Trust Advisor
2 weeks ago
Private Trust Company is expanding its team and actively seeking an experienced Trust Advisor to assist with supporting the Trust team in delivering high-quality service and fiduciary solutions to its UHNW clients.
- Support the senior Trust team with fiduciary decisions and trust administration responsibilities.
- Review cash transfers, investment actions, market value updates, proposed beneficiary distributions, and other trust accounting transactions.
- Effectively handle numerous ongoing projects and prioritize tasks effectively with sound judgment.
- Engage and coordinate with external client advisors such as investment advisers, accountants, attorneys, and family offices.
- Adhere to all compliance procedures and reinforce a strong compliance culture with the team.
- 3+ years’ experience in trust administration or planning with a focus on delivering the highest caliber of client experience (100mm+ level of clientele).
- JD, CPA, or CTFA is a plus.
- The company has a track record of advancing candidates sourced through our firm's recruitment efforts.
Position based in Reno, NV - Relocation assistance available
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Trust Advisor
2 days ago
Reno, United States ECG Resources, Inc. Full timePrivate Trust Company is expanding its team and actively seeking an experienced Trust Advisor to assist with supporting the Trust team in delivering high-quality service and fiduciary solutions to its UHNW clients. Support the senior Trust team with fiduciary decisions and trust administration responsibilities. Review cash transfers, investment actions,...
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Trust Advisor
2 weeks ago
Reno, United States ECG Resources, Inc. Full timePrivate Trust Company is expanding its team and actively seeking an experienced Trust Advisor to assist with supporting the Trust team in delivering high-quality service and fiduciary solutions to its UHNW clients. Support the senior Trust team with fiduciary decisions and trust administration responsibilities. Review cash transfers, investment actions,...
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Trust Advisor
2 months ago
Reno, United States ECG Resources, Inc. Full timePrivate Trust Company is expanding its team and actively seeking an experienced Trust Advisor to assist with supporting the Trust team in delivering high-quality service and fiduciary solutions to its UHNW clients.Support the senior Trust team with fiduciary decisions and trust administration responsibilities.Review cash transfers, investment actions, market...
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Trust Advisor
1 month ago
Reno, United States ECG Resources, Inc. Full timePrivate Trust Company is expanding its team and actively seeking an experienced Trust Advisor to assist with supporting the Trust team in delivering high-quality service and fiduciary solutions to its UHNW clients.Support the senior Trust team with fiduciary decisions and trust administration responsibilities.Review cash transfers, investment actions, market...
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Trust Officer
1 month ago
Reno, United States San Pasqual Fiduciary Trust Company Full timeNo Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Trust Officer San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly impartial...
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Trust Officer
2 days ago
Reno, United States San Pasqual Fiduciary Trust Company Full timeNo Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Trust Officer San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly impartial...
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Trust Officer
1 month ago
Reno, United States San Pasqual Fiduciary Trust Company Full timeNo Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Trust Officer San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly impartial...
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Trust Officer
3 days ago
Reno, United States San Pasqual Fiduciary Trust Company Full timeNo Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Trust Officer San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly impartial...
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Trust Officer
1 month ago
Reno, United States San Pasqual Fiduciary Trust Company Full timeNo Recruiters or phone calls, please. We will contact you if you are a potential match for the position.Trust OfficerSan Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly impartial fiduciary...
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Trust Officer
2 months ago
Reno, United States San Pasqual Fiduciary Trust Company Full timeNo Recruiters or phone calls, please. We will contact you if you are a potential match for the position.Trust OfficerSan Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly impartial fiduciary...
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Assistant Trust Officer
1 month ago
Reno, United States San Pasqual Fiduciary Trust Company Full timeNo phone calls or recruiters, please. We will contact you if you are a potential match for the position. Assistant Trust Officer - Reno San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly...
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Assistant Trust Officer
3 days ago
Reno, United States San Pasqual Fiduciary Trust Company Full timeNo phone calls or recruiters, please. We will contact you if you are a potential match for the position. Assistant Trust Officer - Reno San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly...
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Assistant Trust Officer
1 month ago
Reno, United States San Pasqual Fiduciary Trust Company Full timeNo phone calls or recruiters, please. We will contact you if you are a potential match for the position. Assistant Trust Officer - Reno San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly...
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Assistant Trust Officer
2 months ago
Reno, United States San Pasqual Fiduciary Trust Company Full timeNo phone calls or recruiters, please. We will contact you if you are a potential match for the position.Assistant Trust Officer - RenoSan Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly...
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Assistant Trust Officer
1 month ago
Reno, United States San Pasqual Fiduciary Trust Company Full timeNo phone calls or recruiters, please. We will contact you if you are a potential match for the position.Assistant Trust Officer - RenoSan Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly...
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Trust Administrative Officer
1 day ago
Reno, United States Sierra Executive Solutions Inc Full timeSierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Company's Trust Administrative Officer in Reno, NV. AND Hiring company will also consider a higher-level Trust Officer with a J.D. credential at a higher salary/wage. Please apply to inquire further, for the level of your experience may be higher than the...
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Trust Administrative Officer
4 days ago
Reno, United States Sierra Executive Solutions Inc Full timeSierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Company's Trust Administrative Officer in Reno, NV. AND Hiring company will also consider a higher-level Trust Officer with a J.D. credential at a higher salary/wage. Please apply to inquire further, for the level of your experience may be higher than the...
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Trust Administrative Officer
2 weeks ago
Reno, United States Sierra Executive Solutions Inc Full timeSierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Company's Trust Administrative Officer in Reno, NV. AND Hiring company will also consider a higher-level Trust Officer with a J.D. credential at a higher salary/wage. Please apply to inquire further, for the level of your experience may be higher than the...
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Trust Administrative Officer
2 weeks ago
Reno, United States Sierra Executive Solutions Inc Full timeSierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Company's Trust Administrative Officer in Reno, NV. AND Hiring company will also consider a higher-level Trust Officer with a J.D. credential at a higher salary/wage. Please apply to inquire further, for the level of your experience may be higher than the...
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Senior Trust Officer
18 hours ago
Reno, United States TWM Executive Search Full timeDue to growth, boutique Trust Company seeks Trust Officers and Sr. Trust Officers to administer and review complex trusts for their HNW clients (5-50mm+ level clientele). Opportunities are available in Reno, NV and Los Angeles, CA.Ensure administration and management of trust accountsOwn the client relationship, serving as the main point of contact for HNW...