Trust Professionals

2 weeks ago

Reno, United States ECG Resources Full time
Job DescriptionJob Description

Established and growing UHNW Trust Company based in Nevada is continuing to expand their Trust team and seeks to hire a Trust Officer to work with team members and clients on the administration and management of UHNW trust accounts (500mm+).

  • Responsible for sophisticated trust administration and estate planning
  • Communicate effectively regarding clients' estate plans and assist with onboarding process for new clients
  • Provide tax advice and research as relating to relevant trust tax applications
  • Firm is more focused on technical aspects of UHNW trust/estate planning and administration versus extensive client contact and new business
  • Collegial atmosphere team approach
  • Requires 5+ years' experience; JD, CTFA, CFP, or CPA a plus
  • The ideal candidate will have strong knowledge of sophisticated tax issues, hard to value assets, and solid trust administration

~ Relocation Assistance Available ~

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