1 день назад
Team Lead Trust and Estate Administration
122 535 - 208 715$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Team Lead Trust and Estate Administration (Trust and Estate Administration): Managing complex trust and estate accounts, fiduciary responsibilities, investment strategies, and a team of Trust Officers with an accent on regulatory compliance, tax obligations, and client-specific administration. Focus on reviewing trust instruments, exercising fiduciary discretion, developing investment strategies, and leading business development and staff performance.
Location: In office at 10801 W. Charleston Boulevard, Las Vegas, Nevada, US 89135
Salary: $122,535–$208,715 per year, plus eligibility for bonus and/or commissions.
Company
is a financial services institution founded in 1954 and a subsidiary of Royal Bank of Canada.
What you will do
- Lead trust and estate administration activities for assigned offices and manage a full book of complex accounts.
- Administer conservatorships, estates, revocable and irrevocable trusts, guardianships, agencies, and other fiduciary accounts.
- Review trust instruments, assess fiduciary responsibilities, and ensure administration complies with governing documents, court orders, laws, and regulations.
- Develop client-specific investment strategies with the bank’s investment team and oversee tax obligations, fees, distributions, and account terminations.
- Build and retain client relationships, support business development, conduct sales calls, and collaborate with senior bank management and private bankers.
- Manage, coach, evaluate, and develop Trust Administration staff, including assigning workloads and making employee-related decisions.
Requirements
- Bachelor’s degree or equivalent.
- More than 10 years of trust administration experience with comprehensive knowledge of family, charitable, special needs, and other trust types.
- Certified Trust and Financial Advisor (CTFA) certification required.
- Comprehensive knowledge of personal trust laws and regulations, state tax laws, income taxation, and trust investment management principles.
- Demonstrated management skills and excellent verbal and written communication skills.
- Proficiency with Microsoft Word, Excel, and PowerPoint.
Culture & Benefits
- Medical, dental, and vision coverage available from the first day of the month following the start date.
- 401(k) company matching contribution.
- Tuition reimbursement and internal upskilling and training resources.
- Vacation, sick, and volunteer time benefits.
- Specialized health and family planning benefits, including fertility support and cancer, diabetes, and musculoskeletal programs.
- Career mobility support and colleague resource groups for networking and community engagement.
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