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Banking and Investment Services Coordinator

3 weeks ago


Cape Town, Western Cape, South Africa Stonehage Fleming Full time
Job Summary

The Banking and Investment Services Coordinator will play a pivotal role in supporting the Banking and Investment Support team, providing exceptional client service and facilitating seamless operations.

Key Responsibilities:
  • Assist in the execution of instructions and various administrative tasks related to bank account and investment management
  • Maintain accurate records of client relationships, transactions, and account information
  • Collaborate with financial institutions worldwide to establish and maintain client relationships
  • Provide timely and accurate responses to day-to-day queries from internal and external parties
  • Contribute to the development and implementation of business initiatives

This role requires a strong focus on attention to detail, excellent communication skills, and the ability to work efficiently in a demanding environment. A degree or equivalent qualification and 2-3 years of experience in the financial industry are preferred.