Senior Officer, Private Wealth - Isle Of Man, United Kingdom - IQ-EQ

IQ-EQ
IQ-EQ
Verified Company
Isle Of Man, United Kingdom

3 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:


As a Senior Officer (or experienced Trust Officer with 3+ years experience) you will deliver client centric service to a complex and diverse portfolio of clients.

You will be action orientated and willing to take on new challenges with a sense of urgency, high energy and enthusiasm.

You will always be looking for ways to help us improve our processes and procedures in the most effective and efficient way possible.


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

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 Isle of Man
  • Minimum of 5 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
  • Good written and oral communication skills
  • Good organisational skills
  • Working knowledge of Microsoft packages including Excel, Outlook and Word
  • 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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