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Senior Trust Officer

Company: Wealthgate Trust Company
Location: Las Vegas
Posted on: June 19, 2019

Job Description:

DescriptionWe are looking for a Senior Trust Officer to join our recently founded Nevada-based trust company. This individual will be responsible for the trust administration of large trust accounts (+$10MM). Duties include managing all accounts in accordance with applicable legal requirements and securing internal and external services as appropriate to fulfill the needs of our trust clients. The ideal candidate is an experienced fiduciary professional with an entrepreneurial spirit who is looking to help us continue to grow our new retail trust company from the ground up. Job ResponsibilitiesPartner with ultra-high net worth clients and their advisors to help form and administer sophisticated wealth planning strategies including trust and estate planning, wealth transfer matters, income tax planning, cash flow analysis and business succession planning.Manage trust administration for all assigned accounts, oversee distributions and investment requests, and ensure that all transactions comply with the applicable trust agreement and relevant laws.Learn and comply with the company's risk parameters, policies and procedures.Provide focused client service with responsiveness, professionalism and tact; proactive client contact through written and verbal communication will be required.Cultivate relationships with referral sources and centers of influence to help grow our business. QualificationsFiduciary professional with CTFA, CFP, JD or CPA preferred.At least 5 years of experience in trust administration, estate planning, fiduciary services, or related fields.Exhibit a depth of knowledge of trust and estate agreements, governing documents and account agreements. Must be able to demonstrate extensive knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles.Excellent verbal and written communication skills.------------Must be discreet and reliable, able to handle and protect highly confidential financial and personal information, internally and externally.------------Strong attention to detail with the ability to perform multiple tasks in a fast-paced environment. CompensationAn excellent compensation package will be designed to attract an outstanding individual.--

Keywords: Wealthgate Trust Company, Bullhead City , Senior Trust Officer, Other , Las Vegas, Arizona

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