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Assistant manager, funds & institutional

St Helier
IQ-EQ
Assistant manager
Posted: 23 July
Offer description

Job Description


In this role, you'll be based at Jersey's Gaspé House and will occasionally travel to client or other IQ-EQ Group office locations. As part of the Funds & Institutional department, you'll assist in managing a Client Administration Team, ensuring the highest standards of administration for a diverse client portfolio.

What You'll Do –

* Take personal responsibility for a high-value Client Portfolio, overseeing administration and ensuring client satisfaction.
* Support the Manager and Senior Manager in achieving business KPIs, including revenue targets, billable utilisation rates, and effective cash management.
* Provide technical support to team members and contribute to process improvements for operational excellence.
* Develop and maintain strong relationships with clients and intermediaries to generate new business opportunities.
* Support risk management processes, ensuring adherence to company policies, procedures, and applicable regulations.
* Participate in client visits, new business take-on, and fee reviews to drive business growth and profitability.
* Identify and address training needs within the team, promoting a culture of continuous learning and development.
* Assist in recruitment and performance management of team members, including conducting 'Everyday Conversations'.
* Stay abreast of local and international regulatory requirements, supporting the business with impact and risk assessments.
* Actively contribute to cross-departmental initiatives and projects to enhance overall business performance.

Qualifications


What You'll Bring –

* ICSA or STEP Diploma qualified or other relevant professional qualification
* Minimum of 5 years' relevant industry experience
* Sound understanding of Fund Services Business laws, fiduciary duties, and industry best practices in fund and company administration
* Proficiency in relevant IT applications and good analytical skills
* Excellent attention to detail, communication, and relationship-building skills
* Ability to work collaboratively, manage workflow, and support team members
* Resilient and able to work under pressure, meeting tight deadlines
* Risk-aware with high levels of integrity and commercial acumen
* Knowledge of other jurisdictions' laws and taxation effects on fund structures (preferred)

Why Join Us?

* Hybrid flexibility - work from office 2 days a week.
* A supportive, team-driven environment with opportunities to grow.
* Benefits such as Pension scheme, life cover, income protection and many more.

If you're detailed oriented and thrive in a fast-paced setting, we'd love to hear from you!

At IQ-EQ, we thrive on expertise, collaboration, and innovation. This isn't just a job - it's an opportunity to be a part of something bigger.



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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