Trust Administrator jobs in Sun Valley, NV

Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Trust Administrator
  • Alliance Trust Company
  • Reno, NV FULL_TIME
  • Alliance Trust Company of Nevada is seeking to fill a full-time hybrid (remote/in-office) Trust Administrator position to support the Trust Officer in the coordination of services and administration of trust relationships, including living and testamentary trusts, probate, guardianships, and investment advisory.

    Alliance Trust Company of Nevada provides excellent room for growth and promotional opportunities within the company.

    ESSENTIAL FUNCTIONS
    Assist the Trust Officer in the coordination of fiduciary and administrative services for clients;

    Support the Trust Officer as needed to effectively administer multi-generational trusts, often with discretionary income and principal payments distributed among multiple family members, while managing financial risk;

    Ability to correctly interpret the terms of any estate plan or document in which ATC serves as trustee, executor, personal representative, guardian, or agent for fiduciary;

    Provide administrative and clerical support to the Trust Officer in their collaboration with clients’ advisors, including attorneys and accountants, to develop and implement a comprehensive wealth plan and to ensure proper tax planning;

    Assist with internal compliance and proper documentation requirements, consistent with internal fiduciary policies and procedures regarding new business and asset acceptances, discretionary actions, and all other policies, procedures, and guidelines;

    Serve as a valued team member and resource for other ATC employees and financial advisors; provide back-up for other Trust Officers and Trust Administrators as needed.

    EDUCATION REQUIRED
    Bachelor’s degree preferred, preferably in finance or accounting.

    EXPERIENCE REQUIRED
    The ideal candidate will have a minimum of 1 year of demonstrated experience in a client or account services role.

    OTHER REQUIREMENTS

    • Ability to work under tight deadlines with frequent interruptions
    • Professional, confident, and positive demeanor
    • Excellent organizational skills with outstanding attention to detail

    PHYSICAL DEMANDS AND WORKING ENVIRONMENT
    The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. Environment: Work is performed primarily in a standard office setting.

    Physical: Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; and to verbally communicate to exchange information.

    Job Type: Full-time

    Pay: $50,000.00 - $60,000.00 per year

    Benefits:

    • 401(k)
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Parental leave
    • Vision insurance

    Schedule:

    • Monday to Friday

    Work Location: In person

  • 7 Days Ago

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Personal Trust Administrator
  • D.A. Davidson Companies
  • Sparks, NV FULL_TIME
  • Job Description: D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented individual to join the D.A. Davidson Trust team in the impor...
  • 12 Days Ago

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Trust Officer
  • Laurel Trust Company
  • reno, NV FULL_TIME
  • FIRM OVERVIEW: Laurel Trust Company is a retail trust company in Reno, Nevada, serving as a corporate trustee and providing fiduciary services for ultra-high net-worth clients. Laurel Trust is an affi...
  • 1 Month Ago

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Trust Analyst I
  • Laurel Trust Company
  • reno, NV FULL_TIME
  • Trust Analyst I
  • 1 Day Ago

R
Trust Accounting Associate
  • Robert Half
  • Reno, NV FULL_TIME
  • Katie Weigel with Robert Half Finance and Accounting is recruiting to fill a Trust Accounting Associate position with a financial services company in Reno. The position will encompass a variety of res...
  • 1 Month Ago

A
Human Resource & Office Manager
  • Alliance Trust Co
  • Reno, NV FULL_TIME
  • Human Resources/Office Manager Alliance Trust Company of Nevada is Nevada’s premier trust company, working with attorneys, financial advisors, CPAs, and insurance professionals from around the world t...
  • 6 Days Ago

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0 Trust Administrator jobs found in Sun Valley, NV area

A
Inside Sales Representative
  • A Place For Mom
  • Sparks, NV
  • Company Description About A Place for Mom We're the leading online platform connecting families searching for senior car...
  • 3/29/2024 12:00:00 AM

C
Sales Associate - 24H150
  • Carter's, Inc.
  • Sparks, NV
  • Employee Type: Regular If you are a CURRENT Carter's employee, you MUST apply through the Internal Career Link within th...
  • 3/28/2024 12:00:00 AM

D
Physician - Emergency Medicine
  • Department of Veterans Affairs
  • Reno, NV
  • Summary This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement ...
  • 3/28/2024 12:00:00 AM

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Clinical Psychologist (Home Based Primary Care)
  • Department of Veterans Affairs
  • Reno, NV
  • Summary This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement ...
  • 3/28/2024 12:00:00 AM

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CNA Hospice
  • LHC Group
  • Reno, NV
  • Summary We are hiring for a CNA. This is a Full-Time position. This opening is to service Gardnerville/Carson City. At S...
  • 3/28/2024 12:00:00 AM

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Communication Center Representative - Work From Home>
  • ComplexCare Solutions
  • Sparks, NV
  • [Call Center / Remote] - Anywhere in U.S. / Up to $20 per hour - As a Communication Center Rep you'll: Conduct outbound/...
  • 3/27/2024 12:00:00 AM

S
Trust Administrative Officer
  • Sierra Executive Solutions Inc
  • Reno, NV
  • Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Company's Trust Administrative ...
  • 3/26/2024 12:00:00 AM

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Senior Premier Relationship Manager (Licensed)- Reno/South Lake Tahoe
  • BMO Financial Group
  • Reno, NV
  • As a Licensed Premier Relationship Manager at BMO Harris Bank, you will: + Enjoy the autonomy to proactively manage and ...
  • 3/26/2024 12:00:00 AM

Sun Valley is a census-designated place (CDP) in Washoe County, Nevada, United States. The population was 19,299 at the 2010 census. It is north of Reno and is part of the Reno–Sparks Metropolitan Statistical Area. The community is located within Sun Valley approximately three miles north of Reno on Nevada State Route 443. According to the United States Census Bureau, the CDP has a total area of 14.9 square miles (38.6 km2), all land....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$62,526 to $79,892
Sun Valley, Nevada area prices
were up 2.5% from a year ago

Trust Administrator in Peoria, IL
We work hard to make the trust administration process easy, quick, and inexpensive.
December 14, 2019
Trust Administrator in Yakima, WA
Can provide representation to a trust administrator and can help facilitate the trust administration process so that the administration of the trust can go smoothly and so assets can be transferred to heirs or beneficiaries as quickly as possible.
January 06, 2020
Trust Administrator in Olympia, WA
The assets in the trust should pass almost automatically to the designated beneficiaries.
January 01, 2020