Job description
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.
Job Description
Trust Account Management:
- Serve as the primary contact for clients and their advisors and provide exceptional client service.
- Manage all facets of trust administration:
- Coordinate directions from investment and distribution advisors.
- Oversee tax and compliance filings alongside our tax department.
- Coordinate new investment set-up and asset additions within trust structures.
Business Development
- Play an active role in business development by attending financial, legal, and estate planning industry events.
- Lead the on-boarding process for new trust accounts.
Process Improvement
- Participate in internal and external training programs to understand, and improve upon, the unique elements of our directed trust business.
Qualifications
- Bachelor’s degree in business, law, finance or related field (CPA, CFP, or CTFA is a plus).
- Minimum of 5 years of experience in a financial institution, law firm, accounting, or consulting firm.
- Exceptional understanding of fiduciary responsibilities and estate planning principles.
- Strong communication skills and the willingness to learn the broad range of trust administration and operational / compliance requirements of a directed trust company.
- Client relationship management experience, preferably in a fiduciary capacity.
- Excellent problem-solving skills and a desire to learn and collaborate with internal and external stakeholders.
- Management experience with direct reports or junior team members is a plus.
Additional Information
Our commitment to you and the environment
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment.
There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee.
Our learning and development programs and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced.
We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.
