Job Description

Senior Trust Officer (Hybrid)- Full Time
Location: Reno, NV, 89511
What you'll do:
• Serve as Senior Trust Officer on a variety of trusts to ensure each trust is administered in accordance with applicable laws, regulations, and the terms of the governing instrument.
• On-board new trusts including review and interpretation of trust documents to identity any potential issues, marshalling of assets and preparation of internal account set-up forms.
• Apply principals of the Nevada Probate Code applicable to trust administration and understand the tax implications of the various kinds of trusts.
• Effectively establish and manage client relationships through interaction with grantors and beneficiaries.
• Determine beneficiary distribution amounts and frequency and present any discretionary distributions for Trust Committee approval.
• Perform annual reviews of assigned trusts and evaluate the performance of investment advisors assigned to the trusts.
• Establish and maintain relationships with attorneys, CPA's and other professional advisors to assure clients receive quality service and to enhance business development opportunities.
Other duties as required.
Experience you'll need:
• Bachelor's degree (Emphasis in Trust Administration, Business, Finance, Accounting, or Law is preferable).
- Additional certification (i.e. JD /MBA/CTFA/CFP/CPA) is strongly preferred.
• 8+ years of trust administration or planning experience with a focus on exemplary customer service for high net-worth clients ($1MM+ level clientele).
• Experience with ultra-high net worth multi-generational $50MM+ families with complicated assets and sophisticated trust structures strongly preferred.
• Demonstrated experience with sophisticated trust and asset structures and providing thoughtful client solutions.
• Strong preference for previous experience with ClientPoint, TrustDesk and/or OneSource.
Benefits:
• Medical, dental and vision coverage
• Basic life and long-term disability insurance
• 401(K) with company matching
• Parking (or public transportation reimbursement)
• 4 weeks paid time off (annual accrual)
• 9 paid holidays + 2 paid floating holidays
• Opportunity for growth within the company
-it has a HYBRID office/remote schedule. It is NOT 100% remote, and employees are expected to report to the Reno office on a regular basis. This is a new position due to company growth.

Job Tags

Full time, Work at office,

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