Senior Administrator
8 months ago
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.
**Job Description**:
**Responsibilities**
- 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
- Actively support the Senior Management Team with the day-to-day administration of private client portfolios in accordance with the Company’s policies and procedures
- Assist Senior Management Team where required
**Tasks (what does the role do on a day-to-day basis)**
- 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 Assistant Manager / Manager when they are out of the office or when you are asked to do so
- 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
- Maintain and develop commercial awareness and develop a good level of competitor and industry awareness with a view to identifying business opportunities.
- Develop a good technical understanding of legal and regulatory requirements and industry best practice, that are relevant to the Company and its clients
- Ensure that the Company’s policies and procedures are being followed and complied with and, in case of non-compliance, inform the relevant Senior Officer or the Risk and Compliance Team in a timely manner
- Awareness and legal responsibilities and need to report suspicious transactions/complaints and ability to guide others
**Qualifications**:
- CGI or STEP Diploma qualified or other relevant professional qualification
- Member of a relevant Professional Institute and evidence of Continued Professional Development
- Knowledge of the Finance Industry in the Isle of Man with relevant Trust experience
- Working knowledge of Microsoft packages including Excel, Outlook and Word
- Ability to demonstrate effective verbal and written communication skills
- Good understanding of the duties and responsibilities of a Fiduciary
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.
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