Officer, Private Wealth
2 weeks ago
Company Description
With our organization continuously growing, we strive to empower your growth as well. At IQ-EQ, we strongly believe in the power of duality and that valuing both IQ and EQ is essential for our people. If you're looking to do greater things and broaden your horizons, this opportunity could be what you're looking for
**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
- 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
**Qualifications**:
- 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
- Minimum of 2 years’ 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
**Eligibility Requirements**:
- Satisfactory performance within the last 3 months
- At least 6 months tenure in current position and site location
- No active or pending corrective action or case from HR.
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