Senior Officer, Funds
- Full-time
- Department: Client Services
- Type of Hire: Permanent
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.
Job Description
- Perform a wide variety of Fund 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 institutional client portfolios in accordance with the Group’s policies and procedures
- Plan, prioritise and organise tasks and activities efficiently, ensuring effective time management
- Effectively manage time input on own client portfolio
- Assist Senior Management Team where required
Day to day:
- Act as a role model and demonstrate the Group Values at all times and ensure engagement and commitment to deliver excellent client service, operational effectiveness and efficiencies in all assigned tasks
- 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 achieving objectives
- Attend and record meetings with clients
- Deputise for your Assistant Manager / Manager when they are out of the office or when you are asked to do so
- Develop and maintain appropriate knowledge of the laws of other related Jurisdictions in relation to Fund Structures and principles of taxation affecting Jersey Fund Structures
- Participate fully and proactively in the promotion of a constructive “client servicing” culture and provide timely and constructive feedback on client administration matters
- Develop and maintain effective working relationships with the Team Members and across all Teams locally to ensure a collaborative approach
- Work proactively and collaboratively with all Team Members on all assigned client administration tasks in line with our Group Values
- Continue and maintain relevant technical knowledge, ensuring Continual Professional Development (CPD) requirements are met
Qualifications
- ICSA qualified or other relevant professional qualification
- Member of a relevant Professional Institute and Evidence of CPD
- Knowledge of the Finance Industry in Jersey
- Relevant Fund administration experience
- Ability to work under pressure and within tight deadlines to meet the Team’s, Service line’s and clients’ expectations
- Good understanding of the duties and responsibilities of a Fund Services Business
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.