BANKING SUPPORT OFFICER
This position reports to the local Head of Banking Support Team. It involves working relationships with all members of the 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 form part of the Banking Support team to ensure a high quality and consistent client service. The individual is responsible for the execution of various administrative tasks around bank account and investment management in an accurate way and by respecting appropriate deadlines.
PRINCIPAL ELEMENTS & ACCOUNTABILITIES
* 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, for instance by adding/removing a beneficiary/settlor/protector or give a power of attorney to a third party
* Closure / termination of accounts upon receipt of relevant instructionsInput 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 resolve issues
* Transfer of equities, bonds, mutual funds and private placement between custodians, through fund administrators and/or with private companies
QUALIFICATION AND EXPERIENCE
* Ecole de Commerce or equivalent
* English at min. B2 level
* Computer literacy (Word, Excel, Outlook and modern financial accounting packages)
* 2–3 years’ work experience
COMPETENCIES AND BEHAVIOUR
* Strong organizational skills and the ability to manage priorities efficiently in a demanding environment
* High level of motivation and flexibility
* 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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