Banking Support Officer, Neuchâtel

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 other 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 will be 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 BANKING:

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 instructions

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

Transfer of equities, bonds, mutual funds and private placement between custodians, through fund administrators and/or with private companies

QUALIFICATION AND EXPERIENCE

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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