Job Description

ABOUT IQ-EQ 

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.  We employ a global workforce of 6,500+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$857 billion. We work with 13 of the world’s top-15 private equity firms. 

Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. 

Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. 

We’re driven by our Group purpose, to power people and possibilities. 

THIS ROLE 

Reporting directly to the Director, you’ll contribute to driving operational excellence by improving processes while managing a complex and diverse client portfolio that requires strong technical expertise. You’ll also play a key role in supporting and developing junior team members, ensuring high-quality service delivery and effective team performance.

WHAT YOU WILL DO 

• You’ll manage a complex client portfolio and lead a Client Administration Team, ensuring efficient allocation of work, strong coverage, and delivery of high-quality service.
• You’ll drive operational excellence by improving processes, overseeing KPIs, managing P&L performance, and ensuring commercial targets such as revenue, utilisation, and cash collection are achieved.
• You’ll build strong client and stakeholder relationships, identifying business development and cross-selling opportunities while maintaining excellent service and communication standards.
• You’ll provide technical expertise and leadership, supporting complex transactions, mentoring junior staff, developing talent, and fostering a high-performing, client-focused team culture.
• You’ll ensure robust risk management and compliance by embedding policies, monitoring regulatory adherence, addressing risks, and maintaining up-to-date technical knowledge through continuous professional development.

WHAT WE OFFER

• Base Salary: Competitive monthly salary with annual review
• Annual Bonus: Discretionary bonus including commission for business development roles
• Referral Rewards: Payment for successful employee referrals
• Pension: 8% non‑contributory employer pension scheme
• Insurance Benefits: Private medical, dental cover, life assurance, and income protection
• Health & Wellbeing: Health cash plan, employee assistance, and wellness initiatives
• Leave & Flexibility: 25–30 days leave, hybrid working, flexible working, and nimble days
• Family Benefits: Maternity, paternity, and adoption leave support
• Learning & Development: Professional development and qualification support
• Additional Perks: Recognition awards, social events, volunteering, and long service rewards

Qualifications

ABOUT YOU 

• You will hold an ICSA, STEP Diploma, or equivalent professional qualification, with at least 7 years of relevant industry experience in fiduciary or trust company services.
• You will demonstrate a thorough understanding of Trust Company Business laws, fiduciary duties, and industry best practices in trust and company administration, including knowledge of relevant jurisdictions and taxation impacts.
• You will apply strong analytical, numeracy, and IT skills, with the ability to interpret legal documents and ensure accuracy and attention to detail in all work.
• You will communicate effectively and build strong relationships, collaborating with colleagues while contributing to team workflow management in a commercial and client-focused manner.
• You will show resilience, integrity, and self-awareness, working under pressure to meet deadlines, supporting colleagues through change, and promoting continuous development, risk awareness, and inclusive practices.

Additional Information

OUR COMMITMENT TO YOU AND THE ENVIRONMENT 

Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.  

There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. 

Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 6,500+ employees - from 94 nationalities, across 25 countries - to each achieve their potential.  Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.  

We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.