Senior Officer, Private Wealth

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**:
As a Senior Officer (or experienced Trust Officer with 3+ years experience) you will deliver client centric service to a complex and diverse portfolio of clients. You will be action orientated and willing to take on new challenges with a sense of urgency, high energy and enthusiasm. You will always be looking for ways to help us improve our processes and procedures in the most effective and efficient way possible.

**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

**Qualifications**:

- 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 Isle of Man
- Minimum of 5 years’ Trust experience
- Ability to be flexible and work effectively as part of a Team
- Ability to prioritise and multi-task
- Able work under pressure and within tight deadlines to meet the Team’s, Service line’s and clients’ expectations
- Good analytical and numerical skills
- Excellent Trust administration skills
- Good written and oral communication skills
- Good organisational skills
- Working knowledge of Microsoft packages including Excel, Outlook and Word
- Good understanding of the duties and responsibilities of a Fiduciary

Additional Information

At IQ-EQ 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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