Trust Account Manager

2 weeks ago


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

About Sierra Executive Solutions Inc:

Sierra Executive Solutions Inc is a distinguished trust firm dedicated to serving affluent families. We are currently seeking a Trust Administrator to enhance our team.

Position Overview:

As a Trust Administrator, you will play a crucial role in the oversight and management of trust accounts. This position requires a collaborative approach, working alongside a team of seasoned professionals in a dynamic environment.

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
  • Contribute to the development of trust administration policies and procedures
  • Represent the firm at industry conferences
  • Deliver exceptional service to clients and stakeholders
  • Conduct thorough reviews of accounts and documentation
  • Foster relationships with internal teams
  • Manage various reporting obligations

Qualifications:

  • A Bachelor's degree or higher; MBA, CFP, or CTFA credentials are advantageous
  • Familiarity with trust accounting software is preferred
  • A minimum of 3 years of experience in personal trust administration
  • Understanding of tax regulations
  • Strong analytical capabilities and meticulous attention to detail
  • Self-driven team contributor
  • Outstanding communication abilities
  • Capacity to manage confidential information with integrity

If you meet these qualifications and are interested in this opportunity, we encourage you to reach out for further information.


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