Trust Officer

Capital Group • Reno, NV

6d • $111,153 - $177,845

About The Position

The Trust Officer will be a member of the Trust Relationship Team in Reno, Nevada, managing a book of complex fiduciary relationships and delivering high-quality fiduciary services. The role focuses on complex fiduciary analysis and trust administration, with no business development. The Trust Officer works with existing beneficiaries and trustors, explains legal and trust concepts in a client-friendly manner, and builds and maintains relationships throughout the firm in a collaborative environment. The position also involves mentoring less experienced associates and contributing in an evolving environment.

Requirements

• Bachelor’s degree.
• At least 7 years of fiduciary or trust administration experience.
• Experience working with a Trust Committee.
• Strong knowledge of trusts and the legal aspects of trust administration.
• Ability to explain trust concepts in a client-friendly manner.
• Passion for trust administration and comfort mentoring less experienced associates.
• Ability to contribute at all levels in an evolving environment.
• Motivation to perform deep fiduciary analysis and complex trust administration.

Responsibilities

• Manage a book of complex fiduciary relationships.
• Deliver high-quality fiduciary services.
• Work with existing beneficiaries and trustors.
• Explain legal aspects of trust administration and trust concepts in a client-friendly manner.
• Build and maintain relationships throughout the firm and work collaboratively.
• Mentor less experienced associates.
• Anticipate the needs of clients, beneficiaries, and business partners and seek ways to improve service.
• Discuss trust creation and explain available services.

Benefits

• Competitive base salary.
• Individual annual performance bonus.
• Annual profitability bonus.
• Retirement plan with a company contribution of 15% of eligible earnings.
• Generous time away and health benefits from day one.
• Flexible work options.
• Two-for-one matching gifts for charitable contributions and the opportunity to secure annual grants for organizations.
• On-demand professional development resources.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior