Company

Iq-EqSee more

addressAddressDouglas, VIC
CategoryAdministrative

Job description

Job Description

Responsibilities 

  • Perform a wide variety of assigned Trust administration tasks accurately and in a timely manner to support the Company’s ever-growing and diversified international client base.
  • Support in the accurate and timely provision of Trust administration services.
  • Work collaboratively with and assist the Private Client Team with the day-to-day administration of their client portfolios in accordance with the Group Company’s policies and procedures.

Tasks 

  • Assist with the preparation of minutes and resolutions.
  • Assist with the preparation and completion of appropriate checklists
  • Assist in addressing and clearing internal reviews
  • 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
  • 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
  • Identify and develop technical knowledge and communication requirements to a level appropriate to role that supports the Group Values
  • Take ownership for maintaining Continual Professional Development as required for the role and/or for existing professional qualifications or regulatory requirements
  • Invite feedback and continuously look to improve performance
  • Pro-actively acquire knowledge of business activities, products and services
  • Ensure effective and efficient client correspondence and ensure turnaround times are as short as possible
  • Ensure client procedures are being adhered to at all times
  • Assist and work collaboratively with the Team on day-to-day administration tasks in respect of their client portfolios in line with our Group Values with the objective of exceeding client expectations
  • Assist with project work as the business requires
  • Maintain proper and orderly client records
  • Assist with an on-going programme of continuous improvement to client service
  • Grow and develop an understanding of the industry
  • Develop a technical understanding of legal and regulatory requirements and industry best practice, that are relevant to the Company and its clients
  • Acquire a working knowledge of policies and procedures in place and responsibility to ensure they are adhering to in the course of day to day administration activities
  • Be aware of risk factors and refer upwards, exercising judgement as to when manager help is needed
  • Acquire a working knowledge of the Company’s policies and procedures in order that you can ensure that they are being followed and complied with and, in case of non-compliance, inform the relevant Manager 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
Refer code: 2417352. Iq-Eq - The previous day - 2024-06-24 03:45

Iq-Eq

Douglas, VIC

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