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Trust Account Administrator

2 months ago

Las Vegas, Nevada, United States Sierra Executive Solutions Inc Full time

Position Overview:

We are seeking a dedicated Trust Administrative Officer at Sierra Executive Solutions Inc. This role is crucial in providing exceptional service to our clientele, particularly ultra-high net worth families. You will collaborate with a talented team of professionals to oversee and manage trust accounts effectively.

Key Responsibilities:

  • Administer all aspects of trust accounts with precision
  • Analyze governing documents and prepare comprehensive trust evaluations
  • Facilitate the onboarding process for new clients
  • Serve as a knowledgeable resource for inquiries related to trust administration
  • Review and authorize Discretionary Distribution Requests
  • Simplify estate planning documents for client comprehension
  • Engage with clients to discuss their estate planning strategies
  • Assist in the development of trust administration policies and procedures
  • Represent the organization at industry conferences
  • Deliver exceptional service to clients and business partners
  • Conduct thorough reviews of accounts and documentation
  • Manage relationships with internal stakeholders
  • Oversee various reporting responsibilities

Qualifications:

  • A Bachelor's degree or higher; MBA, CFP, or CTFA preferred
  • Familiarity with trust accounting software is advantageous
  • A minimum of 3 years of experience in personal trust administration
  • Understanding of tax regulations is essential
  • Strong analytical capabilities and meticulous attention to detail
  • Self-driven team player with excellent communication skills
  • Ability to manage confidential information with the utmost discretion

If you possess the qualifications and are looking for a rewarding opportunity, we encourage you to explore this position further.