Trust Officer Job at IQ-EQ, Bedford, NH

ZFBmbXlZNVVBdTEyVk9OYnlHWURJZVJxNUE9PQ==
  • IQ-EQ
  • Bedford, NH

Job 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 Cliebt 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. 

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.

Job Tags

Full time, Flexible hours,

Similar Jobs

Amazon.com Services LLC

Sr. Product Manager (Tech) Accessibility, WW Stores Accessibility Team Job at Amazon.com Services LLC

 ...inventing experiences that equalize the way customers discover and purchase products? Do you have a passion for raising the bar for disability inclusion? If yes, you should join our Accessibility Team. We are launching a series of new features and services that delight... 

DECA Games

Character Artist (m/f/d) Job at DECA Games

 ...About DECA Games We believe that games should be played for decades but many are abandoned even when a loyal community is screaming...  ...problems to solve and a huge opportunity. DECA is a remote company with over 300 people in over 30 countries globally. DECA is also... 

Amazon.com Services LLC

Software Dev Engineer II, Hiring Software Delivery (HSD) Job at Amazon.com Services LLC

 ...DESCRIPTION We are Amazon's Hiring Software Delivery Team and we are customer obsessed and think big! On our journey to lead the recruiting industry, we build new ways to reinvent how we recruit at Amazon. As part of the HSD organization, we directly influence the... 

Fantastic Sams Cut & Color of Minnesota

Salon Manager in Elk River Job at Fantastic Sams Cut & Color of Minnesota

 ...Kingdom Business, Inc. d/b/a Fantastic Sams in Minnesota is looking for a Salon Managerin Elk River. We are looking for a dedicated, fun,talented,Hair Professional to join our team. Our salon is in the top 40 in the nation and has continued to grow. We are looking... 

ABB

Manufacturing Process Engineer Job at ABB

Manufacturing Process Engineer Take your next career step at ABB with a global team that is energizing the transformation of society and industry to achieve a more productive, sustainable future. At ABB, we have the clear goal of driving diversity and inclusion across...