Trainee Administrator

Job Description


  • Perform a wide variety of assigned Trust administration tasks accurately and in a timely manner to support the Company’s ever-growing and diversified international client base.
  • Support in the accurate and timely provision of Trust administration services.
  • Work collaboratively with and assist the Private Client Team with the day-to-day administration of their client portfolios in accordance with the Group Company’s policies and procedures.


  • Assist with the preparation of minutes and resolutions.
  • Assist with the preparation and completion of appropriate checklists
  • Assist in addressing and clearing internal reviews
  • 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
  • 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 Team Members on all assigned client administration tasks
  • Identify and develop technical knowledge and communication requirements to a level appropriate to role that supports the Group Values
  • Take ownership for maintaining Continual Professional Development as required for the role and/or for existing professional qualifications or regulatory requirements
  • Invite feedback and continuously look to improve performance
  • Pro-actively acquire knowledge of business activities, products and services
  • Ensure effective and efficient client correspondence and ensure turnaround times are as short as possible
  • Ensure client procedures are being adhered to at all times
  • Assist and work collaboratively with the Team on day-to-day administration tasks in respect of their client portfolios in line with our Group Values with the objective of exceeding client expectations
  • Assist with project work as the business requires
  • Maintain proper and orderly client records
  • Assist with an on-going programme of continuous improvement to client service
  • Grow and develop an understanding of the industry
  • Develop a technical understanding of legal and regulatory requirements and industry best practice, that are relevant to the Company and its clients
  • Acquire a working knowledge of policies and procedures in place and responsibility to ensure they are adhering to in the course of day to day administration activities
  • Be aware of risk factors and refer upwards, exercising judgement as to when manager help is needed
  • Acquire a working knowledge of the Company’s policies and procedures in order that you can ensure that they are being followed and complied with and, in case of non-compliance, inform the relevant Manager 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

Key competencies for position and level 

  • Communicates Effectively – Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences
  • Customer Focus – Building strong customer relationships and delivering customer-centric solutions
  • 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
    • Enthusiastic Team player
    • Methodical and flexible
    • Professional
    • Approachable
    • Accurate
    • Resilient with the ability to remain focused in fast paced environment


Required Experience

    • Desire to study or work towards either one of the following certificates: ICSA Certificate in Offshore Finance and Administration or STEP Foundation Certificate in Offshore Trust
    • Preferably a good understanding of the Finance Industry
    • Ability to be flexible and work effectively as part of a Team
    • Ability to multi-task
    • Ability to work under pressure and within tight deadlines to meet the Teams, Service Lines and Clients expectations
    • Good analytical and numerical skills
    • Good administrative skills
    • Good written and oral communication skills
    • Good organisational skills
    • Working knowledge of Microsoft packages including Excel, Outlook and Word
    • Good attention to detail
    • Ability to demonstrate effective verbal and written communication skills

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 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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