St Helier, Jersey

Senior Officer, Private Wealth

Full-time / part-time
Client Services
Gaspe House, 66-72 Esplanade,
St Helier

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

Day to day:


  • 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 clientadministration 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.



  •  ICSA 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 Jersey
  • 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 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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