Officer - St Helier, United Kingdom - IQ-EQ

IQ-EQ

Verified Company

St Helier, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

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:

Perform a wide variety of Corporate administration tasks accurately and in a timely manner to support the Company's evergrowing and diversified international client base.
Support in the accurate and timely provision of financial administration services.
Work collaboratively with and assist Team Members with the daytoday administration of their institutional portfolios in accordance with the Group's policies and procedures.

Tasks

Act as a role model to junior Team Members and demonstrate the Group Values at all times
Display commitment to deliver excellent client service, operational effectiveness and efficiencies in all assigned tasks
Develop a working knowledge of the Company's policies and procedures in order that you can ensure that they are being followed and complied with and, in case of noncompliance, take responsibility to inform the relevant Manager or the Risk and Compliance Team in a timely manner
Proactively contribute to the team objectives of meeting key performance indicators and achieving objectives
Grow and develop a good understanding of industry best practice in relation to Fund administration
Grow and develop a good understanding of the relevant laws relating to Fund administration in Jersey
Grow and develop appropriate knowledge of the laws of other related Jurisdictions in relation to Fund Structures
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 with the objective of exceeding client expectations
Provide timely and constructive feedback on client administration matters
Identify and develop technical knowledge and communication requirements to a level appropriate to the role
Take ownership for maintaining Continual Professional Development as required for the role and/or for existing professional qualifications or regulatory requirements
Invite feedback and continuously look to improve performance
Proactively acquire knowledge of business activities, products and services
Ensure effective and efficient client correspondence and ensure turnaround times are as short as possible
Ensure client procedures are being adhered to at all times
Maintaining appropriate knowledge and expertise in relation to all applicable banking platforms
Assisting with the preparation of payments
Assisting with the preparation and review of minutes and resolutions
Assisting with the preparation and review of appropriate checklists
Assisting with the preparation of investor capital call and distributions
Assistance relating to addressing and clearing internal reviews
Monitoring client bank accounts
Assisting in the collation and preparation of board packs in advance of board meetings
Monitoring and clearing assigned workflow tasks
Performing 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
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)
Ensure that the Company's policies and procedures are being followed and complied with and, in case of noncompliance, inform the relevant Manager 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
Demonstrate an awareness of legal responsibilities and the need to report suspicious transactions/complaints with an ability to guide others
Organisation of time (including working outside of usual business hours in exceptional circumstances) to ensure that client expectations are met
Oversight of tasks performed by junior Team Members for which you are responsibl

Qualifications:

Desire to study or work towards either one of the following certificates: ICSA Certificate in Offshore Finance and Administration or STEP Foundation Certificate in Offshore Trust
Preferably a good unde