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Senior Trust Officer

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Reno

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

This is a unique role with a boutique trust company. The trust company does no investment management, and is not tied to any investment manager, but does serve as a client services resource to their clients in the way of investment oversight, client advising on personal business matters such as large purchases, real estate transactions, etc. The company offers a strong benefits package, 2-3 days per week in office in Reno is the current structure, and there is excellent opportunity for growth into a further leadership role.

Job Responsibility:

  • Serve as Senior Trust Officer on a variety of trusts to ensure each trust is administered in accordance with applicable laws, regulations, and the terms of the governing instrument
  • On-board new trusts including review and interpretation of trust documents to identity any potential issues, marshalling of assets and preparation of internal account set-up forms
  • Apply principals of the Probate Code applicable to trust administration and understand the tax implications of the various kinds of trusts
  • Effectively establish and manage client relationships through interaction with grantors and beneficiaries
  • Determine beneficiary distribution amounts and frequency and present any discretionary distributions for Trust Committee approval
  • Perform annual reviews of assigned trusts and evaluate the performance of investment advisors assigned to the trusts
  • Establish and maintain relationships with attorneys, CPA’s and other professional advisors to assure clients receive quality service and to enhance business development opportunities
  • Actively mentor and train trust administration staff, with management duties as assigned

Requirements:

  • Bachelor’s degree (Emphasis in Trust Administration, Business, Finance, Accounting, or Law is preferable)
  • Additional certification (i.e. JD /MBA/CTFA/CFP/CPA) is strongly preferred
  • 8+ years of trust administration or financial services planning experience with a focus on exemplary customer service for high net-worth clients
  • Demonstrated experience with sophisticated trust and asset structures and providing thoughtful client solutions
  • Proficiency in Microsoft Excel and other Microsoft Office applications
  • Strong expertise in auditing, cash activity management, and financial documentation
  • Familiarity with Probate Code and estate administration processes
  • Exceptional interpersonal and communication skills for client and detail-oriented interactions
  • Demonstrated ability to analyze financial statements and oversee trust-related financial operations
What we offer:
  • 4 Weeks of PTO
  • bonus potential
  • strong medical coverage
  • access to top jobs, competitive compensation and benefits, and free online training
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
February 13, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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