Trust Professionals - UHNW Trust Company

ECG Resources

Trust Professionals - UHNW Trust Company

Reno, NV
Full Time
Paid
  • Responsibilities

    Established and growing UHNW Trust Company based in Nevada is continuing to expand their Trust team and seeks to hire a Trust Officer to work with team members and clients on the administration and management of UHNW trust accounts (500mm+).

    • Responsible for sophisticated trust administration and estate planning
    • Communicate effectively regarding clients’ estate plans and assist with onboarding process for new clients
    • Provide tax advice and research as relating to relevant trust tax applications
    • Firm is more focused on technical aspects of UHNW trust/estate planning and administration versus extensive client contact and new business
    • Collegial atmosphere team approach
    • Requires 5+ years' experience; JD, CTFA, CFP, or CPA a plus
    • The ideal candidate will have strong knowledge of sophisticated tax issues, hard to value assets, and solid trust administration

    ~ Relocation Assistance Available ~