St Peter Port, Guernsey

Senior Officer, Funds (KYC) - Fixed Term Contract

Full-time / part-time
Full-time
Level
Mid-Senior Level
Department
Client Services
Address
Le Truchot
St Peter Port
GY1 4BF
Guernsey

Job description

You will support the Fund Administration teams by coordinating the seamless on-boarding of all new business.  

You will work support the Officer/s and work closely with the Manager in the on-boarding of investor and new business take on, regularly reporting on progress.

You will develop an understanding and insight of the investor and new business acceptance process and share knowledge effectively.

You will develop and maintain strong, effective, working relationships with the administration teams within the Funds business, ensuring that the on-boarding service provided to clients is consistent and delivered within best practice, fulfilling all contractual, legal and regulatory obligations.

You will also conduct internal post-on-boarding reviews evaluating the service provided.

Qualifications

Knowledge of the finance industry

Familiar with processing CDD/KYC information within in a fund environment

Good working knowledge of Microsoft Office, particularly Word and Excel

Additional information

At IQ-EQ 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 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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