Top Trust Executive is responsible for all trust activities, policies, objectives, and the development of new business initiatives. Directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Being a Top Trust Executive ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. May also provide guidance on legal matters to preserve and protect the organization and trusts. Additionally, Top Trust Executive requires a bachelor's degree. Typically reports to top management. The Top Trust Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)
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
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:
Schedule:
Work Location: In person
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