Trust Professionals - UHNW Trust Company
ECG Resources
Reno, NV
Trust Professionals - UHNW Trust Company
ECG Resources
Reno, NV
- Full-Time
Job Description
Company Info
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 ~
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