Senior Officer, Private Wealth at IQEQ

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

Job summary

Join a dynamic team in the UK focused on Trust administration for a diverse international client base. This role involves performing a variety of administrative tasks with precision and efficiency, ensuring high-quality service delivery. You'll actively support the Senior Management Team in managing private client portfolios while contributing to team objectives and achieving performance targets. If you thrive in a fast-paced environment and are passionate about client service, this opportunity is perfect for you.

Qualifications

• Experience in Trust administration and financial services.
• Strong client service skills and effective time management.

Responsibilities

• Perform Trust administration tasks to support international clients.
• Manage private client portfolios and assist Senior Management.

Skills

Trust administration

Client service

Time management

Financial administration

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.