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Trainee Officer

2 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**:

- 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.

**Day to day**:

- 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

**Qualifications**:

- 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
- Working knowledge of Microsoft packages including Excel, Outlook and Word

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.