Senior Trust Officer
RemoteReno, Nevada, United States
Job Summary
Administer trusts in accordance with applicable laws, regulations, fiduciary standards, and governing instrument terms. Oversee day-to-day administration of client relationships, including various trust, agency, and IRA accounts, while implementing internal policies to support effective trust administration. Ensure compliance with fiduciary, legal, ERISA, IRS, and other regulatory requirements. Review and analyze complex estate planning documents, applying Nevada Probate Code provisions and assessing tax implications. Represent the organization through professional, industry, and community activities. Position the Nevada trust business for growth by supporting business development and enhancing market presence. Meet with clients and advisors regarding estate planning, tax matters, and financial considerations.
Required Qualifications
- deep expertise in trust administration
- fiduciary policies
- applicable regulatory requirements
- knowledge of the Nevada Probate Code
- ability to assess tax implications of various trust structures
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