About IQ-EQ
We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 6,500+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$857 billion. We work with 13 of the world’s top‑15 private equity firms.
This Role
You will play a key role within the Private Wealth team, delivering high-quality trust and company administration services to an international client base. Acting as a senior point of support, you will manage your own portfolio of clients, support junior team members, and work closely with senior management to ensure excellent client service, regulatory compliance, and operational efficiency.
What You’ll Do
- You will manage and administer a diverse portfolio of private wealth clients, delivering accurate and timely trust and company administration services in line with policies, procedures, and regulatory requirements.
- You will provide a consistently high level of internal and external client service, ensuring client correspondence, queries, and deliverables are handled efficiently and professionally.
- You will support senior management with the day‑to‑day administration of private client structures, exercising judgment, escalating risks appropriately, and deputizing where required.
- You will demonstrate strong technical knowledge of trust and corporate structures, taxation principles, fiduciary duties, and relevant laws across jurisdictions, acting as a technical resource for the wider team.
- You will actively contribute to a strong client‑servicing culture, acting as a role‑model for Group values and promoting collaboration, operational effectiveness, and continuous improvement.
What We Offer
- Base Salary: Competitive pay based on role, qualifications, experience, and market standards.
- Annual Bonus: Performance‑based discretionary bonus paid annually.
- Referral Rewards: Bonus for employees who successfully refer candidates.
- Pension Contributions: Employer contributes 7%–12% of basic salary depending on level.
- Insurance Benefits: Medical, dental, life assurance, and income protection coverage.
- Additional Benefits: Paid leave, hybrid working, wellness programs, and recognition schemes.
About You
- You have several years of experience in Trust and Private Wealth administration, ideally within the Isle of Man.
- STEP Diploma or another relevant professional qualification would be desirable.
- You have strong technical expertise in trust and company administration, fiduciary responsibilities, and industry best practice.
- You have excellent organisational, analytical, and numerical skills with the ability to prioritise, multitask, and work under pressure to meet deadlines.
- You have strong verbal and written communication skills and are confident building relationships with clients, intermediaries, and internal stakeholders.
