St Martin, Guernsey

Trainee Officer, Pensions

Full-time / part-time
Full-time
Level
Not Applicable
Department
Client Services
Address
Anson Court, La Route des Camps
St Martin
GY1 3UQ
Guernsey

Job description

You will participate fully and proactively in the promotion of a constructive “client servicing” culture as well as develop and maintain effective working relationships with the Teams and Management Team to ensure a collaborative approach. 

Work proactively and collaboratively with all Administration Team Members on all client administration tasks. Plan, prioritise and organise tasks and activities efficiently, ensuring effective time management

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. Learn to effectively manage time input and work in progress on own portfolio.

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 and the client’s working style has been respected

Assist and work collaboratively with the other (Senior) Officers and Management Team on day-to-day administrative tasks and matters in respect of their client portfolios. Complete client administration matters accurately and in a timely manner.

Ensure client procedures are followed at all times. Maintain proper and orderly client records. Support an on-going programme of continuous improvement to client service, identifying and escalating opportunities as appropriate

Grow commercial awareness and develop a good level of competitor and industry awareness.

Qualifications

  • The right to live and work in Guernsey
  • Good working knowledge of Microsoft packages including Excel, Outlook and Word
  • Educated to at least ‘A’ level standard or equivalent

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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