Stonehage Fleming is a multi-family office, providing a range of services from long-term strategic planning and investments to day-to-day advice and administration to over 250 families of substantial wealth. The Group employs over 980 people across 14 geographies. JOB SUMMARY The individual will assist with the management of a number of clients within the Investment Management department. The client book consists predominantly of large inter-generational UK families and their complex financial requirements. The individual will support the team with a wide variety of tasks, including responding to client queries, new account set ups, implementation of clients’ investment strategies and day-to-day administration. The role holds responsibility for regular communication with clients, their advisers and other third parties. The successful candidate will be responsible for a wide variety of client relationship related tasks, ensuring that all duties are completed accurately and delivered with high quality, in a timely manner. This is an excellent opportunity for a motivated individual to gain exposure to client management and investment processes within a supportive and professional team. MAIN DUTIES & RESPONSIBILITIES Investment processes• Assist the CRMs in initiating, monitoring and completing portfolio trades• Attend regular investment team meetings and internal updates• Treasury related tasks – co-ordinating payments, deposits and FX transactions• Review clients’ investment objectives and restrictions• Implementation of clients’ investment strategy • Attending client meetings with the CRMs, including meeting preparation and follow up Client management support • Assist the CRMs with timely, accurate and professional responses to client queries and requests (including periodic reporting and liaising with third party advisers)• Facilitate client on-boarding, account set up and amendments• Be a collaborative part of the wider team of Client Relationship Assistants• Assist with preparation and paperwork for client meetings and investment reviews • Attend client meetings and follow up on action points• Ensure that necessary client documentation is held and up to date• Assist with ad-hoc projects where possible (service offering, processes etc)REQUIREMENTS QUALIFICATIONS AND EXPERIENCE• Degree level or equivalent• Minimum 1 years’ experience in relevant/similar industry• Level 4 investment competency desirable, but not essential SKILLS AND COMPETENCIES • Strong organisational and MS Office skills (particularly Excel and Powerpoint) essential • High attention to detail, accuracy and efficiency• Excellent communication skills, written and verbal• Analytical with excellent numeracy skills• Enjoys problem solving (considering options and wider consequences of decisions to be made)• Ability to use initiative and work independently, prioritising tasks in a flexible environment• Desire to broaden knowledge