Banking and Investments Support - Team Leader

Stonehage FlemingCape Town, Western Cape, South Africa

28 days ago

Job description

Overview

Job title : Banking and Investments Support - Team Leader

Job Location : Western Cape, Cape Town

Deadline : November 09, 2025

Quick Recommended Links

Job-related information is provided below in a structured format.

Responsibilities

The individual will manage and supervise the workload of the Investment Support team and to ensure a high quality and consistent client service. The individual will be responsible for overseeing the execution of instructions and various administrative tasks around investment management in an accurate way and by respecting appropriate deadlines.
Preparing subscription / redemption instructions for Alternative Investments (Single Hedge Funds, Private Equity Funds, Property Funds etc)
Inputting non-automated investment transactions in our in house integrated database systems
Keeping line by line and non-automated client’s investment accounting up to date
Posting Journal entries of all subscription postings and redemptions
Managing and executing instructions like corporate actions, proxy votes, conversions, capital calls and distributions
Collating KYC, FATCA, CRS and compliance documentation for fund administrators and other third parties
Preparing and approving SWIFT payment instructions
Reconciliation of investment positions and working on reconciliation breaks
Assign daily and periodic responsibilities related to subscription / redemption processing, investment transaction input, and reconciliation tasks.
Manage and provide leadership to a team of Investment Support officers
Monitor workload distribution to ensure balanced task management and timely execution of client instructions.
Foster a collaborative and inclusive team environment.

Qualifications and Experience

Appropriate degree or higher diploma and 5 to 8 years of experience in working in the financial industry would be an advantage

STEP qualifications would be an advantage but at least a good understand of basic information re Offshore Trust and Company and the relationship between Trust and Company, Trustee and Beneficiaries

Team management experience required

Knowledge and understanding of Double Entry Bookkeeping and Multi-Currency accounting

Knowledge and understanding of Financial Products

Competencies, Skills and Behaviours

Strong self-management and time management skills

Proactive and solution-oriented mindset

Computer literacy (Word, Excel, Outlook and modern financial accounting packages)

Excellent planning and organizational abilities

Effective team player with strong interpersonal skills

Clear and professional communication, both written and verbal

High attention to detail and commitment to accuracy

Strong work ethic, ambition, and a dynamic approach to tasks

Resilience and the ability to work in a pressurized environment

Benefits

We offer you the opportunity to work in an open environment within an international, fast growing organization.

Accounting / Financial Services jobs

#J-18808-Ljbffr

Create a job alert for this search

Team Leader • Cape Town, Western Cape, South Africa