Administrator, Private Wealth

Job Description

We are looking for a motivated and detail-oriented Trust Administrator to join our team in the Ile of Man. This role offers the opportunity to work within a dynamic fiduciary environment supporting a diverse international client base.

What you'll do 

  •  Administer a range of trust and company structures in compliance with internal policies and regulatory requirements.
  • Provide accurate and timely client and financial administration services.
  • Support Senior Officers and Management with day-to-day running of private client portfolios.
  • Prioritize and organize tasks effectively to meet tight deadlines and service operations.
  • Maintain well organized and up-to-date client records and correspondence.
  • Deliver high standards of client service and build positive working relationships across teams.
  • Collaborate with collogues to identify opportunities for process improvements and operational efficiency.
  •  Ensure adherence to internal procedures and external regulations, escalating risks where necessary.
  • Contribute to project work and business initiative as required.
  • Stay current with industry regulations, legal changes, and company best practices.
  • Demonstrate the company's core values and maintain a professional and proactive approach.
  • Promote a culture of continuous learning and actively pursue professional development.

Qualifications

What we're looking for

  • Experience in Trust administration.
  • Working towards ICSA Certificate on Offshore Finance and Administration or STEP Foundation Certificate in Offshore Trust.
  • Membership of a relevant professional body. (preferred)
  • Evidence of continued professional development. (COD)
  • Strong knowledge of trust structures, fiduciary duties and regulatory compliance.
  • Excellent organizational and time management skills.
  • Strong verbal and written communication abilities.
  • Proficient in Microsoft Office. 

Why join us?

  • Hybrid flexibility - work from office 2 days a week.
  • A supportive, team-driven environment with opportunities to grow.
  • Benefits such as Pension scheme, life cover, income protection and many more.

At IQ-EQ, we thrive on expertise, collaboration, and innovation. This isn't just a job - it's an opportunity to be a part of something bigger.


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 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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