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

IQ-EQ
IQ-EQ
Verified Company
St Helier, 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.


Job Description:


Responsibilities

  • Perform a wide variety of Fund 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 institutionalclient portfolios in accordance with the Group's policies and procedures
  • Plan, prioritise and organise tasks and activities efficiently, ensuring effective time management
  • Effectively manage time input on own client portfolio
  • Assist Senior Management Team where required

Tasks

  • 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 assigned 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
  • Demonstrate a good understanding of industry best practice in relation to Fund administration
  • Demonstrate a good understanding of the relevant laws relating to Fund administration in Jersey
  • Develop and maintain appropriate knowledge of the laws of other related Jurisdictions in relation to Fund Structures
  • Develop and maintain a good understanding of the principles of taxation affecting Jersey FundStructures
  • Supervising and mentoring junior Team Members
  • Sharing knowledge and experience throughout the Team, with a particular emphasis on helping develop the experience and expertise of junior staff
  • Possess an ability to understand trust and company legal documents
  • 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 Team Members on all assigned client administration tasks in line with our Group Values
  • Provide technical support to other Team Members
  • Continue and maintain relevant technical knowledge, ensuring Continual Professional Development (CPD) requirements are met
  • Take ownership for maintaining CPD as required for the role and/or for existing professional qualifications or regulatory requirements
  • Invite feedback and continuously 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
  • Maintaining appropriate knowledge and expertise in all applicable banking platforms
  • Assisting with the preparation and approval of payments
  • Assisting with the preparation and review of minutes and resolutions
  • Assisting with the preparation and review of appropriate checklists
  • Assistance relating to addressing and clearing internal reviews
  • Monitoring client bank accounts
  • Assisting in the collation and preparation of papers in advance of signing meetings
  • Monitoring and clearing assigned workflow tasks
  • Delegating printing, copying and scanning tasks as required
  • Maintaining information in the strictest of confidence and in accordance with Group Policies
  • 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 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.
  • Maintain detailed knowledge of policies and procedures and ensure adherence to such policies and procedures in the course of day to day administration activities
  • Maintain a high awareness of risk factors and perform necessary tasks to address such risks (including escalating risks and exercising judgement as to when manager help is needed)
  • Proactively comment on processes with respect t
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