Trust Advisor
1 month ago
Private Trust Company is expanding its team and actively seeking an experienced Trust Advisor to assist with supporting the Trust team in delivering high-quality service and fiduciary solutions to its UHNW clients.
- Support the senior Trust team with fiduciary decisions and trust administration responsibilities.
- Review cash transfers, investment actions, market value updates, proposed beneficiary distributions, and other trust accounting transactions.
- Effectively handle numerous ongoing projects and prioritize tasks effectively with sound judgment.
- Engage and coordinate with external client advisors such as investment advisers, accountants, attorneys, and family offices.
- Adhere to all compliance procedures and reinforce a strong compliance culture with the team.
- 3+ years’ experience in trust administration or planning with a focus on delivering the highest caliber of client experience (100mm+ level of clientele).
- JD, CPA, or CTFA is a plus.
- The company has a track record of advancing candidates sourced through our firm's recruitment efforts.
Position based in Reno, NV - Relocation assistance available
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Trust Advisor
2 days ago
Reno, United States ECG Resources, Inc. Full timePrivate Trust Company is expanding its team and actively seeking an experienced Trust Advisor to assist with supporting the Trust team in delivering high-quality service and fiduciary solutions to its UHNW clients. Support the senior Trust team with fiduciary decisions and trust administration responsibilities. Review cash transfers, investment actions,...
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Trust Advisor
1 month ago
Reno, United States ECG Resources, Inc. Full timePrivate Trust Company is expanding its team and actively seeking an experienced Trust Advisor to assist with supporting the Trust team in delivering high-quality service and fiduciary solutions to its UHNW clients.Support the senior Trust team with fiduciary decisions and trust administration responsibilities.Review cash transfers, investment actions, market...
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Trust Advisor
5 days ago
Reno, United States ECG Resources, Inc. Full timePrivate Trust Company is expanding its team and actively seeking an experienced Trust Advisor to assist with supporting the Trust team in delivering high-quality service and fiduciary solutions to its UHNW clients.Support the senior Trust team with fiduciary decisions and trust administration responsibilities.Review cash transfers, investment actions, market...
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Trust Officer
7 days ago
Reno, United States San Pasqual Fiduciary Trust Company Full timeNo Recruiters or phone calls, please. We will contact you if you are a potential match for the position.Trust OfficerSan Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly impartial fiduciary...
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Trust Administrative Officer
2 days ago
Reno, United States Sierra Executive Solutions Inc Full timeSierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Company's Trust Administrative Officer in Reno, NV. AND Hiring company will also consider a higher-level Trust Officer with a J.D. credential at a higher salary/wage. Please apply to inquire further, for the level of your experience may be higher than the...
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Trust Administrative Officer
2 days ago
Reno, United States Sierra Executive Solutions Inc Full timeSierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Company's Trust Administrative Officer in Reno, NV. AND Hiring company will also consider a higher-level Trust Officer with a J.D. credential at a higher salary/wage. Please apply to inquire further, for the level of your experience may be higher than the...
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Fiduciary Advisor, VP Reno, NV
3 weeks ago
Reno, United States International Search Consultants Full timeISC’s team of Financial Services Recruiters are partnering with a prominent Multi-Family Office & Trust Company on a Fiduciary Officer, VP role in Reno, NV. The Reno office is expanding and the team’s looking to add a Trust professional providing solutions for UHNW clients. The company provides a collaborative, high touch approach managing client...
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Staff Accountant
10 hours ago
Reno, United States Alliance Trust Co Full timeJob DescriptionJob DescriptionSalary: Staff AccountantAlliance Trust Company of Nevada is seeking to fill a position within the accounting department with a candidate possessing 2+ years of experience in brokerage accounting. The candidate should have a background in bank or brokerage accounting and have a bachelor’s degree in an accounting discipline....
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Sales Operations Leader, SW Region
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RMT-Client Relations Specialist
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Reno, United States GMTCare Full timeGeneral Purpose The Account Representative responsibilities include, but are not limited to, developing strong relationships with clientele, and connecting with key executives and stakeholders as the liaison for TMG. The Account Representative will be a key player in answering client queries, complaints and assist in developing key strategies on improving...
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Deputy District Manager
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Coordinator, Student Affairs Program
2 days ago
Reno, Nevada, United States University of Nevada, Reno Full timeCoordinator, Student Affairs ProgramR0141105Medicine, Reno - University of Nevada School of MedicineThe University of Nevada, Reno (UNR) appreciates your interest in employment at our growing institution. We want your application process to go smoothly and quickly. Final applications must be submitted prior to the close of the recruitment.If you need...