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IQ-EQ
14/3/2025
⌛️
⚖️ Client Services
🕒 Full-Time
🟦 Junior
Financial Services
201+ people

Job Description

Our collaborative Private Wealth team is seeking a diligent and pro-active Trust & Company Administrator to join our Isle of Man office.

In this role you will perform a wide variety of Trust and Company administration tasks accurately and in a timely manner to support the Company’s ever-growing and diversified international client base.

This is a great opportunity for someone with a background in financial services who is working towards either the CGI Certificate in Offshore Finance and Administration or STEP Foundation Certificate in Offshore Trust.

Day to day

  • Provide a high level of quality internal and external client service and the accurate and timely provision of financial administration services
  • Assist the Senior Officers and Management Team with the day-to-day administration of private client portfolios in accordance with the Company’s policies and procedures
  • Assist the Team with day-to-day tasks such as the preparation of trustee/board minutes, payment instructions, due diligence documents, preparing documents for execution, liaising with third party professional advisors and banks
  • Work proactively and collaboratively with all Trust Administration Team Members on all client administration tasks
  • Take ownership for maintaining Continual Professional Development as required for the role and/or for existing professional qualifications or regulatory requirements
  • Deliver the highest level of client service in line with our Group Values with the objective of exceeding client expectations
  • Assist and work collaboratively with the other Officers and Management Team on day-to-day administrative tasks and matters in respect of their client portfolios
  • Develop a good technical understanding of legal and regulatory requirements and industry best practice, that are relevant to the Company and its clients
  • Maintain detailed knowledge of policies and procedures in place and responsibility to ensure they are adhering to in the course of day-to-day administration activities
  • Ensure 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 manner
  • Be aware of and report suspicious transactions/complaints and guide other team members where required.

Requirements

  • Working towards either one of the following: CGI Certificate in Offshore Finance and Administration or STEP Foundation Certificate in Offshore Trust
  • Ideally membership of relevant Professional Institute
  • Knowledge of the Finance Industry
  • Previous Trust and Company experience
  • Able work under pressure and within tight deadlines to meet the Team’s, Service lines and clients’ expectations
  • Good understanding of the duties and responsibilities of a Fiduciary.

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.

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

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Professional Qualifications

66549a33248ee57970368e9b_boyXMOBoy6S1iOjdEDRAbNBOJ0NdLJ6Kxy1mYcDramM.png

Flexible Working

66549a3aa0764abe20b8c5b8_2SWZXlhDfpbbj9Zau9RVyunNG0lLTXUmhQ0arPjnaL4.png

Life Assurance

66549a3a4c5404d6ecd1aa87_gmgDFRu9xx7tvM6hGinPHXdznP_31IvJ5JbwSZtH-4c.png

Private Healthcare

66549a3baf1ee7d2f004d461_iTR5tEWln4wrHIIku42AtE5JOQ0rZZtQt3R6ilB_z7Y.png

Annual Leave

66549a296ed96a239c85c134_TwJPWILGH6tpS0PgRIi9vRlVPs1VaRjHjNJLiLxNXIA.png

Paid Volunteer Time

66549a2c69e0ef5c754549c5_p_wCufC0iEKLfVmlSlvP65AWHpdGXQD-oVBZeY7rBX4.png

Social Events

66549a38a0764abe20b8c4e6_iZGxZUiL3Anf5u-3y7SFMqvHQUI7xQr850_DJeS8zBo.png

Car Parking

66549a3e3d91cb5f3c507ce1_a-PilieyKtH9dPGc1i9P7bYviemOfvAsiGRJvzOQ5pQ.png

Pension

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Income Protection

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

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