Investment Accountant Specialist
2 weeks ago
Estimated salary: R600,000 - R900,000 per annum
About the RoleThis is an exciting opportunity to join Stonehage Fleming as an Investment Accountant. In this role, you will support Portfolio Managers in managing client relationships and administration tasks.
Key Responsibilities- Client interactions, document signing, meeting attendance, and minute-taking
- Assisting team members to free up time for business development
- Responding to client queries on investments, withdrawals, tax, and administrative matters
- Implementing new business efficiently, preparing onboarding documentation, and liaising with the Client Execution Team
- Delivering high-quality reporting and improving systems efficiency
- Ad-hoc projects to enhance our service offering
- Investment trade coordination, foreign investment allowance arrangements, and transactional requirements
- Bachelor's degree with accounting and investment knowledge
- At least two years' experience in a similar or Fund Accounting role
- Proficiency in MS Office and accounting software (Advent, Business Central, and ETL processes)
The ideal candidate will have excellent communication skills, be able to work effectively in a team, and have a strong understanding of financial services regulations.
We offer a competitive salary, opportunities for professional growth, and a dynamic work environment.
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