office Client Support, FO, Dealing and Treasury, Banking and various external business contacts (Financial...
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Banking And Investment Support Officer
3 weeks ago
Cape Town, South Africa Stonehage Fleming Group Full timeOverview Get AI-powered advice on this job and more exclusive features. Working Relationships The position reports to the local Team Ops of Client Support – Banking and Investments Support Team. Other working relationships include all members of Family Office Client Support, FO, Dealing and Treasury, Banking and various external business contacts...
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Banking and Investment Support Officer
4 weeks ago
Cape Town, South Africa Stonehage Fleming Group Full timeOverview Get AI-powered advice on this job and more exclusive features. Working Relationships The position reports to the local Team Ops of Client Support - Banking and Investments Support Team. Other working relationships include all members of Family Office Client Support, FO, Dealing and Treasury, Banking and various external business contacts (Financial...
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Banking And Investment Support Officer
3 weeks ago
Cape Town, South Africa Stonehage Fleming Group Full timeOverview Get AI-powered advice on this job and more exclusive features. Working Relationships The position reports to the local Team Ops of Client Support – Banking and Investments Support Team. Other working relationships include all members of Family Office Client Support, FO, Dealing and Treasury, Banking and various external business contacts...
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Banking and Investment Support Officer
5 days ago
Cape Town, Western Cape, South Africa Stonehagefleming HR Full time R900 000 - R1 200 000 per yearWORKING RELATIONSHIPSThe position reports to the local Team Ops of Client Support - Banking and Investments Support Team. Other working relationships include all members of Family Office Client Support, FO, Dealing and Treasury, Banking and various external business contacts (Financial institutions).OVERALL PURPOSEThe individual will form part of the Banking...
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Banking And Investments Support
1 week ago
Cape Town, South Africa Stonehagefleming Hr Full timeOverview The individual will manage and supervise the workload of the Investment Support team and to ensure a high quality and consistent client service. The individual will be responsible for overseeing the execution of instructions and various administrative tasks around investment management in an accurate way and by respecting appropriate deadlines....
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Banking and Investments Support
1 week ago
Cape Town, South Africa Stonehage Fleming Full timeOverview Job title : Banking and Investments Support - Team Leader Job Location : Western Cape, Cape Town Deadline : November 09, 2025 Quick Recommended Links Job-related information is provided below in a structured format. Responsibilities The individual will manage and supervise the workload of the Investment Support team and to ensure a high quality and...
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Banking And Investments Support
5 days ago
Cape Town, South Africa Stonehage Fleming Full timeThe individual will manage and supervise the workload of the Investment Support team and ensure a high quality and consistent client service. The individual will be responsible for overseeing the execution of instructions and various administrative tasks around investment management accurately and by respecting appropriate deadlines. Principal Elements &...
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Banking and Investments Support
2 weeks ago
Cape Town, Western Cape, South Africa Stonehage Fleming Full time R500 000 - R1 200 000 per yearThe individual will manage and supervise the workload of the Investment Support team and to ensure a high quality and consistent client service. The individual will be responsible for overseeing the execution of instructions and various administrative tasks around investment management in an accurate way and by respecting appropriate deadlines.Principal...
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Banking And Investments Support
5 days ago
Cape Town, South Africa Stonehage Fleming Full timeThe individual will manage and supervise the workload of the Investment Support team and ensure a high quality and consistent client service. The individual will be responsible for overseeing the execution of instructions and various administrative tasks around investment management accurately and by respecting appropriate deadlines. Principal Elements &...
