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Client Relationship Trust Officer

2 months ago

Omaha, Nebraska, United States McKenzie Fox Full time

Position: Trust Officer

Company Overview: McKenzie Fox is a prominent global provider of corporate, trust, tax, accounting, and fund administration services.

Job Responsibilities:

  • Develop and nurture robust client relationships by delivering tailored solutions.
  • Execute new business administration tasks, including adherence to compliance standards.
  • Collaborate with stakeholders to facilitate advancements across various divisions.
  • Manage and enhance banking relationships to ensure a seamless client onboarding process.
  • Support the administration of trusts and companies for clients within the designated portfolio.
  • Engage with clients and internal teams regarding compliance and governance protocols.

Qualifications:

  • Strong administrative and organizational capabilities.
  • Prior experience in trust and corporate services or a similar client-facing position.
  • Comprehensive understanding of trust and company administration, including statutory and regulatory obligations.
  • Possession of a STEP certificate is preferred, or a willingness to pursue such qualifications.
  • Exceptional written and verbal communication skills.
  • Solid grasp of general compliance principles.
  • Demonstrated commitment to ongoing professional development.