Job Description
Office: Jersey – Gaspé House - In order to fulfil the requirements of the role, it may be necessary to travel from time to time to client or other IQ-EQ Group office locations
Department: Private Wealth
Responsibilities:
* Perform a wide variety of Trust administration tasks accurately and in a timely manner to support the Company’s ever-growing 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 day-to-day 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 day-to-day 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.
* 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
* Pro-actively 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 non-compliance, 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
* 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 experience
* Ability to be flexible and work effectively as part of a Team
* Ability to prioritise and multi-task
* 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 attention to detail
* Ability to demonstrate effective verbal and written communication skills
* 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.