Trust Administrative Officer

2 weeks ago

Reno, United States Sierra Executive Solutions Inc Full time

Sierra 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 responsibilities and hiring criteria listed below.

If you have 2-5 years of Trust experience and you are located in other regions within the State of Nevada, let's talk. They will consider a fully remote candidate IF they reside in Nevada and have Trust Officer experience within Nevada.

JOB SUMMARY


Responsible for the administration of various types of trusts including revocable and irrevocable trusts, guardianships, special needs trusts, and charitable trusts. Responsible for the administration of agency relationships such as investment advisory and custody accounts.


The Trust Administrative Officer is responsible for developing relationships with clients and their families, providing excellent client service, administering accounts in accordance with the terms of the trust document, and building the relationship to ensure the client views the company and the Trust Administrative Officer as their trusted advisor.


Responsibilities include risk management, elevating concerns to leadership, adhering to policies and procedures, deepening relationships with the client’s external advisors, developing referral sources, and ensuring the next generation(s) in assigned relationships view the company and the Trust Administrative Officer as their advisor.


DUTIES & ESSENTIAL JOB FUNCTIONS

  • Serve as the clients' Relationship Manager and trusted advisor by developing a close, personal relationship with the clients and their families, anticipating clients' wealth planning needs
  • Coordinate fiduciary and administrative services for approximately 150 – 200 client relationships
  • Administer multigenerational trusts, often with discretionary income and principal payments distributed among multiple family members while managing financial risk
  • Execute the terms of any estate plan or documents in which company serves as Trustee, Executor, Personal Representative, Guardian or Agent for Fiduciary, often exercising broad discretion for beneficiaries with competing interests
  • Retain client base by working with the client service team to deliver the highest service and adhere to client contact service standards established by the firm
  • As the primary fiduciary contact, resolve client issues
  • Challenge and collaborate with the client to articulate and achieve goals
  • Collaborate with the client's advisors, including attorneys and accountants, to develop and implement a comprehensive wealth plan
  • Complete annual administrative account reviews; complete initial post-acceptance reviews for new accounts
  • Ensure all internal compliance and proper documentation requirements are met, and consistent with internal fiduciary policies and procedures regarding new business and asset acceptances, discretionary actions, and other policies, procedures and guidelines
  • Work closely with Trust Tax Accountants to ensure proper tax reporting
  • Prospect for clients by sourcing and building a pipeline of opportunities
  • Solicit and receive referrals from clients, internal business partners and Centers of Influence (COIs)
  • Cultivate new referral sources
  • Acquire additional assets (account additions or additional accounts) from existing clients
  • Demonstrate highly developed client contact and relationship management skills, including the development of targeted business plans
  • Recommend enhancements to policies and procedures
  • Maintain knowledge of current trends and changes in the industry with regard to fiduciary matters (e.g. estate planning, probate, estate, gift and income tax planning, guardianships, special needs trusts, state-specific laws)
  • Develop subject matter expertise in a fiduciary-related area (e.g. concentrated stock positions, unique assets, discretionary distributions, asset protection)
  • Attend community and/or industry-specific forums, conferences and/or meetings to broaden relationships, network, and continually deepen knowledge of trends, practices, products and competitors
  • Participate actively in community affairs and professional associations

QUALIFICATIONS


  • Demonstrate advanced knowledge and mastered skills in the areas of trust administration, estate planning strategies and income, gift and estate tax matters
  • Operate effectively in an environment that stresses both individual accountability and team-based performance
  • Demonstrate superior interpersonal negotiation, verbal and written communication and presentation skills
  • Use effective leadership, problem-solving and analytical skills
  • Provide professional presence within professional and community organizations

REQUIRED


  • Minimum 3 years of demonstrated personal trust administration experience
  • Demonstrate a solid understanding of financial markets and investment theory
  • Exhibit strong interpersonal communication skills
  • Excellent attention to detail and organizational skills
  • Computer proficiency, including Microsoft Office; SalesForce experience preferred
  • Ability to work within a team-based setting

EDUCATION:

Bachelor's degree required; graduate degree (e.g. JD or MBA) or professional designation (CTFA, CFP, TEP, AEP) preferred


POSITION WORK LOCATION

Trust Administrative Officer roles are hybrid with an expectation that the Trust Officer is in the office 2-3 days per week. The remainder of the week is a remote work environment. Must be a Nevada resident and may require relocation.


PHYSICAL DEMANDS AND WORKING ENVIRONMENT:


The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions. Environment: Work is performed primarily in a standard office setting.


  • Physical: Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; and to verbally communicate to exchange information.

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