Trust Officer Job at Robert Half (Reno)

Trust Officer

To take responsibility for a designated portfolio of trusts and corporate struct...

Location

Salary:

Not provided

NSM Team

Expiration Date

Until further notice

Requirements

A minimum of three to four years relevant experience
A relevant qualification eg: ICSA or STEP Diploma
A commitment to a career in trust and company administration
Excellent written and verbal communication skills
The ability to use MS Word, Excel and Outlook at an intermediate level
A commitment to and focus on providing quality client service
Strong team skills and be flexible to change and the needs of the business
Analytical skills and be detail orientated
The ability to work in a deadline/volume driven environment whilst maintaining accuracy and focus
The ability to drive and execute tasks and encourage others to do so

Job Responsibility

Have a good understanding of trust and corporate regulatory requirements
Become familiar with team’s existing allocated client portfolio
Ensure quality day to day service for team’s client portfolio
Pro-actively work with internal individuals and groups to ensure timely delivery of client data
Ability to resolve queries/find solutions
Be familiar with and adhere to NSM’s internal practices and procedures
Always adhere to internal regulatory procedures
Focus on chargeable time, manage, and record own time effectively
Be responsible for and effective in cash collection and control of debtors for own clients and provide guidance for administrators/senior administrators in the team
Understand and be pro-active in relation to client acceptance procedures and the associated risk involved

Correspondence Support Specialist

The Correspondence Support Specialist provides administrative services support t...

Location

United States , Washington, DC

Salary:

17.75 - 20.00 USD / Hour

Chickasaw Nation Industries, Inc (CNI)

Expiration Date

Until further notice

Requirements

Must be able to obtain a moderate level Public Trust clearance by successfully passing a background check consisting of a criminal and credit security investigation
This security investigation requires U.S. Citizenship or Green Card
Ability to compose correspondence from draft to final version, in both electronic and hard copy formats
Knowledge of the organization's formatting, routing, and control procedures to properly process correspondence
Operational knowledge of standard office practices and procedures
Proficient in the use of standard office equipment such as computers, typewriters, copiers, fax machines, telephone systems and office automation systems
Skilled proficiency in the use of Microsoft Windows and Office programs (i.e., Word, Excel, Outlook, PowerPoint, SharePoint, etc.)
Knowledgeable and proficient in the use of the English language as to professional business grammar, spelling, punctuation and capitalization in the preparation of correspondence, reports and presentations
Working knowledge of business records management and filing processes
Excellent proofreading and editing skills

Job Responsibility

Supports staff with workflow, processes, deliverables and other responsibilities as required
Prepares outgoing correspondence and makes minor edits
Receives and routes correspondence from, and to, the appropriate action office(s)
Requests and provides correspondence status updates
Updates trackers/databases to ensure status of action items conveys the current disposition
Tracks deadlines and provides status reports
Interfaces effectively with FAA staff and offices, and external clients
Coordinates work with other offices, as required
Provides mail services that include providing for mail distribution to the appropriate offices, mail distribution boxes, central mail facility, or other specified offices

What we offer

Medical
Dental
Vision
Company Life Insurance
Short-Term and Long-Term Disability Insurance
401(K) Immediate Vesting
Professional Development Assistance
Legal Aid Assistance Program
Family Planning / Fertility Assistance
Personal Time Off

Fulltime

Senior Trust Officer

This is a unique role with a boutique trust company. The trust company does no i...

Location

United States , Reno

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

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

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

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

Fulltime

Trusts Administrator

Are you looking to take your first step into a career in finance or accounts? Wh...

Location

United Kingdom , Ilminster

Salary:

25000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Confident using Microsoft Office, especially Excel, and willing to learn new software
Strong written and verbal communication skills, with the ability to work well with colleagues and clients
Organised, reliable and able to work effectively as part of a team
Intelligent, positive, and confident in approaching new tasks
Full UK driving licence (due to the rural office location)

Job Responsibility

Support with trust administration, trust registrations and tax returns, as well as personal tax returns
Prepare accounts for clients, including reconciling information, data inputting and managing client relationships
Produce draft tax returns based on the accounts you've prepared
Assist with management accounting tasks
Prepare estate accounts
Work on statutory accounts
Carry out client bank reconciliations
Monitor and work to key deadlines for each assignment

What we offer

29 days annual leave (inclusive of Bank Holidays)
flexi-time
small, friendly and fun team
a growing company with progression opportunities
longstanding employees and supportive company
opportunity to work with a diverse and dynamic team
a picturesque location and office building with open plan offices and bright interior

Fulltime

Trust Tax Accountant

This role will consist of ensuring accurate and timely preparation of trust tax ...

