обновлено 13 дней назад
Associate Trust Officer
60 000 - 105 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate Trust Officer (Trust Administration): Administering simple trust and investment accounts while supporting senior officers with complex trusts, client service, and business development with an accent on fiduciary administration, compliance, and client relationship management. Focus on preparing accountings and reports, supporting estate and investment planning, and maintaining accurate trust records under banking regulations.
Location: Fully onsite in Las Vegas, Nevada
10777 West Twain Suite 150, Las Vegas, NV 89135
Salary: $60,000–$105,000 per year, with possible performance-based incentive compensation.
Company
provides banking and trust services to individuals and organizations.
What you will do
- Administer simple trust and investment accounts, maintain account files, and support account setup and closure.
- Assist senior trust officers with complex trust relationships and participate in client meetings.
- Maintain and develop client relationships while providing service to existing trust clients.
- Prepare annual court accountings for conservatorship and estate accounts.
- Create presentations, charts, reports, proposals, and client communication materials.
- Support introductory business development through prospect meetings, networking, partner education, and community activities.
Requirements
- Bachelor’s degree preferred for candidates with practical trust experience.
- 2–4 years of experience in trust or related financial services, including trust data processing, trust accounting, and tax law.
- At least 1 year of exposure to fiduciary duties and client-facing responsibilities.
- Knowledge of fiduciary income tax returns, estate tax returns, commercial banking, and applicable banking regulations.
- Strong written and verbal communication, analytical, organizational, and time-management skills.
- CFTA education enrollment required; occasional travel may be expected.
Culture & Benefits
- Healthcare coverage including medical, dental, and vision plans.
- 401(k) retirement savings plan with employer match for qualifying contributions.
- Paid vacation, sick days, volunteer days, and holidays.
- Life and disability insurance, employee assistance, mental health resources, and legal support.
- Tuition assistance, identity theft protection, insurance discounts, and an online discount marketplace.
- Benefits begin on the first day of the month following hire for associates regularly scheduled to work at least 30 hours per week.
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