Trust Officer

2 days ago


Bedford, New Hampshire, United States IQ-EQ Full time

{"h1": "Senior Client Relationship Officer", "p": "At IQ-EQ, we are seeking a highly skilled and experienced Senior Client Relationship Officer to join our team. As a key member of our trust operations team, you will be responsible for coordinating investment and distribution activities, interacting with families and their trusted advisors to implement investment strategies and manage cash flow. You will also assist with new account on-boarding and set-up, and coordinate all facets of trust administration, including cash management, tax planning, and investment policy implementation.

Responsibilities:

* 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, including cash management, tax planning, and investment policy implementation

Requirements:

* 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

What We Offer:

* Salary based on experience and location ($92,000-$115,000)
* Full benefits package
* Inclusive and diverse environment to support your career aspirations
* Opportunities across our service lines and our international network of offices

If you are a motivated and experienced professional looking for a new challenge, please submit your application.

We look forward to hearing from you"}


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