Officer, Private Wealth

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 locationsDepartment: 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 baseProvide a high level of quality internal and external client service and the accurate and timely provision of financial administration servicesActively support the Senior Management Team with the day-to-day administration of private client portfolios in accordance with the Company’s policies and proceduresPlan, prioritise and organise tasks and activities efficiently, ensuring effective time managementEffectively manage time input and work in progress on own portfolioAssist Senior Management Team where requiredTasks: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 objectivesAttend and record meetings with clientsDeputise for your Assistant Manager / Manager when they are out of the office or when you are asked to do soA good understanding of the principles of taxation affecting Trust and Corporate StructuresKnowledge of other related Jurisdictions laws in relation to ‘Trust Company Business’Good understanding of industry best practice in relation to Trust and Company administrationGood 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 deliveredParticipate fully and proactively in the promotion of a constructive “client servicing” cultureProvide timely and constructive feedback on client administration mattersDevelop and maintain effective working relationships with the Team Members and across all Teams locally to ensure a collaborative approachWork proactively and collaboratively with all Trust Administration Team Members on all client administration tasksProvide technical support to other members of the teamContinue and maintain relevant technical knowledge, ensuring CPD requirements are metTake ownership for maintaining Continual Professional Development as required for the role and/or for existing professional qualifications or regulatory requirementsInvite feedback and look to improve performanceAcquire knowledge of business activities, products and servicesDeliver the highest level of client service in line with our Group behaviours with the objective of exceeding client expectationsEnsure effective and efficient client correspondence and ensure turnaround times are as short as possibleAssist 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 requiresMaintain proper and orderly client recordsActively develop working relationships with clients and intermediaries to maximise client retention and identify opportunities for growthMaintain 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 clientsMaintain detailed knowledge of policies and procedures in place and responsibility to ensure they are adhering to in the course of day to day administration activitiesBe aware of risk factors and refer upwards, exercising judgement as to when manager help is neededPro-actively comment on processes with respect to improvements and efficienciesEnsure 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 mannerProvide timely responses to compliance queries and highlight any risk issues that ariseBe aware of and report suspicious transactions/complaints and guide other team members where requiredAwareness and legal responsibilities and need to report suspicious transactions/complaints and ability to guide others