Location

United States , Wilmington

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

5+ years of trust tax experience
2+ years of management/supervisory experience
Credentialed tax professional – CPA, EA or LLM
Proficient Microsoft Office skills, Advanced Excel
Trust or Financial services industry is also strongly preferred

Job Responsibility

Manage individual and corporate trust accounts
Assist with IRS filing systems
Keep abreast of all Trust rules and regulations
Identify and mitigate potential risk issues
Assist with client tax filing
Initiate the auditing process
Source and build prospect client pipeline
Build strong relationships with outside wealth advisors

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Accountant

The focus of this position will be on the delivery of financial services to a se...

Location

United States , Chicago

Salary:

100000.00 - 110000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

CPA: Required
Years of Experience: 2-3 years
Type of Experience: Public Accounting - Tax
Preferably family office clients, individuals, trusts, or investment partnerships

Job Responsibility

Manage the personal accounting for a variety of the company’s clients, both individuals and trusts
Prepare journal entries and finalize personal financial statements on a monthly basis
Complete a quarterly reporting package with detailed financial analyses
Manage the annual financial reporting, administration of grants, and recording of documentation for a private foundation
Assume responsibility for the company’s cash management activities
Gather and organize all annual tax information necessary for the preparation of income tax filings for our clients
Calculate quarterly estimated tax payments for individuals and trusts
Prepare annual extension estimates of taxable income from underlying investments
Participate in recurring calls with external service providers
Manage the tax compliance calendar and track the ongoing progress of annual tax returns for all entities

What we offer

medical, vision, dental, life, and disability insurance
401(k) plan

Fulltime

Real Estate Trust Assistant

Under general supervision, uses knowledge and skills obtained through education,...

Location

United States , Saint Petersburg, Florida

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Basic concepts, principles and practices of real estate, as well as the liability and risks associated such assets
Basic office practices, procedures and methods
Basic mathematical calculations
Company’s working structure, internal policies, mission, and strategies
Interpreting and applying policies and procedures
Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines
Promoting effective coordination between multiple work groups and functional areas
Detail orientation to ensure quality standards are met without impairing workflow
Communicating both orally and written
Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases

Job Responsibility

Maintains current database of real estate assets
Facilitates and coordinates the asset transfer process for real estate
Ensures new, incoming trust real estate files are complete and accurate
Facilitates outsource relationships regarding real estate administration
Consults with Trust Officers, Business Development Officers, and Financial Advisors on the transfer and retention of real estate
Serves as a liaison during regulatory exams and account file management
Monitors and takes action with respect to accounts as required
Serves as a liaison during internal and external audits
Maintains regular contact with manager and other internal or external customers or clients
Schedules, reports and tracks information for the department

Fulltime

New

Trainee Trust Administrator / Officer, Fiduciary Management

Start your journey in Jersey’s dynamic Financial Services Trust sector! We’re se...

Location

Jersey , Saint Helier

Salary:

Not provided

Brewin Dolphin

Expiration Date

March 27, 2026

Requirements

Educated to A Level standard (or equivalent), with an interest in pursuing a professional qualification
A keen eye for detail and a strong focus on accuracy
A strong working knowledge of Microsoft Office, particularly Excel, Word and Outlook
Highly organised and confident managing your workload and deadlines independently
A proactive approach, a flexible mindset and a genuine team spirit
Clear, confident communication, whether you're writing it down or talking in through
Enthusiasm to learn and adapt in a fast-paced environment

Job Responsibility

Providing administrative support to the Fiduciary Management Team, including filing, document management, and meeting preparation
Assisting with client-related tasks such as payment arrangements and database updates to ensure efficient service delivery
Handling ad hoc administrative duties and supporting team members during absences
Acting as a first point of contact for clients, preparing correspondence (letters, emails) with precision and professionalism
Learning and adhering to RBC’s policies, procedures, and compliance standards, including audit requirements

What we offer

Leaders who support your development through coaching and managing opportunities
Structured training and mentorship to build your skills and confidence
Opportunities to grow within a global financial institution
A collaborative and inclusive team culture
Support for professional development and qualifications
Opportunities to work with the best in the field
Ability to make a difference and lasting impact

Fulltime

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Trust Officer

Robert Half

Location:
United States , Reno

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 26, 2026

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