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Senior Officer, Private Wealth

IQ EQ Administration Services (UK) Ltd
St Peter Port, United Kingdom
Closing date
Feb 25, 2024

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Job Function
Investment Advisor/Consultant
Industry Sector
Finance - General
Employment Type
Full Time
Job Description

  • Perform a wide variety of Trust administration tasks accurately and in a timely manner to support the Company's ever-growing and diversified international client base
  • Provide a high level of quality internal and external client service and the accurate and timely provision of financial administration services
  • Actively support the Senior Management Team with the day-to-day administration of private client portfolios in accordance with the Company's policies and procedures
  • Plan, prioritise and organise tasks and activities efficiently, ensuring effective time management
  • Effectively manage time input and work in progress on own portfolio
  • Assist Senior Management Team where required
  • Proactively contribute to the team objectives of achieving both individual and team debtor targets on a daily basis with high performance against key performance indicators achieving objectives
  • Attend and record meetings with clients
  • Deputise for your Assistant Manager / Manager when they are out of the office or when you are asked to do so
  • A good understanding of the principles of taxation affecting Trust and Corporate Structures
  • Knowledge of other related Jurisdictions laws in relation to 'Trust Company Business'
  • Good understanding of industry best practice in relation to Trust and Company administration
  • Good understanding of the relevant laws relating to 'Trust Company Business' in the role location.
  • Ability to understand trust and company legal documents.
  • Act as a role model and demonstrate the Group Values at all times and ensure engagement and commitment to deliver excellent client service, operational effectiveness and efficiencies in all tasks delivered
  • Participate fully and proactively in the promotion of a constructive client servicing" culture
  • Provide timely and constructive feedback on client administration matters
  • Develop and maintain effective working relationships with the Team Members and across all Teams locally to ensure a collaborative approach
  • Work proactively and collaboratively with all Trust Administration Team Members on all client administration tasks
  • Provide technical support to other members of the team
  • Continue and maintain relevant technical knowledge, ensuring CPD requirements are met
  • Take ownership for maintaining Continual Professional Development as required for the role and/or for existing professional qualifications or regulatory requirements
  • Invite feedback and look to improve performance
  • Acquire knowledge of business activities, products and services
  • Deliver the highest level of client service in line with our Group behaviours with the objective of exceeding client expectations
  • Ensure effective and efficient client correspondence and ensure turnaround times are as short as possible
  • Assist and work collaboratively with the other Officers and Management Team on day-to-day administrative tasks and matters in respect of their client portfolios
  • Assist with project work as the business requires
  • Maintain proper and orderly client records
  • Actively develop working relationships with clients and intermediaries to maximise client retention and identify opportunities for growth
  • Maintain and develop commercial awareness and develop a good level of competitor and industry awareness with a view to identifying business opportunities.
  • Develop a good technical understanding of legal and regulatory requirements and industry best practice, that are relevant to the Company and its clients
  • Maintain detailed knowledge of policies and procedures in place and responsibility to ensure they are adhering to in the course of day to day administration activities
  • Be aware of risk factors and refer upwards, exercising judgement as to when manager help is needed
  • Pro-actively comment on processes with respect to improvements and efficiencies
  • Ensure that the Company's policies and procedures are being followed and complied with and, in case of non-compliance, inform the relevant Senior Officer or the Risk and Compliance Team in a timely manner
  • Provide timely responses to compliance queries and highlight any risk issues that arise
  • Be aware of and report suspicious transactions/complaints and guide other team members where required
  • Awareness and legal responsibilities and need to report suspicious transactions/complaints and ability to guide others
Key competencies for position and level
  • Manages Conflict - Handling conflict situations effectively, with a minimum of noise
  • Plans and aligns - Planning and prioritising work to meet commitments aligned with organisational goals
  • Interpersonal Savvy - Relating openly and comfortably with diverse groups of people
  • Organisational Savvy - Manoeuvring comfortably through complex policy, process and people related organisational dynamics
Key behaviours we expect to see

In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:
  • Reliable
  • Ability to influence and use initiative
  • Enthusiastic Team player
  • Methodical and flexible in approach
  • Professional
  • Self-motivated
  • Approachable
  • Accurate
  • Strong inter-personal skills
  • Excellent Organisational skills
  • Resilient with the ability to remain focused in fast paced environment
  • Hands-on and pragmatic
  • Measuring and monitoring performance

Required Experience
  • CGI or STEP Diploma qualified or other relevant professional qualification
  • Member of a relevant Professional Institute
  • Evidence of Continued Professional Development
  • Knowledge of the Finance Industry in Guernsey
  • Minimum of 5 years' Trust experience
  • Ability to be flexible and work effectively as part of a Team
  • Ability to prioritise and multi-task
  • Able work under pressure and within tight deadlines to meet the Team's, Service line's and clients' expectations
  • Good analytical and numerical skills
  • Excellent Trust administration skills
  • Good written and oral communication skills
  • Good organisational skills
  • Working knowledge of Microsoft packages including Excel, Outlook and Word
  • Good attention to detail
  • Ability to demonstrate effective verbal and written communication skills
  • Good understanding of the duties and responsibilities of a Fiduciary
Additional information

At IQ EQ Group we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

Company description

IQ-EQ is part of a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

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