Trainee Officer, Private Wealth – 12m Contract

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.

You will assist the Officer and Management Team with the day-to-day administration in accordance with the Company’s policies and procedures.

Provide a high level of quality internal and external client service and the accurate and timely provision of administration services.


  • Actively support and perform in line with the Group initiatives
  • Participate fully and proactively in the promotion of a constructive “client servicing” culture
  • Develop and maintain effective working relationships with the Teams and Management Team to ensure a collaborative approach 
  • Work proactively and collaboratively with all Administration Team Members on all client administration tasks
  • Plan, prioritise and organise tasks and activities efficiently, ensuring effective time management
  • Invite feedback and look to improve performance
  • Acquire knowledge of business activities, products and services
  • Assist senior members of the Team where required
  • Deliver the highest level of client service in line with our Group behaviours with the objective of exceeding client expectations
  • Ensure effective and efficient client correspondence and ensure turnaround times are as short as possible and the client’s working style has been respected
  • Assist and work collaboratively with the other (Senior) Officers and Management Team on day-to-day administrative tasks and matters in respect of their client portfolios 
  • Complete client administration matters accurately and in a timely manner
  • Ensure client procedures are followed at all times
  • Maintain proper and orderly client records
  • Support an on-going programme of continuous improvement to client service, identifying and escalating opportunities as appropriate

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:

  • Attention to detail
  • High standard of client service
  • Organisational 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 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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