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Open nowPosted 852 days ago

Senior Trust Officer (Hybrid)- Reno, NV

FutureRecruit326 open roles

Where
Reno, Nevada, United States
Work mode
Hybrid
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Your applicationOpen nowSenior Trust Officer (Hybrid)- Reno, NVFutureRecruit · Reno, Nevada, United States

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12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: posted 852 days ago

The posting

Location: Reno,Nevada,United States

Senior Trust Officer (Hybrid)- Full Time Location: Reno, NV, 89511 What you'll do: · Serve as Senior Trust Officer on a variety of trusts to ensure each trust is administered in accordance with applicable laws, regulations, and the terms of the governing instrument. · On-board new trusts including review and interpretation of trust documents to identity any potential issues, marshalling of assets and preparation of internal account set-up forms. · Apply principals of the Nevada Probate Code applicable to trust administration and understand the tax implications of the various kinds of trusts. · Effectively establish and manage client relationships through interaction with grantors and beneficiaries. · Determine beneficiary distribution amounts and frequency and present any discretionary distributions for Trust Committee approval. · Perform annual reviews of assigned trusts and evaluate the performance of investment advisors assigned to the trusts. · Establish and maintain relationships with attorneys, CPA’s and other professional advisors to assure clients receive quality service and to enhance business development opportunities. Other duties as required. Experience you'll need: · Bachelor’s degree (Emphasis in Trust Administration, Business, Finance, Accounting, or Law is preferable). - Additional certification (i.e. JD /MBA/CTFA/CFP/CPA) is strongly preferred. · 8+ years of trust administration or planning experience with a focus on exemplary customer service for high net-worth clients ($1MM+ level clientele). · Experience with ultra-high net worth multi-generational $50MM+ families with complicated assets and sophisticated trust structures strongly preferred. · Demonstrated experience with sophisticated trust and asset structures and providing thoughtful client solutions. · Strong preference for previous experience with ClientPoint, TrustDesk and/or OneSource. Benefits: · Medical, dental and vision coverage · Basic life and long-term disability insurance · 401(K) with company matching · Parking (or public transportation reimbursement) · 4 weeks paid time off (annual accrual) · 9 paid holidays + 2 paid floating holidays · Opportunity for growth within the company -it has a HYBRID office/remote schedule. It is NOT 100% remote, and employees are expected to report to the Reno office on a regular basis. This is a new position due to company growth.

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