Senior Trust Officer (Hybrid)- Reno, NV
Apply NowCompany: FutureRecruit
Location: Reno, NV 89502
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.
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.