Description Katie Weigel with Robert Half Finance and Accounting is recruiting to fill a Senior Trust Office position with a Trust Company located in Reno. This is a unique role with a boutique trust company. The trust company does no investment management, and is not tied to any investment manager, but does serve as a client services resource to their clients in the way of investment oversight, client advising on personal business matters such as large purchases, real estate transactions, etc. The role requires a large variety of tasks, and no two days are the same. Tasks range from client interaction and advising (no selling), cash management, document review, interpretation and execution, and interaction with a wide variety of business professionals including bankers, investment advisors, real estate professionals, CPA's, attorneys and in house colleagues.

Primary Job Duties and Responsibilities

· 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.

Educational and Other 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.

The company offers a strong benefits package, one day per week in office in Reno is the current structure, and there is excellent opportunity for growth into a leadership role. This position is being filled in anticipation of replacing a key leader who is retiring. Interested, please apply in confidence today! Requirements

• Proficiency in Microsoft Excel and Microsoft Office Suites

• Experience in auditing, preferably in a financial setting

• Ability to manage and monitor cash activity efficiently

• Strong documentation skills, with attention to detail and accuracy

• Experience in analyzing financial statements and investment statements from a variety of brokerage firms

• Client administration skills, with a focus on building and maintaining relationships

• Familiarity with probate and estate administration

• Ability to work independently and as part of a team

• Excellent communication and interpersonal skills

• Strong problem-solving and analytical abilities

• High level of integrity and trustworthiness

• Knowledge of current financial regulations and standards

• Bachelor's degree in Accounting, Finance, or related field preferred

• Certified Public Accountant (CPA) or Certified Trust and Financial Advisor (CTFA) certification is a significant plus.

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.

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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.

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