🎉 Thank you for subscribing to our newsletter, you'll be the first to hear about updates and opportunities. 🚀
IQ-EQ
14/3/2025
⌛️
🗂️ Administration & Support
🕒 Full-Time
🟧 Senior
Financial Services
201+ people

Job Description

Are you a skilled trust professional ready to elevate your career? Join our dynamic and forward-thinking team, where your expertise will shape the future of private wealth administration. If you thrive in a fast-paced environment and are passionate about delivering top-tier client service, this opportunity is for you!

Your Key Responsibilities -

  • Provide high-quality trust administration services to an international client base.
  • Manage private client portfolios efficiently, ensuring compliance with company policies.
  • Support Senior Management with administrative tasks and project work.
  • Maintain and develop strong client and intermediary relationships.
  • Ensure compliance with legal, regulatory, and internal risk management policies.

What You'll Do Daily -

  • Handle daily trust administrative tasks, ensuring accuracy and efficiency.
  • Attend and document client meetings, providing excellent service.
  • Act as deputy for Assistant Managers/ Mangers when required.
  • Stay updated on tax regulations affecting trust and corporate structures.
  • Provide technical support and guidance to team members.
  • Maintain organized and accurate client records.
  • Identify opportunities for client growth and retention.
  • Ensure compliance with regulatory requirements and internal policies.
  • Collaborative with internal teams for smooth service delivery.
  • Work on business development opportunities through industry awareness.

Requirements

  • STEP/CGI Diploma or relevant professional qualification.
  • Strong understanding of Isle of Man financial regulations.
  • Exceptional communication, analytical and problem-solving skills.
  • Proficiency in Microsoft Office (Excel, Word, Outlook).
  • Good understanding of the duties and responsibilities of a Fiduciary.

If you're looking for a role that challenges you, values your expertise, and offers a path for growth - this is it!

Experience

IQEQ - Banner.webp
💰 Financial Services
👥 201+ people
Show Perks

IQ-EQ is a leading global investor services group offering comprehensive compliance, administration, and asset services to clients worldwide.

❤️
Paid Volunteer Time
🎓
Professional Qualifications
🚗
Car Parking
🩺
Private Healthcare
🌴
Annual Leave
🏦
Pension
🛡️
Income Protection
🎳
Social Events
Flexible Working
👪
Life Assurance
View
0
Active Jobs

Perks & Benefits

66549a296ed96a239c85c134_TwJPWILGH6tpS0PgRIi9vRlVPs1VaRjHjNJLiLxNXIA.png

Paid Volunteer Time

66549a31ce5c19a982bda066_ezrUbi_a6WoQ2ZM_q62qDxdsjnDiAd0rywcnxUF7By8.png

Professional Qualifications

66549a38a0764abe20b8c4e6_iZGxZUiL3Anf5u-3y7SFMqvHQUI7xQr850_DJeS8zBo.png

Car Parking

66549a3a4c5404d6ecd1aa87_gmgDFRu9xx7tvM6hGinPHXdznP_31IvJ5JbwSZtH-4c.png

Private Healthcare

66549a3baf1ee7d2f004d461_iTR5tEWln4wrHIIku42AtE5JOQ0rZZtQt3R6ilB_z7Y.png

Annual Leave

66549a3e3d91cb5f3c507ce1_a-PilieyKtH9dPGc1i9P7bYviemOfvAsiGRJvzOQ5pQ.png

Pension

icons8-safe-375-min.png

Income Protection

66549a2c69e0ef5c754549c5_p_wCufC0iEKLfVmlSlvP65AWHpdGXQD-oVBZeY7rBX4.png

Social Events

66549a33248ee57970368e9b_boyXMOBoy6S1iOjdEDRAbNBOJ0NdLJ6Kxy1mYcDramM.png

Flexible Working

66549a3aa0764abe20b8c5b8_2SWZXlhDfpbbj9Zau9RVyunNG0lLTXUmhQ0arPjnaL4.png

Life Assurance

Note: The perks and benefits displayed provide a general overview of what this employer offers. Specific details regarding each perk, including eligibility and terms, will be provided directly by the employer during the application and interview process.

Hiring Process

  1. 30-min phone interview with TA
  2. 60-min in-person interview with Hiring Manager and Team Member

Apply for this job

Apply directly and land the job today!

Active Jobs at

IQ-EQ

Financial Services
Summarise

Trust professional sought for international client portfolio management. Must have STEP/CGI qualification, strong knowledge of Isle of Man regulations and fiduciary duties. Role involves trust administration, client relationship management and compliance oversight. Excellent communication and analytical skills essential.

⚡️ AI summary generated by jobsearch.im
IQ-EQ
14/3/2025
⌛️
🗂️ Administration & Support
🕒 Full-Time
🟧 Senior
Financial Services
201+ people
Financial Services
Summarise

A senior trust and corporate services professional responsible for managing client portfolios worth £2m+. Oversees team administration, ensures regulatory compliance, and drives operational excellence. Requires CGI/STEP qualification, 7+ years' experience, and deep understanding of fiduciary duties, trust law and industry best practices. Strong leadership and client relationship skills essential.

⚡️ AI summary generated by jobsearch.im
IQ-EQ
14/3/2025
⌛️
⚖️ Client Services
🕒 Full-Time
🟪 Management
Financial Services
201+ people
Financial Services
Summarise

Senior leadership role responsible for client management, team development and business growth. Ensures operational excellence, risk management and regulatory compliance while maintaining high service standards. Drives revenue targets, leads business development initiatives and fosters a collaborative culture aligned with group values. Requires extensive offshore trust industry experience and professional qualifications.

⚡️ AI summary generated by jobsearch.im
IQ-EQ
14/3/2025
⌛️
⚖️ Client Services
🕒 Full-Time
🟫 Executive
Financial Services
201+ people
Financial Services
Summarise

Experienced accounting professional sought for Associate Director - Client Accounting role (12-month FTC) in Isle of Man. ACA/ACCA qualified with 5+ years' fiduciary experience. Oversee accounts/tax returns, manage client relationships, lead team development, and ensure regulatory compliance. Deputy to Client Accounting Director with potential alternate directorship.

⚡️ AI summary generated by jobsearch.im
IQ-EQ
14/3/2025
⌛️
💼 Accounting & Auditing
🕒 Contract
🟫 Executive
Financial Services
201+ people
Financial Services
Summarise

Assistant Manager role in Risk & Compliance at IQ-EQ Isle of Man. Support regulatory compliance, maintain registers, and monitor compliance issues. Assist with board reports and regulatory queries. Requires ICA Compliance Certificate, trust company experience, and knowledge of Isle of Man regulations. Strong administrative skills essential.

⚡️ AI summary generated by jobsearch.im
IQ-EQ
14/3/2025
⌛️
⚖️ Compliance & Risk Management
🕒 Full-Time
🟨 Mid-level
Financial Services
201+ people
Found the perfect match?
Apply direct to IQ-EQ now!

Subscribe to weekly job drops

Get weekly job drops from the Island’s leading employers.
Targeted offers, specific to your preferences.
Free job market and career resources.
No lowball offers or spam. Ever.

Sign up to Job Drops

Our weekly newsletter filled with top jobs from the Island's best employers

Join 3k+ readers and get our Isle of Man Hired Guide free ☝️
Thank you! Your submission has been received!
Oops! Something went wrong. Please try again.