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Provide close team and client management support to ensure excellent quality of service, consistency, and support the Business' organic growth objectives. Actively participate in all aspects and activities relating to the development of IQ-EQ. Meet or exceed key financial and non-financial targets while maximizing revenues and focusing on cost efficiency. Implement initiatives to drive operational excellence and a culture of shared knowledge and delegated responsibility within the team(s). Act as the key point of client contact for allocated relationships and ensure risk management processes are embedded in the culture and operations.
The Power Platform Senior Developer is responsible for developing custom business solutions using Power Platform, Microsoft 365 collaboration tools, and SharePoint Online. They collaborate with stakeholders to automate processes, integrate systems, and provide technical input into development roadmap. The role involves working in a fast-paced environment, prioritizing tasks, and maintaining excellent attention to detail. Strong communication, problem-solving, and research skills are essential for recommending new technologies to improve efficiency. Daily tasks include supporting projects, creating Power Apps models, troubleshooting challenges, designing solutions, and collaborating with team members.
Client Service Manager responsible for managing a team, ensuring deadlines are met, coaching junior staff, reviewing financial information, managing client/auditor expectations, and adding value to clients' systems and processes. Requires CA (SA) qualification, 8 years post articles experience, solid knowledge of IFRS and US GAAP, and proficiency in MS Office. Must have managerial experience and strong communication skills.
Perform Trust administration tasks accurately and timely, support Private Client Team, uphold Company's policies and procedures, collaborate with team members, and demonstrate good communication and organizational skills.
The Assistant Manager, Private Wealth will actively contribute to improving processes, administer a portfolio of clients, support business opportunities, manage a Client Administration Team, assist with new business take-ons, and contribute to meeting commercial objectives and targets.
Junior Project Manager responsible for user satisfaction of key group R&D systems, supporting product manager in roadmap creation and implementation, delivering features and enhancements, and providing inputs to key product meetings. Additional tasks include being a point of contact between product and stakeholders, supporting product deployment cycles, and assisting with client implementations.
Manage a varied book of business, oversee full life cycle of clients, act as personal director on various funds and vehicles, lead regulatory outsourcing, build relationships with stakeholders, monitor service delivery model, ensure compliance, meet revenue targets, assist in new product launches.
Perform a wide variety of assigned Trust administration tasks accurately and in a timely manner to support the Company’s international client base. Assist the Private Client Team with day-to-day administration of client portfolios. Collaborate with team members to deliver Trust administration services effectively.
Resolve technical accounting queries, provide support to sales and implementation teams, perform reviews on financial statements and client deliverables, monitor accounting changes, develop technical presentations, identify control weaknesses, improve processes, support senior management, collaborate with team members, and contribute to business development.
Manage a multi asset class range of funds including UCITS and AIF's. Daily management of investors subscriptions and redemptions. Develop systems for process efficiencies. Address investment operational issues and ensure risk management processes are in place. Ensure compliance with regulatory requirements and best practices.
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