Senior Trust Officer
2 months ago
What’s in it for you:
- Join our client, a private financial institution chartered in California and Nevada, ensuring your trust and estate plans align with your wishes.
- Enjoy full autonomy in your work.
- Thrive in a supportive and vibrant work culture.
- Have your contributions recognized and valued.
- Collaborate with a dynamic and driven team.
What you'll do:
- Serve as Senior Trust Officer overseeing various trusts, ensuring compliance with laws and trust terms.
- Onboard new trusts, reviewing documents, marshalling assets, and setting up internal accounts.
- Apply Nevada Probate Code principles and navigate tax implications for different trust types.
- Foster strong client relationships, engaging with grantors and beneficiaries.
- Determine beneficiary distributions and seek Trust Committee approval for discretionary distributions.
- Conduct annual reviews and assess investment advisor performance.
- Cultivate relationships with legal, financial, and tax professionals to enhance service and business growth.
Experience you'll need:
- Bachelor’s degree, preferably in Trust Administration, Business, Finance, Accounting, or Law.
- Additional certifications such as JD, MBA, CTFA, CFP, or CPA are highly preferred.
- 8+ years of trust administration or planning experience, serving high net-worth clients ($1MM+).
- Expertise with ultra-high net worth families ($50MM+), complex assets, and sophisticated trust structures.
- Proven track record in navigating intricate trust and asset arrangements and delivering tailored client solutions.
- Previous familiarity with ClientPoint, TrustDesk, and/or OneSource is advantageous.
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