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IQ-EQ
14/3/2025
⌛️
🗂️ Administration & Support
🕒 Full-Time
🟧 Senior
Financial Services
201+ people

Job Description

Are you a skilled trust professional ready to elevate your career? Join our dynamic and forward-thinking team, where your expertise will shape the future of private wealth administration. If you thrive in a fast-paced environment and are passionate about delivering top-tier client service, this opportunity is for you!

Your Key Responsibilities -

  • Provide high-quality trust administration services to an international client base.
  • Manage private client portfolios efficiently, ensuring compliance with company policies.
  • Support Senior Management with administrative tasks and project work.
  • Maintain and develop strong client and intermediary relationships.
  • Ensure compliance with legal, regulatory, and internal risk management policies.

What You'll Do Daily -

  • Handle daily trust administrative tasks, ensuring accuracy and efficiency.
  • Attend and document client meetings, providing excellent service.
  • Act as deputy for Assistant Managers/ Mangers when required.
  • Stay updated on tax regulations affecting trust and corporate structures.
  • Provide technical support and guidance to team members.
  • Maintain organized and accurate client records.
  • Identify opportunities for client growth and retention.
  • Ensure compliance with regulatory requirements and internal policies.
  • Collaborative with internal teams for smooth service delivery.
  • Work on business development opportunities through industry awareness.

Requirements

  • STEP/CGI Diploma or relevant professional qualification.
  • Strong understanding of Isle of Man financial regulations.
  • Exceptional communication, analytical and problem-solving skills.
  • Proficiency in Microsoft Office (Excel, Word, Outlook).
  • Good understanding of the duties and responsibilities of a Fiduciary.

If you're looking for a role that challenges you, values your expertise, and offers a path for growth - this is it!

Experience

IQEQ - Banner.webp
💰 Financial Services
👥 201+ people
Show Perks

IQ-EQ is a leading global investor services group offering comprehensive compliance, administration, and asset services to clients worldwide.

❤️
Paid Volunteer Time
🎓
Professional Qualifications
🚗
Car Parking
🩺
Private Healthcare
🌴
Annual Leave
🏦
Pension
🛡️
Income Protection
🎳
Social Events
Flexible Working
👪
Life Assurance
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Perks & Benefits

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Paid Volunteer Time

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Professional Qualifications

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Car Parking

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Private Healthcare

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Annual Leave

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Pension

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Income Protection

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Social Events

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Flexible Working

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Life Assurance

Note: The perks and benefits displayed provide a general overview of what this employer offers. Specific details regarding each perk, including eligibility and terms, will be provided directly by the employer during the application and interview process.

Hiring Process

  1. 30-min phone interview with TA
  2. 60-min in-person interview with Hiring Manager and Team Member

Apply for this job

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Found the perfect match?
Apply direct to IQ-EQ now!

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