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
Responsibilities (how we will measure success)
Our corporate team provides director, corporate administration, secretarial, bookkeeping and accounting services to a diverse range corporate structures consisting of companies, limited partnership, unit trusts and other vehicles. The structures serviced by the team include significant commercial real estate structures, capital market programmes and international corporate groups.
Tasks (what does the role do on a day-to-day basis)
- Assist and work collaboratively with the team on day-to-day administrative tasks and matters in respect of their complex corporate client portfolios
- Ensure Corporate client procedures are followed at all times and raising any areas for concern with the Manager/Director and deliver the highest level of client service in line with our Group behaviours with the objective of exceeding client expectations
- Escalate any issues in relation to due diligence and investment related documents and arrange for sign off by Directors
- Ensure turnaround times relating to client correspondence is as short as possible, maintaining a high level of customer service
- Develop working relationships with clients and intermediaries to maximise client retention and identify opportunities for growth for the Guernsey business and build awareness of legal responsibilities and need to report suspicious transactions/complaints and ability to guide others to do the same
- Have a commercial awareness and develop a good level of competitor and industry awareness, particularly in relation to the Guernsey cluster
- Oversee the work of more junior team members – enabling them to learn and grow in their own right and providing them with guidance and support
- 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 as defined in Balanced Contribution.
- Manage transaction processes – setting up board meetings, ensuring director attendance and all documents are correct.
- Authorised signatory – review and sign off payments.
- Pro-actively drive and complete transactions.
Qualifications
- Technology experience - Working knowledge of Microsoft packages including Excel, Outlook and Word
- Professional qualifications - Educated to Degree level and/or relevant professional qualification such as ICSA or STEP
- Industry experience - Minimum of 5 years relevant industry experience within a similar role
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.