Officer, Private Wealth

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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

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.

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