Douglas, Isle of Man

Senior Officer, Private Wealth (REF6452A)

Full-time / part-time
Full-time
Level
Mid-Senior Level
Address
Victoria Road
Douglas
IM2 4DF
Isle of Man

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.

Tasks (what does the role do on a day-to-day basis)

  • 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
  • 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.

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

Required Experience

  • ICSA or STEP Diploma qualified or other relevant professional qualification
  • Member of a relevant Professional Institute
  • Knowledge of the Finance Industry in Isle of Man
  • 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 understanding of the duties and responsibilities of a Fiduciary

Qualifications

  • ICSA or STEP Diploma qualified or other relevant professional qualification
  • Member of a relevant Professional Institute
  • Knowledge of the Finance Industry in Isle of Man
  • 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 understanding of the duties and responsibilities of a Fiduciary

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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