Trust Officer

Trust Officer Reno, NV Job Details $140,000 - $175,000 a year 3 days ago Benefits Disability insurance Dental insurance 401(k) Vision insurance Qualifications Record keeping Microsoft Excel Client onboarding Microsoft Outlook Regulatory compliance Filing Mid-level Trust administration Bachelor's degree Task prioritization Organizational skills Financial regulatory compliance 2 years Communication skills Technical Proficiency Regulatory compliance management Wills, trusts & estate law Full Job Description Katie Weigel with Robert Half Finance and accounting, permanent placement is recruiting to fill a Trust Officer role. This Trust Officer position is a great opportunity for someone who has a couple of years working in a retail trust environment, to move into a family office Trust Officer role. The Trust Officer will onboard new accounts, maintain compliance with governing document guidelines and regulatory and trust company procedures, coordinate distribution and other requests, develop and maintain positive relationships with beneficiaries, and prepare for Company and beneficiary meetings. The Trust Officer will deal with highly sensitive and confidential information. Absolute discretion and confidentiality are required.

Key Responsibilities:

1. Assist with the day-to-day operations of the Company, including all state, local and regulatory filings. 2. Act as a resource for beneficiary requests and inquiries; work with the affiliated family office, serve as a liaison between the beneficiaries and the Company for all matters relating to trusts or other accounts for which the Company is acting as a fiduciary. 3. Collaborate with other colleagues and service providers, as needed. 4. Manage the Company's distribution request process and related documentation and record keeping. 5. Assist with internal compliance and proper documentation requirements, consistent with internal fiduciary policies and procedures regarding new accounts, existing accounts, discretionary actions, investment decisions, and all other policies, procedures, and guidelines. 6. Perform annual review of each account for which the Company is acting as a fiduciary to ensure compliance with governing documents, internal policies and procedures, and applicable state laws. 7. Attend and assist in the preparation of committee meetings, as well as periodic individual meetings with beneficiaries. 8. Coordinate responses to regulatory requests and audits from the Nevada Financial Institutions Division. 9. Manage trust records and files in accordance with fiduciary standards.

Minimum Knowledge, Skills and Abilities:

1. Bachelor's degree from an accredited university. 2. Minimum 5 years trust administration experience. 3. Proficiency in Word, Adobe, Outlook, Excel and other key office communication technology. 4. Self-starter who exercises good judgement, is able to prioritize, and can work independently. 5. Evidence of highly developed communication skills with the ability to explain complex and technical information in verbal or written formats to a variety of audiences. 6. Evidence of flexibility and ability to adapt to changing priorities and ability to multi-task. 7. Demonstrated attention to detail and accuracy. 8. Must be highly confidential and display strong judgment. Experience handling sensitive and/or confidential financial information and maintaining ongoing confidentiality. 9. Previous experience in a trust company, family office setting or with high net worth clients. The company offers a very competitive compensation and benefits package, a flexible work environment and tremendous opportunity for professional development. There is limited travel, quarterly. The position is hybrid, splitting time between the office and home each week. Interested in hearing more? Message me privately via LinkedIn or apply today! Bachelor's degree from an accredited institution. At least 2 years of experience in trust administration. Proficiency in Microsoft Word, Excel, Adobe, Outlook, and other office communication tools. Strong organizational skills with the ability to prioritize tasks and work independently. Exceptional communication skills, capable of conveying complex information clearly to diverse audiences. Flexibility to adapt to changing priorities and manage multiple tasks effectively. Meticulous attention to detail and commitment to accuracy. Proven ability to handle sensitive financial information with discretion and maintain confidentiality. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "," you're agreeing to Robert Half's Terms of Use and Privacy Notice .