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Job Description
Businesses development:
- Attend and network at financial, legal and estate planning industry events
Trust Operations
- Coordinate investment and distribution activities – interact with families and their trusted advisors to implement investment strategies and manage cash flow
- Assist with new account on-boarding and set-up.
- Coordinate all facets of trust administration -- cash management, tax planning and investment policy implementation.
Practice Improvement - participate in internal & external training programs to understand, and improve upon, the unique elements of our directed trust business.
- Coordinate directions from investment / discretionary distribution advisors.
- Oversee compliance and tax filing procedures
- Coordinate new investment set-up / asset additions
Qualifications
- Entrepreneurial attitude with good communication skills and a “roll-up your sleeves” mentality;
- 5+ years’ experience in a financial institution, accounting firm, or management consulting firm;
- Ability to grasp the broad range of trust administration and the operational / compliance requirements of a directed trust company;
- Ability to deal with ambiguity, solve problems, and make progress under limited direction.
- Client relationship management experience;
- Management experience with direct reports or junior team members a plus;
Additional information
Salary based on experience and location ($92,000-$115,000) and full benefits package offered.
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.
Company description
IQEQ Trust Company U.S. (“IQEQ”) is a specialized, non-depository trust company that provides flexible and cost-efficient directed trustee services to high-net-worth individuals and their trusted advisors from around the world. We have offices in Bedford, New Hampshire and Rapid City, South Dakota -- two of the most favorable jurisdictions in the country for trust administration.
IQEQ is strategically positioned at an important crossroad of the investment, accounting, and legal services industries. For our clients’ generational wealth transfer plans, we strive to be a best-in-class trust services provider, focusing on specialized services that offer its clients access to both South Dakota’s and New Hampshire’s advantageous trust and tax laws.
To support our growth, IQEQ is aiming to add smart, hard-working team members to our company in the position of Senior Client Relationship Officer. This is an excellent opportunity to join a growing and entrepreneurial company that operates within a unique and dynamic space of the financial services industry.
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