Trust Officer

2 weeks ago


Rapid City, South Dakota, United States IQ-EQ Full time

{"h1": "Job Opportunity at IQ-EQ", "p": "We are seeking a skilled and motivated individual to join our team as a Trust Officer. As a Trust Officer, 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.", "ul": [{"li": "Attend and network at financial, legal, and estate planning industry events"}, {"li": "Coordinate directions from investment / discretionary distribution advisors"}, {"li": "Oversee compliance and tax filing procedures"}, {"li": "Coordinate new investment set-up / asset additions"}], "h2": "Qualifications", "ul": [{"li": "Entrepreneurial attitude with good communication skills and a \"roll-up your sleeves\" mentality;"}, {"li": "5+ years' experience in a financial institution, accounting firm, or management consulting firm;"}, {"li": "Ability to grasp the broad range of trust administration and the operational / compliance requirements of a directed trust company;"}, {"li": "Ability to deal with ambiguity, solve problems, and make progress under limited direction."}, {"li": "Client relationship management experience;"}, {"li": "Management experience with direct reports or junior team members a plus;"}], "h3": "Additional Information", "p": "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."}



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