TRUST ASSOCIATE

PrideStaff is promoting this Trust Company, located in Reno Nevada! It serves as a corporate trustee for ultra-high net-worth families. They offer an experience focusing on complex assets and sophisticated trust planning. They are looking to add team members that value teamwork, collaboration, and intellectual curiosity....just like us! This incredible company supports professional development and offers a generous benefits package and fun team events!

Apply or call today!

775-391-3892

RESPONSIBILITIES OVERVIEW:

Day-to-day management of trust analysts including training, coaching, counseling, approving PTO and expense reports
Partner with the President to conduct annual performance evaluations for Trust Associates
Maintain and improve trust administration structure
Work directly with the Trust Officers to support them in fiduciary decisions and trust administration responsibilities and partner with Trust Officers to maintain trust administration cohesion
Provide administration of trust accounts in adherence with trust instruments, governing documents of related entities, and our policies and procedures
Prepare new account pre-acceptance forms and assemble related materials, including trust instruments, portfolio holdings, partnership agreements, KYC information, and trust accounting records
Review cash transfers, investment actions, market value updates, proposed beneficiary distributions, and other trust accounting transactions
Update and review trust accounting system and account files to ensure accuracy of account information, tax reporting and statements
Prepare annual account administrative reviews .Prepare meeting materials for the Trust, Investment and Distribution Committees
Effectively manage multiple on-going projects and successfully prioritize multiple tasks with good judgment and follow up with the Trust Officers.

REQUIRMENTS OVERVIEW:

Communicate and coordinate with external client advisors, including investment advisers, accountants, attorneys, and family offices
Adhere to all compliance procedures and reinforce a strong compliance culture with the team.
Actively suggest improvements to procedures and policies.
Other duties as the needs of the office evolve.
3+ years of trust administration or planning experience with a focus on world–class service for high net-worth clients ($1MM+ level clientele)
College graduate with additional certification/credential required (i.e. JD /MBA/CTFA/CFP/CFA)
Technically strong with demonstrated experience with sophisticated trust and asset structures
Strong working knowledge trust accounting
High-level proficiency in MS Excel, PowerPoint, and Word. Detail-oriented and possess excellent organizational skills
Discretion and respect for confidential matters
Flexible and willing to work extended hours as needed
Excellent verbal and written communication skills including the ability to interact with varied audiences
Consistent and strong follow–up skills
Able to identify problems and create solutions, Intellectually curious
Self-motivated and eager to learn
Energetic, creative, and positive
Collaborative and flexible
Eager to learn and acts with integrity
Displays intellectual rigorism conscientious and shows initiative, drive, and determination
Respectful, resilient, and patient
Acts as a team member and maintains a positive attitude, consistent with the expectations for all employees

Compensation / Pay Rate (Up to): $70,000-$75,000

Jobs at PrideStaff Financial Reno

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