Officer, Private Wealth at IQEQ

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Trust Administrator to perform a variety of administrative tasks. This role involves providing high-quality client service and financial administration to support a diverse international clientele. You will play a crucial role in managing private client portfolios and ensuring tasks are organized efficiently. If you are proactive and thrive in a team-oriented environment, this opportunity will allow you to contribute significantly to achieving team objectives and performance targets.

Qualifications

• Erfahrung in der Verwaltung von Trusts und finanziellen Dienstleistungen.
• Fähigkeit zur effektiven Zeitplanung und Organisation von Aufgaben.

Responsibilities

• Durchführung von Trust-Verwaltungsaufgaben zur Unterstützung des internationalen Kundenstamms.
• Unterstützung des Senior Management Teams bei der Verwaltung von Kundenportfolios.

Skills

Time Management

Client Service

Financial Administration

Team Collaboration

Job description

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.

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.