What are the responsibilities and job description for the Senior Trust Officer (Hybrid)- Reno, NV position at FutureRecruit?
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.