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Middle Office Team Leader

Stonehage Fleming · Moka

🇬🇧 English
Microsoft Office Suite

Job description

About the role

The Middle Office Team Leader provides strategic oversight and day‑to‑day management of the Middle Office function within a family office environment. The role ensures accurate client and company records, compliance with multi‑jurisdictional regulations, and continuous improvement of operational processes.

Key responsibilities

  • Lead, mentor and develop the Middle Office team, fostering productivity, engagement and skill growth.
  • Plan and allocate work to meet departmental SLAs and KPIs, conducting performance reviews and providing coaching.
  • Oversee maintenance of share registers, statutory records and company particulars across all client entities.
  • Ensure timely updates to client structures, including companies, trusts, foundations and partnerships.
  • Validate static data creation such as loan cards, asset cards and onboarding/off‑boarding workflows.
  • Manage regulatory reporting (ROE, Beneficial Ownership), LEI requests, renewals and closures, and act as escalation point for complex compliance matters.
  • Partner with Legal and Compliance teams to implement regulatory changes and internal controls.
  • Identify and implement process improvements, lead cross‑functional projects, system enhancements and audit reviews.
  • Serve as primary liaison between Middle Office and internal stakeholders, providing updates and supporting audits.

Required profile

  • Strong leadership and people‑management abilities.
  • Advanced knowledge of regulatory frameworks such as FATCA, CRS and Beneficial Ownership.
  • Excellent organisational, analytical and communication skills.
  • High attention to detail and ability to manage complex multi‑jurisdictional work.
  • Professional discretion and commitment to confidentiality.

Required skills

  • Proficiency in Microsoft Office Suite.

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Published 2 months ago

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Stonehage Fleming

Moka