Job Details

Katie Weigel with Robert Half Finance and Accounting is recruiting to fill a Trust Officer position in Reno, Nevada. This role is with a single-family office that provides a diverse array of services, including tax, accounting, investment, fiduciary and general services to a multi-generational family with controlling holdings in a publicly traded corporation. The wholly owned trust company is located in Reno, NV. The Trust & Compliance Officer position is located in Reno and will assist with all aspects of trust administration and compliance requirements. This position will report to the Vice President of Compliance.

Responsibilities

• Coordinate closely with other company departments (Client Service, Operations, Wealth Management, Tax and Philanthropy) regarding client matters involving trust and agency account administration.
• Monitor the fiduciary administration of trust company accounts to ensure compliance with governing documents and applicable laws.
• Assist in the process of opening and closing of trust company accounts.
• Prepare complex and professional reports using various systems and data sources.
• Prepare materials and assist in administration of meetings of the internal committees overseeing operations.
• Assist in the oversight of ongoing trust company operations to ensure compliance with policies and procedures and regulatory requirements.
• Assist in preparing for all relevant regulatory examinations.
• Other projects and responsibilities as assigned by the Management Team.

Qualifications

• Strong background in financial services, compliance, or financial operations
• Minimum 5 years of financial services
• Bachelor's degree with superior academic credentials from a nationally-recognized university.
• Industry certification, such as CTFA, CFP, JD or CPA, is preferred.
• Working knowledge of trust and agency account administration, including estate planning, fiduciary accounting, securities, real estate, finance, and taxation.
• Working knowledge of the legal documents encountered in trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, powers of attorney, assignments, partnership agreements and LLC operating agreements.
• Working knowledge of the legal requirements that impact trusts.
• Ability to work successfully with others at all levels of the organization to implement policies, procedures and solutions from a practical perspective.
• Strong interpersonal skills, maturity and good judgment, with the ability to communicate with a diverse range of individuals.
• Strong analytical and problem-solving skills, highly organized and a meticulous attention to detail.
• Excellent verbal and written communication skills are required.
• Demonstrated ability to self-start and work independently, and the desire and ability to work remotely with a highly motivated team.
• Proficient in MS Office, especially Excel, Word, and Power Point and other technology.

This company has a remarkable retention record and excellent opportunity for growth as 1/3 of their tenured staff prepare for retirement in the next 5 years. They offer a very compelling benefits and compensation package. The position is hybrid, but requires the candidate to live in Reno, Nevada or immediate surrounding area. Please apply in confidence if you are interested in learning more about the role.