Private Trust Company in Reno, NV is expanding its team and actively seeking an experienced Trust Specialist to assist with supporting the Trust team in delivering high-quality service and fiduciary solutions to its UHNW clients.

Job Specifications:

• 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
• 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

Requirements:

• 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~

~Relocation assistance available~