Senior Officer, Funds & Institutional

Job Description

Are you people-oriented with previous experience providing a five star service to clients? We are seeking a Senior Officer to join the Funds & Institutional team in our Jersey office and you may be the person we're looking for.

In this role you will oversee an international and ever-growing client portfolio whilst supervising and mentoring junior team members. 

In joining IQ-EQ you will benefit from our hybrid working policy, employee referral scheme and collaborative and supportive environment.

What you'll do - 

  • Perform a wide of fund 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
  • 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 assigned tasks
  • 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
  • Deputise for your manager when required
  • Develop and maintain a good understanding of the principles of taxation affecting Jersey Fund Structures
  • Sharing knowledge and experience throughout the team, with a particular emphasis on helping develop the experience and expertise of junior staff
  • Possess an ability to understand trust and company legal documents
  • 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
  • Continue and maintain relevant technical knowledge, ensuring Continual Professional Development (CPD) requirements are met.

Qualifications

  • CGI qualified or other relevant professional qualification
  • Knowledge of the Finance Industry, preferably fund administration, in Jersey
  • Ability to work under pressure and within tight deadlines to meet the Team’s, Service line’s and clients’ expectations
  • Excellent Fund administration skills
  • Good understanding of the duties and responsibilities of a Fund Services Business

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 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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