- Work with the team to ensure proper administration of all trust accounts
- Review governing instruments and prepare trust analysis as part of the initial trust review process
- Participate in the vetting and on-boarding of new clients
- Serve as an in-house resource for trust administration questions
- Create, review and approve Discretionary Distribution Requests
- Summarize client's estate planning documents into easy-to understand terms
- Communicate effectively with clients regarding their estate plans
- Help develop and implement trust administration policies and procedures
- Participate in and represent Confidential Trust Company at relevant conferences nationwide
- Provide client and partner focused service with responsiveness, professionalism and tact
- Conduct periodic account and document reviews to identify possible client needs
- Manage relationships with internal business partner
- Responsible for various reporting, including Assets under Administration and Investment Monitoring
- Bachelor's degree or higher; MBA, CFP or CTFA preferred
- Experience with Accutrust, Addepar or other trust accounting software a plus
- At least 3 years' experience in personal trust administration
- Knowledge of income, estate and gift taxes
- Excellent analytical skills and attention to detail
- Self-motivated individual able to pair and contribute to a strong team.
- Excellent verbal and written communication skills
- Must be discreet and reliable, able to handle and protect highly confidential financial and personal information, internally and externally
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Trust Administrator - Las Vegas, United States - Sierra Executive Solutions Inc
Description
Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Administrative Officer in Las Vegas, Nevada.
Description
The Confidential Trust Company is an innovative, fast growing and well-funded boutique trust company serving ultra-high net worth families. They seek dynamic, hardworking individuals who enjoy working in a collaborative team environment. The Trust Administrative Officer is a critical member of an elite team of professionals acting as a fiduciary, administering, and managing all trust accounts. This role will be based in-person out of our Las Vegas, NV office.
If you want to be on the cutting edge of the rapidly changing trust and investment world, backed by the very best technology, ideas and people, this opportunity is for you.
Job Responsibilities
Qualifications/Requirements:
Competitive salary package, depending on experience (DOE) and qualifications and excellent benefit package.
If you are qualified and interested, please apply and follow up with Zaid Shaikh, Sr. Recruiting Manager at SES for more information and for immediate, confidential attention to your application ext. 4 or
