Officer, Private Wealth - St Helier, United Kingdom - IQ-EQ

IQ-EQ

Verified Company

St Helier, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Company Description

With our organization continuously growing, we strive to empower your growth as well.

At IQ-EQ, we strongly believe in the power of duality and that valuing both IQ and EQ is essential for our people.

If you're looking to do greater things and broaden your horizons, this opportunity could be what you're looking for

Job Description:

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
Assist senior members of the Team 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 in Jersey
Minimum of 2 years' Trust experience
Ability to be flexible and work effectively as part of a Team
Ability to prioritise and multitask
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

Additional Information

Eligibility Requirements: