Senior Officer

5 months ago

St Helier, United Kingdom IQ-EQ Full time

Company Description

IQ-EQ is part of 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 requiresMaintain 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 Jersey
- Minimum of 5 years’ Trus

  • Senior Trust Officer

    5 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** Senior Officer, Private Wealth** **Office**: Jersey - Gaspé House - In order to fulfil...

  • Senior Officer, Private Wealth

    5 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 (how we will measure success)** - Perform a wide variety of Trust...

  • Trainee Officer

    7 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...

  • Business Risk Officer

    6 months ago

    St Helier, United Kingdom Citi Full time

    **Responsibilities**: - Provide thought leadership in continually reviewing process and identifying improvements - Has the ability to operate with a limited level of direct supervision. - Can exercise independence of judgement and autonomy. - Acts as SME to senior stakeholders and /or other team members. **Trust Specific Business Risk Key...

  • Trust Officer, Private Wealth

    7 months ago

    St Helier, United Kingdom IQ-EQ Full time

    Company Description IQ EQ Group Management (Isle of Man) Limited is part of 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...

  • Senior Officer, Monitoring

    7 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**: You’ll be working with the Head of Monitoring & Reporting and the...

  • Senior Officer, Funds and Institutional

    7 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. - Perform a wide variety of administration tasks accurately and in a timely manner to support the...

  • Trust Reporting Officer

    5 months ago

    St Helier, United Kingdom Computershare Full time

    **Trust Reporting Officer** **Jersey** We’re committed to your flexibility and wellbeing. You’ll experience this through our supportive approach, continuous learning opportunities, empowerment in your role and the ability to balance work and life. Find out more about our culture of flexible working. **We offer you a world of possibilities** Empower...

  • Relationship Support Officer

    2 weeks ago

    Saint Helier, United Kingdom Standard Bank Group Full time

    Job Title:Senior, Relationship Support OfficerJob Summary:We are seeking a highly skilled Senior, Relationship Support Officer to join our team at Standard Bank Group. As a key member of our support team, you will be responsible for providing exceptional service to our Relationship Managers, ensuring that our clients receive a favourable experience and...

  • Senior Officer, Funds

    5 months ago

    Saint Helier, United Kingdom IQ EQ Administration Services (UK) Ltd Full time

    Perform a wide variety of Fund 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...

  • Senior Privacy Consultant

    6 months ago

    St Helier, United Kingdom Calligo Full time

    **Why this opportunity at Calligo?** **Connect with colleagues globally** Working closely with colleagues across the UK, Europe and North America we have vibrant, modern office spaces all over the world! This is an exciting role for an individual to join the Privacy Services team and be focused on understanding the client's business and supporting...

  • Senior Manager

    6 months ago

    Saint-Helier, United Kingdom Apex Group Full time

    Residency5 years residency NOT requiredEmployerApex GroupClosing date01 April 2024Reference55716ContractPermanentHoursFull TimeSalaryNegotiableOur role We are seeking a Manager / Senior Manager to join our Private Client and Family office Team to run with the supervision, management and development of a team of Administrators, reporting directly into Senior...

  • Senior Administrator

    5 months ago

    St Helier, United Kingdom Moore Stephens Full time

    **Job Description**: Job title: Senior Administrator Department: Private Client Services Reporting to: Manager Job Level: 3 Role purpose: Being a member of dedicated and progressive team, providing comprehensive administration services to our international client base and their structures, whilst administering a complex client portfolio. Core...

  • Senior Pensions Officer

    3 weeks ago

    Bury St, Suffolk, United Kingdom Suffolk County Council Full time

    Job Title: Senior Pensions OfficerJob Summary:We are seeking a highly skilled Senior Pensions Officer to join our team at West Suffolk Council. As a Senior Pensions Officer, you will be responsible for delivering environmental projects across West Suffolk, making environmental improvements for the council, its residents, its communities, and its...

  • Senior Administrator

    5 months ago

    St Helier, United Kingdom JTC Group Full time

    **Join JTC where your contribution will be valued.**: We currently have an exciting opportunity for a Senior Administrator - Private Client to join our team in Jersey. The role will have a specific focus on providing business analysis and business intelligence support to the team. The role will report into a Director within the PCS Operations Team based in...

  • Administrator /senior Administrator - Corporate

    6 months ago

    St Helier, United Kingdom JTC Group Full time

    **Join Team JTC where your contribution will be valued.**: The role holder will be required to administer a client portfolio, under the supervision of a Senior Administrator / Assistant Manager or given Line Manager. They should be able to demonstrate a clear understanding of the client’s portfolio, including risk awareness, relationship management and...

  • Senior Development Mangement Officer

    5 days ago

    St Albans, United Kingdom Stonehouse Recruitment Group Limited Full time

    Senior Development Management Officer A Local Authority in Central England is looking for a Senior Development Management Officer to deal with a mixed caseload. This would be on an initial 3-6 Month contract. About The Role The client is looking for a candidate to come in and carry a mixed caseload of minors, complex minors and mediums. The role will be a...

  • Senior Development Mangement Officer

    6 days ago

    St Albans, United Kingdom Stonehouse Recruitment Group Limited Full time

    Senior Development Management OfficerA Local Authority in Central England is looking for a Senior Development Management Officer to deal with a mixed caseload. This would be on an initial 3-6 Month contract.About The RoleThe client is looking for a candidate to come in and carry a mixed caseload of minors, complex minors and mediums.The role will be a hybrid...

  • Senior Trust Officer

    3 weeks ago

    St Peter Port, United Kingdom AP Group Ltd Full time

    Job Title: Senior Trust OfficerJob Summary: We are seeking a Senior Trust Officer to join our team at AP Group Ltd. The successful candidate will be responsible for maintaining and delivering the administration of a portfolio of client cases, while maintaining relationships to provide an overall quality service.Key Responsibilities:Manage a mixed portfolio...

  • Senior Accommodation Officer

    4 weeks ago

    Bury St, Suffolk, United Kingdom https:jobs-redefined.cositemap Full time

    Job Title: Senior Accommodation OfficerJob Summary:We are seeking a highly skilled Senior Accommodation Officer to join our team at West Suffolk Council. As a key member of our Energy and Sustainability Team, you will play a crucial role in delivering environmental projects across West Suffolk, making environmental improvements for the council, its...