Trust Professionals - UHNW Trust Company Job at ECG Resources, Reno, NV

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  • ECG Resources
  • Reno, NV

Job Description

Established and growing UHNW Trust Company based in Nevada is continuing to expand their Trust team and seeks to hire a Trust Officer to work with team members and clients on the administration and management of UHNW trust accounts (500mm+).

  • Responsible for sophisticated trust administration and estate planning
  • Communicate effectively regarding clients’ estate plans and assist with onboarding process for new clients
  • Provide tax advice and research as relating to relevant trust tax applications
  • Firm is more focused on technical aspects of UHNW trust/estate planning and administration versus extensive client contact and new business
  • Collegial atmosphere team approach
  • Requires 5+ years' experience; JD, CTFA, CFP, or CPA a plus
  • The ideal candidate will have strong knowledge of sophisticated tax issues, hard to value assets, and solid trust administration

~ Relocation Assistance Available ~

Job Tags

Relocation package,

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