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Trust Advisor

3 months ago

Reno, United States ECG Resources Full time
Job DescriptionJob Description

Private Trust Company in Reno, NV is expanding its team and actively seeking an experienced Trust Specialist to assist with supporting the Trust team in delivering high-quality service and fiduciary solutions to its UHNW clients.

Job Specifications:

  • 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
  • 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

Requirements:

  • 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~

~Relocation assistance available~