Trainee Administrator

3 weeks ago

Isle Of Man, 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 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.

**Tasks**
- Assist with the preparation of minutes and resolutions and assist with the preparation, completion of appropriate checklists, 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 and 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
- Take ownership for maintaining Continual Professional Development as required for the role and/or for existing professional qualifications or regulatory requirements
- Ensure effective and efficient client correspondence and ensure turnaround times are as short as possible and 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
- 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 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

**Qualifications**:

- 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
- Ability to work under pressure and within tight deadlines to meet the Teams, Service Lines and Clients expectations
- Working knowledge of Microsoft packages including Excel, Outlook and Word
- 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.

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