IT Business Analyst – CAD-PDM Administrator H

vor 2 Wochen

Neuenburg, Schweiz Sigma Vollzeit

Responsibilities:

  1. Provide administrative support to the Family Office Team on allocated clients, including but not limited to the preparation of banking, investment, formation and termination forms, internal and external reports, instructing payments, monitoring debtors, and obtaining compliance when necessary.
  2. Providing client servicing support to one or more Client Relationship Manager(s) and their clients.
  3. Supporting the CRM team in undertaking the preparation of data and presentation packs for client meetings.
  4. Capturing new client information and completing onboarding processes.
  5. Receiving internal queries and resolving / escalating as required.
  6. Liaising with other parts of the Stonehage Fleming group and with third parties to co-ordinate the implementation of client requirements. This would include lawyers, accountants, banks, insurance brokers, etc.
  7. Work alongside Junior CRM’s to plan and organise work flow and calendars with CRMs.
  8. Gathering information from clients, internal contacts and other providers.
  9. Preparation of client correspondence.
  10. Support ongoing client monitoring including client reviews and fee queries.
  11. Ensure compliance with group principles, all regulatory requirements and standards.
  12. Inputting, analysing and maintaining client and prospect data.
  13. Such other duties as Family Office may from time to time reasonably require, including ad hoc projects.

QUALIFICATIONS AND EXPERIENCE:

  1. Educated to degree level.
  2. Good general knowledge of wealth management and/or wealth planning structures.
  3. Experience of having worked in an administration capacity, for a financial services business desirable.

SKILLS:

  1. Technical or practical knowledge of Financial services – a plus.
  2. Multi-horizon experience/international background – a plus.
  3. Pro-activity and ability to work independently with little guidance.
  4. Fluent English; French - a plus.

Please kindly submit your CV in English. Note we will only respond to candidates matching the requirements of this role.

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