Private Trust Company is expanding its team and actively seeking an experienced trust professional to assist and support senior members of the trust team in delivering high-quality service and fiduciary solutions to its UHNW clients.
Provides opportunity for trust & fiduciary professionals to grow their career in wealth management within a well-established trust company.
Comprehensive training provided to learn trust administration for UHNW clients.
Work with senior members of the trust team to provide and implement strategies for UHNW clients (100mm+ Clientele) including tax, cash transfers, investment actions, market value updates, proposed beneficiary distributions, and other trust accounting transactions.
Requires 2+ years' experience with a focus on delivering the highest caliber of client experience.
JD, CPA, and/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