Trust Professionals - UHNW Trust Company

Job Description

Job Description

Established and growing UHNW Trust Company based in Nevada is continuing to expand their Trust team and seeks to hire a Trust Officer to work with team members and clients on the administration and management of UHNW trust accounts (500mm+).

• Responsible for sophisticated trust administration and estate planning
• Communicate effectively regarding clients' estate plans and assist with onboarding process for new clients
• Provide tax advice and research as relating to relevant trust tax applications
• Firm is more focused on technical aspects of UHNW trust / estate planning and administration versus extensive client contact and new business
• Collegial atmosphere team approach
• Requires 5+ years' experience; JD, CTFA, CFP, or CPA a plus
• The ideal candidate will have strong knowledge of sophisticated tax issues, hard to value assets, and solid trust administration

~ Relocation Assistance Available ~