Vice President, Senior Trust Officer
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Job Location:
Bedford, NH - USA
Monthly Salary:
Not Disclosed
Posted on:
21 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
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 :
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. Were 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 5800 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.
Were 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. Were emotionally invested in our clients right from the beginning.
#LI-HYBRID
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Business Development
- Risk Management
- Financial Services
- Management Experience
- Profit & Loss
- Banking
- Regulatory Reporting
- Analysis Skills
- Relationship Management
- Financial Analysis
- Leadership Experience
- negotiation
About Company
IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regulatory registration and infras ... View more
