Trust Company Administrator
Trust Company Administrator
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Job Description
Our collaborative Private Wealth team is seeking a diligent and proactive Trust & Company Administrator to join our Isle of Man office.
In this role you will perform a wide variety of Trust and Company administration tasks accurately and in a timely manner to support the Companys evergrowing and diversified international client base.
This is a great opportunity for someone with a background in financial services who is working towards either the CGI Certificate in Offshore Finance and Administration or STEP Foundation Certificate in Offshore Trust.
Day to day
- 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 daytoday administration of private client portfolios in accordance with the Companys policies and procedures
- Assist the Team with daytoday tasks such as the preparation of trustee/board minutes payment instructions due diligence documents preparing documents for liaising with third party professional advisors and banks
- Work proactively and collaboratively with all Trust Administration Team Members on all client administration tasks
- Take ownership for maintaining Continual Professional Development as required for the role and/or for existing professional qualifications or regulatory requirements
- Deliver the highest level of client service in line with our Group Values with the objective of exceeding client expectations
- Assist and work collaboratively with the other Officers and Management Team on daytoday administrative tasks and matters in respect of their client portfolios
- 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 daytoday administration activities
- Ensure that the Companys policies and procedures are being followed and complied with and in case of noncompliance inform the relevant Senior Officer or the Risk and Compliance Team in a timely manner
- Be aware of and report suspicious transactions/complaints and guide other team members where required.
Qualifications :
- Working towards either one of the following: CGI Certificate in Offshore Finance and Administration or STEP Foundation Certificate in Offshore Trust
- Ideally membership of relevant Professional Institute
- Knowledge of the Finance Industry
- Previous Trust and Company experience
- Able work under pressure and within tight deadlines to meet the Teams Service lines and clients expectations
- Good understanding of the duties and responsibilities of a Fiduciary.
Additional Information :
At IQEQ 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.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
