Senior Officer, Private Wealth

1 month ago

St Helier, United Kingdom IQ-EQ Full time

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 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
- Actively support the Senior Management Team with the day-to-day administration of institutionalclient portfolios in accordance with the Group’s policies and procedures
- Plan, prioritise and organise tasks and activities efficiently, ensuring effective time management
- Effectively manage time input on own client portfolio
- Assist Senior Management Team where required

**Tasks**
- 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
- Attend and record meetings with clients
- Deputise for your Assistant Manager / Manager when they are out of the office or when you are asked to do so
- Demonstrate a good understanding of industry best practice in relation to Fund administration
- Demonstrate a good understanding of the relevant laws relating to Fund administration in Jersey
- Develop and maintain appropriate knowledge of the laws of other related Jurisdictions in relation to Fund Structures
- Develop and maintain a good understanding of the principles of taxation affecting Jersey FundStructures
- Supervising and mentoring junior Team Members
- 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
- Work proactively and collaboratively with all Team Members on all assigned client administration tasks in line with our Group Values
- Provide technical support to other Team Members
- Continue and maintain relevant technical knowledge, ensuring Continual Professional Development (CPD) requirements are met
- Take ownership for maintaining CPD as required for the role and/or for existing professional qualifications or regulatory requirements
- Invite feedback and continuously look to improve performance
- Acquire knowledge of business activities, products and services
- 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
- Maintaining appropriate knowledge and expertise in all applicable banking platforms
- Assisting with the preparation and approval of payments
- Assisting with the preparation and review of minutes and resolutions
- Assisting with the preparation and review of appropriate checklists
- Assistance relating to addressing and clearing internal reviews
- Monitoring client bank accounts
- Assisting in the collation and preparation of papers in advance of signing meetings
- Monitoring and clearing assigned workflow tasks
- Delegating printing, copying and scanning tasks as required
- Maintaining information in the strictest of confidence and in accordance with Group Policies
- Assist and work collaboratively with the other Officers and Management Team on day-to-day administrative tasks and matters in respect of their client portfolios
- Assist with project work as the business requires
- Maintain proper and orderly client records
- Actively develop working relationships with clients and intermediaries to maximise client retention and identify opportunities for growth
- Maintain and develop commercial awareness and develop a good level of competitor and industry awareness with a view to identifying business opportunities.
- Maintain detailed knowledge of policies and procedures and ensure adherence to such policies and procedures in the course of day to day administration activities
- Maintain a high awareness of risk factors and perform necessary tasks to address such risks (including escalating risks and exercising judgement as to when manager help is needed)
- Pro-actively comment on processes with respect t

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