Trust Officer

Laurel Trust Company•Reno, NV

10h•Onsite

About The Position

A successful person in this role will demonstrate their technical strengths and contribute to the Laurel Trust team in the day-to-day client operations, without any requirement or expectation for client development. The role requires great attention to detail to comply with all policies, procedures, and trust accounting practices. Laurel Trust is looking for a highly organized, energetic professional that aligns with our strong internal customer service culture. This is an excellent opportunity to continue building a career as part of an organization whose values of RESULTS, INTENSITY, TRANSPARENCY, AND CREATIVITY speak to the culture of our organization. This role reports directly to the President.

Requirements

5+ 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.
Demonstrated experience of providing thoughtful client solutions.
Flexible and receptive to contribute in a variety of ways that often arise in a small office environment that may not correlate to the candidate’s technical skillset.
Motivated self-starter with the ability to work independently.
Aptitude for utilizing technology to drive efficiency and effectiveness.
Discretion and respect for confidential matters.
Flexible and willing to work extended hours as needed.
Detail-oriented and possess excellent organizational skills.
Strong work ethic.
Excellent verbal and written communication skills including the ability to interact with varied audiences.

Nice To Haves

Experience with ultra-high net worth multi-generational $50MM+ families with complicated assets and sophisticated trust structures.
Juris Doctorate.
Bachelor’s degree in Accounting, Finance, or Economics.
Tax planning or return preparation experience.

Responsibilities

Work directly with the President to support him in fiduciary decisions and client relationship responsibilities.
Provide administration of trust accounts in adherence with trust instruments, governing documents of related entities, and Laurel Trust’s policies and procedures.
Assemble and review new account pre-acceptance materials, including trust instruments, portfolio holdings, partnership agreements, KYC information, and trust accounting records.
Review and execute cash transfers, investment actions, market value updates, beneficiary distributions, and other trust accounting transactions.
Prepare annual account administrative reviews.
Prepare and review meeting materials for the Trust, Investment, and Distribution Committees.
Effectively manage multiple ongoing projects and successfully prioritize multiple tasks with good judgment and follow up with the President.
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.