Administrator - Douglas, United Kingdom - IQ-EQ

IQ-EQ
IQ-EQ
Verified Company
Douglas, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

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.

  • Perform a wide variety of Trust administration tasks accurately and in a timely manner to support the Company's evergrowing 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
  • Assist the Senior Officers and Management Team with the daytoday 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

Tasks

  • 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
  • Develop and maintain effective working relationships with the Team Members and across all Teams locally to ensure a collaborative approach and work proactively and collaboratively with all Trust Administration Team Members on all client administration tasks
  • Take ownership for maintaining Continual Professional Development as required for the role and/or for existing professional qualifications or regulatory requirements
  • Assist and work collaboratively with the other Officers and Management Team on daytoday administrative tasks and matters in respect of their client portfolios and support an ongoing 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
  • 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
  • Ensure that the Company's policies and procedures are being followed and complied with and, in case of noncompliance, 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

Qualifications

  • Working towards either one of the following: ICSA Certificate in Offshore Finance and Administration or STEP Foundation Certificate in Offshore Trust
  • Ideally membership of relevant Professional Institute
  • Evidence of Continued Professional Development
  • Knowledge of the Finance Industry and relevant Trust experience
  • Able work under pressure and within tight deadlines to meet the Team's, Service line's and clients' expectations
  • Good understanding of the duties and responsibilities of a Fiduciary

Additional Information
At IQ EQ Group Management (Isle of Man) Limited 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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