Administrative Support Specialist

Vor 3 Tagen


Neuenburg, Neuenburg, Schweiz Stonehage Fleming SA Vollzeit

Job Description

  • About Us

At Stonehage Fleming SA, we provide high-quality administration services to our clients. Our team works closely with the Family Office Team to ensure seamless support.

Key Responsibilities

  1. Provide administrative assistance to the Family Office Team, including preparation of banking and investment forms, reports, and payments.
  2. Support Client Relationship Managers in preparing data and presentation packs for client meetings.
  3. Capture new client information and complete onboarding processes.
  4. Respond to internal queries and escalate as necessary.
  5. Liaise with internal teams and third-party providers to coordinate client requirements.
  6. Work with Junior CRM's to plan and organize workflow and calendars.
  7. Gather information from clients, internal contacts, and other providers.
  8. Prepare client correspondence and maintain accurate records.
  9. Contribute to ongoing client monitoring, including reviews and fee queries.
  10. Ensure compliance with group principles, regulatory requirements, and standards.
  11. Maintain accurate and up-to-date client and prospect data.

Requirements

  • Educated to degree level.
  • Good general knowledge of wealth management and/or wealth planning structures.
  • Previous experience in an administration capacity, preferably within a financial services business.

Skill Set

  • Technical or practical knowledge of Financial services is desirable.
  • Multi-horizon experience/international background is a plus.
  • Proactive and able to work independently with minimal guidance.
  • Excellent Microsoft Office skills.
  • Fluent English; French is a plus.


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