Officer, Private Wealth

Job Description

Responsibilities (how we will measure success)

 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

 Assist senior members of the Team where required

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

 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 client administration tasks
 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
 Invite feedback and look to improve performance
 Acquire knowledge of business activities, products and services
 Deliver the highest level of client service in line with our Group Values with the objective of exceeding client expectations
 Ensure effective and efficient client correspondence and ensure turnaround times are as short as possible
 Ensure client procedures are followed at all times
 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
 Assist with project work as the business requires
 Maintain proper and orderly client records
 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
 Develop a good technical understanding of legal and regulatory requirements and industry best practice, that are relevant to the Company and its clients
 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


 Demonstrates Self-Awareness – Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses
 Interpersonal Savvy – Relating openly and comfortably with diverse groups of people
 Action Orientated – Taking on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm
 Being Resilient – Rebounding from setbacks and adversity when facing difficult situations

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
 Approachable
 Accurate
 Strong inter-personal skills
 Excellent Organisational skills
 Resilient with the ability to remain focused in fast paced environment

Required Experience

 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 in Jersey
 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

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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