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.