Senior Trust Officer

This is a fully remote position, open to applicants in Nevada.

📋 Description

• Administer trusts in compliance with relevant laws, regulations, fiduciary standards, and the stipulations of each governing document.

• Position the Nevada trust business for ongoing growth by facilitating business development, enhancing market visibility, and broadening client relationships.

• Manage the daily administration of client relationships, encompassing various trust, agency, and IRA accounts.

• Establish and uphold internal policies, procedures, and programs that bolster efficient trust administration.

• Ensure adherence to fiduciary, legal, ERISA, IRS, and other pertinent regulatory standards.

• Represent the organization through active involvement in relevant professional, industry, and community organizations and initiatives.

• Develop and improve organizational capabilities that enhance service delivery, operational efficiency, and client outcomes.

• Oversee the assessment and analysis of complex estate planning documents, including the preparation of follow-up summaries for trustors and beneficiaries.

• Implement the provisions of the Nevada Probate Code relating to trust administration and evaluate the tax consequences of various trust structures.

• Meet with clients, advisors, and prospective clients to discuss estate planning, tax issues, and financial considerations, serving as the trust officer for designated client relationships.

⛳️ Requirements

• A bachelor's degree is required; a master's degree, Juris Doctor (J.D.), or an equivalent advanced degree is preferred.

• A minimum of 8 years of experience in trust administration, including management experience.

• Certified Trust and Fiduciary Advisor (CTFA) designation is preferred.

• Extensive knowledge of living trusts, testamentary trusts, charitable remainder trusts, estate administration, and IRA accounts.

• Experience in managing trust-owned real estate, investment management, and trust operations/securities processing.

• Proficient in Microsoft Word, Excel, Outlook, and database management systems.

• Strong interpersonal, verbal, and written communication skills, with the ability to cultivate effective relationships with clients, professional advisors, and colleagues.

🏝️ Benefits

• We are an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender