Trust Officer / Trust Associate

Reno

Trust Officer / Trust Associate

Reno, NV

(Relocation Available)

 

ISC’s team of Financial Services Recruiters are partnering with a prominent Multi-Family Office & Trust Company on an Associate Trust Advisor opportunity in Reno, NV.

 

The Reno office is growing, and the team’s looking to add a Trust Officer reporting into Partner level. This individual will be given the opportunity for continued growth towards the path of their choice; towards a fully client facing advisor, Trust Officer or investment operations/analytics and portfolio construction. The head of the office will mentor and work closely with this individual, allowing for excellent opportunities for continued career development.

 

Trust Officer Requirements:

·       Minimum of 5 years of related investment / trust experience, preferably interfacing with UHNW clients.

·       Bachelor’s Degree required.

·       MBA or CFP or CTFA designation preferred (or working towards achieving).

·       Excellent communication skills – written and verbal, as well as superior analytical skills.

·       High proficiency with Microsoft Excel, PowerPoint and Word with ability to quickly learn new systems – performance reporting, data/transaction aggregation, data analytics, CRM.

 

Trust Officer Rewards – If you qualify for this opportunity, the Firm offers the below:

·       Opportunities to work with large, complex portfolios with direct client interaction with UHNW individuals and families.

·       Tremendous long-term career opportunity with continued growth and professional development.

·       Reporting into Partner level with high visibility internally, providing growth opportunities.

·       Well-established and prominent organization.

Trust Officer Responsibilities:

·       Partner with the Client Advisor team to carry out the day-to-day delivery of wealth advisory services for Ultra High Net Worth Clients.

·       Manage and oversee the daily account transactions, including cash/wire transfers, bill pay, ACH payments and opening of new accounts.

·       Complete projects involving analyzing client holdings and investments including forecasting.

·       Research investments, income tax planning, estate planning, the impact of recent regulations, and general financial market analysis.

·       Create customized client presentations including investment charts and analysis as well as estate planning recommendations. Including, preparing agendas, reports and portfolio analysis materials.

·       Direct investment transactions including monitoring cash balances, making transfers to money market accounts.

·       Create reports for client budget worksheets, income projections and gifting schedules, contribute to PowerPoint presentations and marketing materials.

·       Support Client Advisors in evaluating various financial decisions and strategies for clients by

conducting research and complex financial analyses.

·       Provide information, analysis and documentation to Advisors for annual account reviews.

·       Maintain continuing education on investment trends and financial markets through reading, seminars and conferences.

·       Manage workflow and ongoing projects.


How to Apply:

Please contact Jaami Clemet, Executive Recruiter, International Search Consultants. 888-866-6623, jaamic@iscjobs.com