Trainee Officer

8 months 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 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.
- 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 Management Team where required.

**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.
- A good understanding of the principles of taxation affecting Trust and Corporate Structures.
- Knowledge of other related Jurisdictions laws in relation to ‘Trust Company Business’.
- Good understanding of industry best practice in relation to Trust and Company administration.
- Good understanding of the relevant laws relating to ‘Trust Company Business’ in the role location.
- Ability to understand trust and company legal documents.
- 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 tasks delivered.
- 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 Trust Administration Team Members on all client administration tasks.
- Provide technical support to other members of the team.
- Continue and maintain relevant technical knowledge, ensuring CPD requirements are met.
- Take ownership for maintaining Continual Professional Development as required for the role and/or for existing professional qualifications or regulatory requirements.
- Invite feedback and 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.
- 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.
- Develop a good technical understanding of legal and regulatory requirements and industry best practice, that are relevant to the Company and its clients.
- Maintain detailed knowledge of policies and procedures in place and responsibility to ensure they are adhering to in the course of day to day administration activities.
- Be aware of risk factors and refer upwards, exercising judgement as to when manager help is needed.
- Pro-actively comment on processes with respect to improvements and efficiencies.
- 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.
- Provide timely responses to compliance queries and highlight any risk issues that arise.
- Be aware of and report suspicious transactions/complaints and guide other team members where required.
- Awareness and legal responsibilities and need to report suspicious transactions/complaints and ability to guide others.

**Qualifications**:
**Required Experience**
- ICSA or STEP Diploma qualified or other relevant professional qualification.
- Member of a relevant Professional Institute.
- Evidence of Continued Professional Development.
- Knowledge of the Finance Industry in

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