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Trust Advisor
Trust AdvisorECG Resources • Reno, NV, US
Trust Advisor

Trust Advisor

ECG Resources • Reno, NV, US
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Overview

Private Trust Company in Reno, NV is expanding its team and actively seeking an experienced Trust Specialist to assist with supporting the Trust team in delivering high-quality service and fiduciary solutions to its UHNW clients.

Job Specifications

  • Support the senior Trust team with fiduciary decisions and trust administration responsibilities
  • Review cash transfers, investment actions, market value updates, proposed beneficiary distributions, and other trust accounting transactions
  • Engage and coordinate with external client advisors such as investment advisers, accountants, attorneys, and family offices
  • Adhere to all compliance procedures and reinforce a strong compliance culture with the team

Requirements

  • 3+ years' experience in trust administration or planning with a focus on delivering the highest caliber of client experience (100mm+ level of clientele)
  • JD, CPA, or CTFA is a plus

    • J-18808-Ljbffr

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    Trust Advisor • Reno, NV, US

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