Senior Trust Officer

4 days ago

SaintHelier, United Kingdom IQ-EQ Full time
Job Description

Senior Officer, Private Wealth

Office: Jersey – Gaspé House - In order to fulfil the requirements of the role, it may be necessary to travel from time to time to client or other IQ-EQ Group office locations

Department: Private Wealth                               

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 requires
  • Maintain 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

  • 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’ Trust experience
  • Ability to be flexible and work effectively as part of a Team
  • Ability to prioritise and multi-task
  • Able work under pressure and within tight deadlines to meet the Team’s, Service line’s and clients’ expectations
  • Good analytical and numerical skills
  • Excellent Trust administration 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
  • 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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