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

IQ-EQ
IQ-EQ
Verified Company
St Helier, United Kingdom

4 days 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.


Job Description:


Responsibilities

  • 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
  • Actively support the Senior 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 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 daytoday administrative tasks and matters in respect of their client portfolios
  • Assist with project work as the business requiresMaintain 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
  • Proactively 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 noncompliance, 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:


Required Experience

  • 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 experi
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