Private Trust Company is expanding its team and actively seeking an experienced Trust Advisor to assist with supporting the Trust team in delivering high-quality service and fiduciary solutions to its UHNW clients.
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.
Effectively handle numerous ongoing projects and prioritize tasks effectively with sound judgment.
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.
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.
The company has a track record of advancing candidates sourced through our firm's recruitment efforts.
Position based in Reno, NV - Relocation assistance available