Banking Support Officer
vor 1 Woche
Vacancy No: VN1025
Contract Type: EFT
Location: Neuchatel
DURATION: Temporary position (max. 6 months)
WORKING RELATIONSHIPS
This position reports to the local Head of Banking Support Team. Other working relationships include all members of Family Office Group Operations, Family Office Relationship Managers, In-house Dealing and Treasury team, Investments, and various external financial institutions.
OVERALL PURPOSE
The individual will be part of the Banking Support team to ensure high-quality and consistent client service. Responsibilities include the execution of various administrative tasks around bank account and investment management, performed accurately and within deadlines.
Key Responsibilities
- Opening and closure of bank and investment accounts 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, including adding/removing a beneficiary/settlor/protector or granting power of attorney to a third party.
- Closure/termination of accounts upon receipt of relevant instructions.
- Input data into our in-house integrated database system to keep information up to date.
- Respond to day-to-day queries from internal and external parties and help resolve issues.
- Transfer equities, bonds, mutual funds, and private placements between custodians, through fund administrators, and/or with private companies.
QUALIFICATIONS AND EXPERIENCE
- Ecole de Commerce or equivalent.
- Computer literacy (Word, Excel, Outlook, and modern financial accounting packages).
- 2-3 years’ work experience.
COMPETENCIES AND BEHAVIOURS
- Strong organizational skills and the ability to manage priorities efficiently in a demanding environment.
- High level of motivation and flexibility.
- Strong client care/service orientation and attention to detail.
- Responsible handling of confidential information.
- High level of professional integrity.
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