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.

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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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