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
  • Assist the Senior Officers and 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


  • 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
  • Develop and maintain effective working relationships with the Team Members and across all Teams locally to ensure a collaborative approach and work proactively and collaboratively with all Trust Administration Team Members on all client administration tasks
  • Take ownership for maintaining Continual Professional Development as required for the role and/or for existing professional qualifications or regulatory requirements
  • Assist and work collaboratively with the other Officers and Management Team on day-to-day administrative tasks and matters in respect of their client portfolios and 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
  • Maintain detailed knowledge of policies and procedures in place and responsibility to ensure they are adhering to in the course of day to day administration activities
  • Ensure that the Company’s policies and procedures are being followed and complied with and, in case of non-compliance, inform the relevant Senior Officer or the Risk and Compliance Team in a timely manner
  • Be aware of and report suspicious transactions/complaints and guide other team members where required


  • Working towards either one of the following: ICSA Certificate in Offshore Finance and Administration or STEP Foundation Certificate in Offshore Trust
  • Ideally membership of relevant Professional Institute
  • Evidence of Continued Professional Development
  • Knowledge of the Finance Industry and relevant Trust experience
  • Able work under pressure and within tight deadlines to meet the Team’s, Service line’s and clients’ expectations
  • Good understanding of the duties and responsibilities of a Fiduciary

Additional information

At IQ EQ Group 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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