Trust Officer
Role Overview
Responsible for administering a variety of fiduciary accounts, including revocable and irrevocable trusts, guardianships, special needs trusts, charitable trusts, and agency accounts (investment advisory and custody).
Serves as the primary relationship manager, delivering high-quality client service, administering accounts in accordance with governing documents and applicable law, and developing client and advisor relationships to support retention and business growth.
Key Skills for This Role
Full Job Posting
Qualifications
- Advanced knowledge of trust administration, fiduciary principles, and estate and tax planning concepts.
- Strong interpersonal, communication, and relationship management skills.
- Sound judgment, analytical ability, and problem-solving skills.
- Working knowledge of financial markets and investment concepts.
- Ability to manage multiple priorities in a team-oriented environment.
- Required Experience and Skills
- Minimum 4 years of personal trust administration experience.
- Proficiency in Microsoft Office; experience with CRM systems such as Salesforce preferred.
- Strong organizational skills and attention to detail.
- Education
- Bachelor’s degree required; advanced degree (JD, MBA) or professional designation (CTFA, CFP, TEP, AEP) preferred.
- Work Location
- Hybrid schedule with an expectation of three days per week in the office; remaining days may be remote, subject to business needs.
- Physical Demands and Work Environment
- Work is performed primarily in a standard office environment. The role requires the ability to sit or stand for extended periods, use a computer and standard office equipment, and communicate effectively.
- Equal Employment Opportunity
- The Company is an equal opportunity employer and is committed to providing equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, compensation, benefits, training, discipline, termination, and all other employment practices. The Company also provides reasonable accommodations to qualified individuals with disabilities and for sincerely held religious beliefs and practices, in accordance with applicable law
Preferred Qualifications
- Proficiency in Microsoft Office; experience with CRM systems such as Salesforce preferred.
- Bachelor’s degree required; advanced degree (JD, MBA) or professional designation (CTFA, CFP, TEP, AEP) preferred.
About Alliance Trust Company of Nevada
Provides independent trust administration and fiduciary services under Nevada law.
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