Trainee Officer

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 assigned Trust administration tasks accurately and in a timely manner to support the Company’s ever-growing and diversified international client base.
- Support in the accurate and timely provision of Trust administration services.
- Work collaboratively with and assist the Private Client Team with the day-to-day administration of their client portfolios in accordance with the Group Company’s policies and procedures.

**Tasks**
- Assist with the preparation of minutes and resolutions.
- Assist with the preparation and completion of appropriate checklists
- Assist in addressing and clearing internal reviews
- Demonstrate the Group Values at all times and ensure engagement and commitment to deliver excellent client service, operational effectiveness and efficiencies in all assigned tasks
- 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 Team Members on all assigned client administration tasks
- Identify and develop technical knowledge and communication requirements to a level appropriate to role that supports the Group Values
- Take ownership for maintaining Continual Professional Development as required for the role and/or for existing professional qualifications or regulatory requirements
- Invite feedback and continuously look to improve performance
- Pro-actively acquire knowledge of business activities, products and services
- Ensure effective and efficient client correspondence and ensure turnaround times are as short as possible
- Ensure client procedures are being adhered to at all times
- Assist and work collaboratively with the Team on day-to-day administration tasks in respect of their client portfolios in line with our Group Values with the objective of exceeding client expectations
- Assist with project work as the business requires
- Maintain proper and orderly client records
- Assist with an on-going programme of continuous improvement to client service
- Grow and develop an understanding of the industry
- Develop a technical understanding of legal and regulatory requirements and industry best practice, that are relevant to the Company and its clients
- Acquire a working 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
- Acquire a working knowledge of the Company’s policies and procedures in order that you can ensure that they are being followed and complied with and, in case of non-compliance, inform the relevant Manager 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**
- Communicates Effectively - Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences
- Customer Focus - Building strong customer relationships and delivering customer-centric solutions
- Action Orientated - Taking on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm
- Being Resilient - Rebounding from setbacks and adversity when facing difficult situations

**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:

- Reliable
- Enthusiastic Team player
- Methodical and flexible
- Professional
- Approachable
- Accurate
- Resilient with the ability to remain focused in fast paced environment

**Qualifications**:
**Required Experience**
- Desire to study or work towards either one of the following certificates: ICSA Certificate in Offshore Finance and Administration or STEP Foundation Certificate in Offshore Trust
- Preferably a good understanding of the Finance Industry
- Ability to be flexible and work effectively as part of a Team
- Ability to multi-task
- Ability to work under pressure and within tight deadlines to meet the Teams, Service Lines and Clients expectations
- Good analytical and numerical skills
- Good administrative skills
- Good written and oral communication skills
- Good organisational skills
- Working knowledge of Microsoft packages including Excel, Outlook and Word
- Good attention to detail
- Ability to demonstrate effective verbal and written communication skills

Additional Information

At IQ EQ