Officer, Private Wealth
Full-time
Not Applicable
Client Services
Second Floor, Gaspe House, 66-72 Esplanade
St Helier
JE1 1GH
Jersey
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Job description
You'll play a key role in our Private Wealth team, you will be responsible for providing a variety of administration tasks to support the team and deliver exceptional service to our ever-growing and diversified international client base.
Every day is a new challenge so you’ll need to be a team player at heart, with an eye for detail, great organisational skills so you are able to prioritise your day. Strong communication skills is also a must, with a curious mind to help us increase productivity, efficiencies and deliver the highest level of client service.
Another string to your bow will be to make sure we are compliant with applicable laws, service standards, company policies and procedures. You will need to use your own judgement to identify any risks or concerns and report them in a timely manner.
Together we find solutions and make things happen but to do this we want you to contribute; looking for ways to help us get better at what we do in the most efficient and effective way.
Your long-term career goals are important to us too. We want to make sure we’re providing the support and opportunities you need to achieve your goals so we can build a successful future, together.
Qualifications
Working towards either one of the following: ICSA Certificate in Offshore Finance and Administration or STEP Foundation Certificate in Offshore Trust
Ideally membership of relevant Professional Institute
Evidence of Continued Professional Development
Knowledge of the Finance Industry in Jersey
Minimum of 2 years’ Trust experience
Ability to be flexible and work effectively as part of a Team
Working knowledge of Microsoft packages including Excel, Outlook and Word
Ability to demonstrate effective verbal and written communication skills
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.
Company description
IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.
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For more information please visit https://careers.asl-jersey.co.uk/careers/job/34542.