Primary responsibilities include managing a Client Administration Team, overseeing client portfolio administration, ensuring efficient processing of new business, conducting client and advisor visits, and maintaining commercial objectives through effective capital management and P&L oversight.
Required experience includes a CGI or STEP Diploma, minimum 7 years of relevant industry experience, thorough understanding of trust company business, fiduciary duties, and industry best practices. Candidates must demonstrate strong technical skills, analytical capabilities, and proficiency with IT applications.
The role offers an opportunity to work in a dynamic, professional environment with IQ-EQ, a leading Investor Services group. The organization emphasizes continuous learning, professional development, and provides opportunities across international service lines. Competitive compensation and a supportive work culture are key highlights of this position.
