Senior Officer, Private Wealth

4 weeks 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 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
- Effectively manage time input and work in progress on own portfolio
- Assist Senior Management Team where required

**Tasks (what does the role do on a day-to-day basis)**
- 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
- 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’
- Continue and maintain relevant technical knowledge, ensuring CPD requirements are met
- 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
- 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
- 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
- Be aware of and report suspicious transactions/complaints and guide other team members where required

**Key competencies for position and level (see Group Competency model)**
- 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 with diverse groups of people
- Organisational Savvy - Manoeuvring comfortably through complex policy, process and people related organisational dynamics

**Qualifications**:
**Required Experience**
- ICSA or STEP Diploma qualified or other relevant professional qualification
- Member of a relevant Professional Institute
- Knowledge of the Finance Industry in Jersey
- Minimum of 5 years’ Trust experience
- Working knowledge of Microsoft packages including Excel, Outlook and Word
- Ability to demonstrate effective verbal and written communication skills
- 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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