Trust & Company Administrator

September 13, 2024

IQ EQ Administration Services (UK) Ltd

Douglas

OTHER & FULL TIME

Job Description

Responsibilities:

Perform a wide variety of Trust and Company 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
Assist the Senior Officers and 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, work in progress and KPI's
Assist senior members of the Team where required

Tasks:

Assist the Team with day-to-day tasks such as the preparation of trustee/board minutes, payment instructions, due diligence documents, preparing documents for execution, liaising with third party professional advisors and banks
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
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 Values with the objective of exceeding client expectations
Ensure effective and efficient client correspondence and ensure turnaround times are as short as possible
Ensure client procedures are followed at all times
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
Support an on-going programme of continuous improvement to client service, identifying and escalating opportunities as appropriate
Grow commercial awareness and develop a good level of competitor and industry awareness
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

Qualifications

Working towards either one of the following: ICSA Certificate in Offshore Finance and Administration or STEP Foundation Certificate in Offshore Trust
Ideally membership of relevant Professional Institute
Evidence of Continued Professional Development
Knowledge of the Finance Industry
Minimum of 2 years' Trust and Company 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 lines and clients' expectations
Good analytical and numerical skills
Excellent Trust and Company 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.

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 ID 557591280

We regret to inform you that this job opportunity is no longer available