Banking and Investment Support Officer

1 day ago

Cape Town, Western Cape, South Africa Stonehage Fleming Full time R900 000 - R1 200 000 per year

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 institutions).

OVERALL PURPOSE
The individual will form part of the Banking and Investment Support team and will ensure a high quality and consistent client service. The individual will assist in the execution of instructions and various administrative tasks around bank account and investment management in an accurate way and by respecting appropriate deadlines.

Principal Elements & Accountabilities
BANKING

  • Opening and closure of bank and investment account with core and non-core banks
  • Collaborate with a variety of financial institutions across numerous jurisdictions worldwide to set up client relationships
  • Maintain bank and investment accounts, for instance by adding/removing a beneficiary/settlor/protector or give a power of attorney to a third party
  • Maintain bank and investment account
  • Maintain E-Banking users list
  • Take on and loss of clients
  • Transfer of equities, bonds, mutual funds and private placement between custodians, through fund administrators and/or with private companies
  • Input of data in our in house integrated database system to keep up to date information at any point in time
  • Respond to day to day queries from internal and/or external parties and help resolving issues
  • Manage and execute business initiative independently from inception to implementation
  • Relevant/day to day people management tasks

INVESTMENTS

  • 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
  • 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 SWIFT payment instructions
  • Reconciliation of investment positions and working on reconciliation breaks

Qualifications And Experience

  • Appropriate degree or higher diploma and 2-3 years of experience in working in the financial industry would be an advantage
  • STEP qualifications would be an advantage but at least a good understand of basic information re Offshore Trust and Company and the relationship between Trust and Company, Trustee and Beneficiaries
  • Team management experience required
  • Computer literacy (Word, Excel, Outlook and modern financial accounting packages)
  • Knowledge and understanding of Double Entry Bookkeeping and Multi-Currency accounting
  • Knowledge and understanding of Financial Products

COMPETENCIES AND BEHAVIOURS

  • Strong organizational skills and the ability to manage priorities efficiently in a demanding environment
  • Strong decision-making skills
  • Strong technical and conceptual skills
  • Strong interpersonal skills, a high level of motivation and flexibility
  • Excellent communication skills with the ability and maturity to deal effectively with all levels of staff and Management within the Group, third party service providers such as asset managers and tax consultants, and with high powered (often demanding) clients
  • Strong people management skills
  • A strong client care / service orientation and attention to detail
  • Deals responsibly with confidential information
  • Displays a high level of professional integrity

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