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Job Description
We are seeking a motivated and detail-oriented Officer to join our dynamic Private Wealth team in Guernsey. This is an exciting opportunity to be part of a forward-thinking company that delivers tailored trust and fiduciary services to a diverse international client base.
In this role, you will play a key part in the day-to-day administration of private client portfolios, ensuring that all tasks are completed accurately, efficiently, and in line with our internal policies and procedures. You’ll work closely with the Management Team to support a wide range of trust administration activities, contributing to the smooth operation of our services and the continued growth of our business.
What You'll Do -
- You’ll collaborate closely with Trainee and Senior Officers to manage day-to-day trust administration tasks across diverse client portfolios
- You’ll ensure all trust procedures are followed meticulously, maintaining accurate records and delivering timely, high-quality service
- You’ll attend board meetings, take minutes, and handle client correspondence swiftly to exceed expectations
- You’ll build strong relationships with clients and intermediaries, helping to retain business and spot opportunities for growth
- You’ll stay alert to legal responsibilities, escalate due diligence issues, and process payments securely using electronic banking systems.
What We Offer -
- Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile
- Wellbeing: additional social benefits such as private health and dental cover, life assurance, discounted gym membership, eye test and corporate GP
- Annual leave: our employees are entitled to 25 days paid leave plus all Guernsey public holidays
- Enhanced maternity and paternity, including shared parental leave and adoption leave
- Flexible working: we recognise the value of working flexibly and want to ensure all employees enjoy an excellent work-life blend. As such, we are open to conversations with employees related to setting up flexible working arrangements.
Qualifications
- Working towards STEP or other relevant qualification
- Knowledge of Finance Industry in Guernsey
- Trust administration experience
- Working knowledge of Microsoft packages including Excel, Outlook and Word
Additional information
Our commitment to you and the environment
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.
There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.
We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.
Company description
About IQ-EQ
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms.
Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding.
We’re driven by our Group purpose, to power people and possibilities.
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