Trainee Officer, Private Wealth

8 months ago


Guernsey, 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.

You will assist the Officer and Management Team with the day-to-day administration in accordance with the Company’s policies and procedures.

Provide a high level of quality internal and external client service and the accurate and timely provision of administration services.

**Tasks**
- Actively support and perform in line with the Group initiatives
- Participate fully and proactively in the promotion of a constructive “client servicing” culture
- Develop and maintain effective working relationships with the Teams and Management Team to ensure a collaborative approach
- Work proactively and collaboratively with all Administration Team Members on all client administration tasks
- Plan, prioritise and organise tasks and activities efficiently, ensuring effective time management
- Invite feedback and look to improve performance
- Acquire knowledge of business activities, products and services
- Assist senior members of the Team where required
- 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 and the client’s working style has been respected
- Assist and work collaboratively with the other (Senior) Officers and Management Team on day-to-day administrative tasks and matters in respect of their client portfolios
- Complete client administration matters accurately and in a timely manner
- Ensure client procedures are followed at all times
- Maintain proper and orderly client records
- Support an on-going programme of continuous improvement to client service, identifying and escalating opportunities as appropriate

**Key behaviours we expect to see**

In addition to demonstrating our Group Values (Authentic, Bold, and Collaborative), the role holder will be expected to demonstrate the following:

- Attention to detail
- High standard of client service
- Organisational 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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