Senior Administrator

4 weeks ago


Douglas, 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

**Key competencies for position and level**
- Manages Conflict - Handling conflict situations effectively, with a minimum of noise
- Plans and aligns - Planning and prioritising work to meet commitments aligned with organisational goals
- Interpersonal Savvy - Relating openly and comfortably wit


  • Senior Administrator

    1 month ago


    Douglas, 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...


  • Douglas, United Kingdom Additional Resources Full time

    **Location: Douglas, Isle of Man** **Salary**:£35k per annum + Excellent Benefits** **Job Type: Permanent, 37.5 hours per week** Our client, a cutting-edge alliance of financial service entities, brings together over a century of collective heritage. They are seeking a **Senior Client Administrator **who will foster and manage robust client...

  • Administrator

    4 weeks ago


    Douglas, 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** Department**: Private Wealth **Responsibilities**: - Perform a wide variety of Trust...


  • Douglas, United Kingdom Ability Plus Full time

    Our client is a well-respected company who are looking for a proactive Senior Administrator to successfully manage their own portfolio, building and maintaining strong client relationships. To be considered for this role, you will have worked in a similar role within a TCSP environment, be STEP qualified or working towards a relevant qualification. A salary...


  • Douglas, United Kingdom Ability Plus Full time

    We are supporting our client, a successful international employer based in Douglas, to recruit for a Senior Payments Administrator to join their Finance Team. If you enjoy keeping yourself busy and are able to keep calm under pressure, then this role is for you! Having at least 2 - 3 years’ experience working in a Financial Services environment, you will...


  • Douglas, United Kingdom Ability Plus Full time

    Ability Plus are proud to recruit on behalf of a prestigious, well-established Trust and Corporate Service provider who are looking to add a Senior Trust and Company Administrator to their team. Applicants must have a minimum of 3 years’ experience in a similar role either with or working towards an ICSA or STEP Diploma along with a good knowledge of...


  • Douglas, United Kingdom Ability Plus Full time

    Are you ready to take the next step in your career? One of our clients is looking for a Senior Trust Administrator. If you have 3+ years’ experience in a similar role within a CSP firm, and have a good understanding of regulatory requirements, and hold or are working towards a formal qualification, we would like to hear from you. **About the Isle of...

  • Senior Trust

    1 month ago


    Douglas, United Kingdom Ability Plus Full time

    We are currently recruiting for Senior Trust & Company Administrator on behalf of a client with a well-established presence on the Island. They have a Central Douglas Location with Company Car Parking as standard. Offering an excellent package which includes Insurance, Pension Scheme, Bonus Scheme and a flexible start and finish time if needed. It looks like...


  • Douglas, United Kingdom Valencia Waste Management Full time

    **About Frank Solutions**: Frank Solutions is a holding company that acts as the backbone for a number of diverse businesses based on the Isle of Man, as well as holdings throughout the UK and Europe. We take pride in being the largest independent landfill operator in the UK and we own one of the most substantial energy-generating fleets in the country. Our...

  • HR Administrator

    1 month ago


    Douglas, United Kingdom Zurich Insurance Full time

    **Location: Isle of Man** **The opportunity**: An exciting opportunity has arisen within Zurich to join the local Isle of Man HR team as a HR Administrator. This role will also involve collaboration with the wider Zurich HR Community. We are looking for someone to support senior team members with general administration. It is an exciting time to work in...

  • Senior Administrator

    2 weeks ago


    Douglas, South Lanarkshire, United Kingdom Orchard Recruitment Ltd Full time

    Our Douglas-based CSP Client is seeking a Senior Administrator to join their busy Corporate Services team. Their team provides services relating to a wide variety of corporate matters, including banking and finance (commercial property, ship and aircraft finance), restructuring, mergers and acquisitions, capital markets, employment, property and data...


  • Douglas, United Kingdom Ability Plus Full time

    Acting as a key member of a well-established team, the Junior Trust Administrator will support the Senior Administrators in the management of varied portfolio of companies and trusts. Ideally, you will have previous experience in a CSP or other Financial Services Sector and be ready for the next stage in your career. Our client offers study support to help...


  • Douglas, South Lanarkshire, United Kingdom Orchard Recruitment Ltd Full time

    Our Douglas-based CSP Client is seeking a Senior Administrator to join their busy Corporate Services team. Their team provides services relating to a wide variety of corporate matters, including banking and finance (commercial property, ship and aircraft finance), restructuring, mergers and acquisitions, capital markets, employment, property and data...


  • Douglas, Isle of Man, United Kingdom Orchard Recruitment Ltd Full time

    Our Douglas-based CSP Client is seeking a Senior Administrator to join their busy Corporate Services team. Their team provides services relating to a wide variety of corporate matters, including banking and finance (commercial property, ship and aircraft finance), restructuring, mergers and acquisitions, capital markets, employment, property and data...


  • Douglas, Isle of Man, United Kingdom Orchard Recruitment Ltd Full time

    Our Client is an internationally respected Corporate and Fiduciary services, Fund Administration and Capital Markets business, with offices across multiple jurisdictions and territories who are currently seeking a Senior Trust and Company Administrator to join them in administering a varied portfolio of entities, including asset leasing companies, holding...

  • Senior Secretary

    1 day ago


    Douglas, United Kingdom Isle of Man Government Full time

    **About the role** Join our team as a Senior Secretary within the Community Mental Health Service for Adults (CMHSA) where you will provide dedicated support to the CMHSA Medics via the organisation of clinics, the production of accurate written work, the maintenance of electronic records and a range of other administrative tasks. You will also...


  • Douglas, United Kingdom Isle of Man Government Full time

    Are you looking to **develop and progress your career** in social care and already have experience working in a care setting? **About the role and our team** We are looking for a **Senior Social Care Worker** to join our hardworking team at Southlands where you’ll be responsible for supervising, supporting and working as part of a team in a busy care...


  • Douglas, United Kingdom Ability Plus Full time

    **About the Isle of Man** The Isle of Man is a leading international business centre renowned for its innovation, professionalism, and long-standing policy of positive engagement with international initiatives and standards. The Isle of Man has its own democratically elected Parliament and judicial system. In addition, the Isle of Man has a stable and...

  • Operational Supervisor

    14 hours ago


    Douglas, United Kingdom Isle of Man Government Full time

    **About the role** Join our team as an Operational Supervisor within the Isle of Man Financial Intelligence Unit. The Isle of Man Financial Intelligence Unit (FIU) has a core purpose to protect the integrity of the Isle of Man's financial system, by contributing to the administration of justice through its expertise in detecting financial crime, countering...