Trust Officer Specialist

2 weeks ago


Sens, Bourgogne-Franche-Comté, United States Sierra Executive Solutions Inc Full time

About the Role

We are seeking a Trust Officer to join our team at Sierra Executive Solutions, Inc. (SES) in Las Vegas, NV. This is an excellent opportunity for a skilled professional to work with ultra-high net worth families and develop sophisticated estate planning strategies.

Job Summary

The Trust Officer will be responsible for partnering with clients and their advisors to create personalized trust and estate plans. You will also be expected to communicate effectively with clients and colleagues, implement business development strategies, and assist in client onboarding processes.

Key Responsibilities

  • Develop and implement Nevada trust and estate planning strategies for ultra-high net worth clients and their advisors.
  • Effectively communicate the value proposition of the Trust Company to UHNW clients and their advisors.
  • Provide exceptional client-focused service with responsiveness, professionalism, and tact.
  • Implement business development strategies to obtain new clients and grow existing relationships.
  • Assist in client onboarding processes and maintain ongoing contact with clients and their advisors.
  • Collaborate with team members to administer trusts and provide fiduciary services.
  • Research and recommend solutions for legal and technical items related to trust administration.
  • Participate in seminars and conferences to stay up-to-date on estate and tax planning topics.

Requirements

  • 3+ years of experience as a Trust Officer managing trusts and estates in Nevada.
  • Certification as a CFP or CTFA preferred.
  • Excellent analytical skills and attention to detail.
  • Self-motivated individual able to collaborate with and contribute to a strong team.
  • Excellent verbal and written communication skills.
  • Ability to perform multiple tasks in a fast-paced environment.
  • Must be discreet and reliable, able to manage confidential information.
  • High level of professionalism and integrity.

Compensation

We offer a competitive salary range of $100,000 - $150,000 per year, depending on experience. Additionally, you will receive benefits that support your overall well-being and career growth.



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