Senior Trust Officer

Katie Weigel with Robert Half Finance and Accounting is recruiting to fill a Senior Trust Officer position with a Trust Company located in Reno. This is a unique role with a boutique trust company. The trust company does not engage in investment management and is not tied to any investment manager, but serves as a client services resource to their clients in the way of investment oversight, client advising on personal business matters such as large purchases, real estate transactions, etc.

• Serve as Senior Trust Officer on a variety of trusts to ensure each trust is administered in accordance with applicable laws, regulations, and the terms of the governing instrument.
• On-board new trusts including review and interpretation of trust documents to identify any potential issues, marshalling of assets and preparation of internal account set-up forms.
• Apply principles of the Probate Code applicable to trust administration and understand the tax implications of the various kinds of trusts.
• Effectively establish and manage client relationships through interaction with grantors and beneficiaries.
• Determine beneficiary distribution amounts and frequency and present any discretionary distributions for Trust Committee approval.
• Perform annual reviews of assigned trusts and evaluate the performance of investment advisors assigned to the trusts.
• Establish and maintain relationships with attorneys, CPA's and other professional advisors to assure clients receive quality service and to enhance business development opportunities.
• Actively mentor and train trust administration staff, with management duties as assigned.

• Bachelor’s degree in Trust Administration, Business, Finance, Accounting, or Law; advanced certifications such as JD or CPA preferred.
• 8+ years of experience in trust administration or financial planning with a focus on exemplary customer service for high-net-worth clients.
• Demonstrated experience with sophisticated trust and asset structures and the ability to provide tailored solutions.
• Extensive knowledge of Probate Code and estate administration processes.
• Proficiency in Microsoft Excel and other Microsoft Office applications.
• Strong expertise in auditing, cash activity management, and financial documentation.
• Exceptional interpersonal and communication skills for client and detail-oriented interactions.
• Demonstrated ability to analyze financial statements and oversee trust-related financial operations.

• Strong benefits package including 4 weeks of PTO, bonus potential, and strong medical coverage.
• Office in Reno 2-3 days per week with opportunities for growth into further leadership roles.

Senior Trust Officer
• Reno, NV, United States