Administrator, Private Wealth

Company Description

IQ-EQ is part of 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

We are looking for a motivated and detail-oriented Trust Administrator to join our team in the Isle of Man. This role offers the opportunity to work within a dynamic fiduciary environment supporting a diverse international client base.

What you'll do 

•  Administer a range of trust and company structures in compliance with internal policies and regulatory requirements.
• Provide accurate and timely client and financial administration services.
• Support Senior Officers and Management with day-to-day running of private client portfolios.
• Prioritize and organize tasks effectively to meet tight deadlines and service operations.
• Maintain well organized and up-to-date client records and correspondence.
• Deliver high standards of client service and build positive working relationships across teams.
• Collaborate with collogues to identify opportunities for process improvements and operational efficiency.
•  Ensure adherence to internal procedures and external regulations, escalating risks where necessary.
• Contribute to project work and business initiative as required.
• Stay current with industry regulations, legal changes, and company best practices.
• Demonstrate the company's core values and maintain a professional and proactive approach.
• Promote a culture of continuous learning and actively pursue professional development.

Qualifications

What we're looking for

• Experience in Trust administration.
• Working towards ICSA Certificate on Offshore Finance and Administration or STEP Foundation Certificate in Offshore Trust.
• Membership of a relevant professional body. (preferred)
• Evidence of continued professional development. (COD)
• Strong knowledge of trust structures, fiduciary duties and regulatory compliance.
• Excellent organizational and time management skills.
• Strong verbal and written communication abilities.
• Proficient in Microsoft Office. 

Why join us?

• Hybrid flexibility - work from office 2 days a week.
• A supportive, team-driven environment with opportunities to grow.
• Benefits such as Pension scheme, life cover, income protection and many more.

At IQ-EQ, we thrive on expertise, collaboration, and innovation. This isn't just a job - it's an opportunity to be a part of something bigger.

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.