Reno, NV

Summary:

We are seeking a Senior Trust Administrator with a background in administering personal trust accounts for an award-winning, Tier 1 organization with an office in Reno, NV.

Responsibilities:

• Administer a variety of trust accounts, mainly personal trusts, but if they have the experience, they can also administer foundation/ endowments accounts and retirement plan accounts.

• Administer between 300 to 400 trust accounts depending on the experience of the trust officer and the complexity of the accounts.

• New business sales are not required.
• Research and answer questions from financial advisors.
• Oversee onboarding and closing of accounts.
• Ensure trusts are compliant with all laws and regulations.
• Oversee tax preparations.

Required Qualifications:

• 5+ years of experience administering personal trust accounts.
• Strong trust operations experience.
• CTFA or J.D., or another industry designation is preferred.
• Experience interpreting trust documents.
• Experience explaining trust documents to clients.
• Strong knowledge of trust law.
• Experience with Microsoft Office