Officer, Private Wealth

2 weeks ago

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

**Responsibilities**:

- Provide 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.
- Assist the Management Team with the day-to-day administration of private client portfolios in accordance with the Company's policies and procedures.
- Provide a high level of quality internal and external client service and the accurate and timely provision of administration services.

**Tasks**:

- Assist and work collaboratively with the Trainee and Senior Officers on day-to
- day administrative tasks and matters in respect of their client trust portfolios
- Complete client trust administration matters accurately and in a timely manner
- Ensure client trust procedures are followed at all times
- Organise, attend and take minutes at board meetings
- Deliver the highest level of client service in line with our Group behaviours with the objective of exceeding client expectations.
- Escalate any issues in relation to due diligence and investment related documents and arrange for sign off by Directors
- Ensure turnaround times relating to client correspondence is as short as possible
- Develop working relationships with clients and intermediaries to maximise client retention and identify opportunities for growth
- Develop working relationships with clients and intermediaries to maximise client retention and identify opportunities for growth
- Awareness of legal responsibilities and need to report suspicious transactions/complaints and ability to guide others
- Maintain proper and orderly client records
- Support an on-going programme of continuous improvement to client service, identifying and escalating opportunities as appropriate
- Grow commercial awareness and develop a good level of competitor and industry awareness
- Prepare and process payments onto various electronic banking systems in accordance with internal policies and procedures

**Qualifications**
- Working towards STEP or other relevant qualification
- Knowledge of Finance Industry in Guernsey
- Trust administration experience
- 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.

**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 ID 1987687960

  • Relationship Director/banker

    1 day ago

    Saint Peter Port, United Kingdom Barclays Full time

    **Relationship Director or Banker - Private Clients and Family Office** **Guernsey** As a Barclays Relationship Director or Banker - Private Clients and Family Office, you’ll grow and develop relationships with multinational Family Office and local islands based private clients, typically generating sustained revenue by becoming a “trusted advisor”....

  • Account Review Team

    5 days ago

    Saint Peter Port, United Kingdom Julius Baer Full time

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. To undertake client documentation (CDD) review and data input for new accounts, identifying and communicating any...

  • Senior Crew Services Officer

    2 weeks ago

    Saint Peter Port, United Kingdom Praxis Group Full time

    Praxis is an independent, leading provider of bespoke private wealth, corporate administration and yacht services to companies, individuals and families across the world. Our expertise and experience is driven by recruiting and retaining the brightest and best and creating a culture that allows people to thrive. Our independence encourages an open culture...

  • Senior Client Administrator, Pwfo

    5 days ago

    Saint Peter Port, United Kingdom TMF Group Full time

    **Job no**: 576150 **Work type**: Full time **Location**: Saint Peter Port, Guernsey, St Helier, Jersey **Categories**: Private Wealth **Office Location**: Guernsey **DISCLAIMER TEXT** **ABOUT TMF GROUP** TMF Group is a leading provider of administrative services, helping clients invest and operate safely around the world. As we’re a global company with...

  • Senior Fiduciary Officer

    2 weeks ago

    Saint Peter Port, United Kingdom Northern Trust Corp. Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...

  • Assistant Vice President Private Equity

    2 weeks ago

    Saint Peter Port, United Kingdom Citco Full time

    AVP Private Equity Fund Accounting United Kingdom - Guernsey **About Citco** Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office Locations worldwide. With more than $1.8 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’...

  • Vice President Private Equity Fund Accounting

    2 weeks ago

    Saint Peter Port, United Kingdom Citco Full time

    VP Private Equity Fund Accounting United Kingdom - Guernsey **About Citco** Citco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With more than $1 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’...

  • Associate - Trusts and Private Wealth 1+pqe

    2 weeks ago

    Saint Helier, United Kingdom Chadwick Nott Full time

    A leading offshore firm are looking to add to their tier 1 Trust and Private Wealth at Associate level. The firm offer a great work life balance, as well as the financial benefits of the Channel Islands. Chadwick Nott Ltd is acting as an Employment Business in relation to this vacancy.

  • Trainee

    7 days ago

    Saint Peter Port, United Kingdom Julius Baer Full time

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. IMPORTANT **YOUR CHALLENGE**: **Responsibilities** - Understand each department’s daily processes and goals. - Provide...

  • Officer, Finance

    5 days ago

    Saint Peter Port, 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**: - You will create, process and produce sales ledger invoices in accordance with relevant...