Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
FIRM OVERVIEW:
Laurel Trust Company is a retail trust company in Reno, Nevada, serving as a corporate trustee and providing fiduciary services for ultra-high net-worth clients. Laurel Trust is an affiliate of Hall Capital Partners, which has a 20 year record of building and managing global investment portfolios and has established a strong reputation as a successful investor and partner. Laurel Trust’s culture is focused on integrity, exemplary client service, and fulfillment of its fiduciary duties.
Laurel Trust is committed to attracting, retaining, engaging, and developing a pool of talent that is diverse along many dimensions. We seek to leverage these diverse experiences, backgrounds, and viewpoints to best serve the needs of our clients.
POSITION TITLE: Trust Officer
A successful person in this role will demonstrate their technical strengths and contribute to the Laurel Trust team in the day-to-day client operations, without any requirement or expectation for client development. The role requires great attention to detail to comply with all policies, procedures, and trust accounting practices. Laurel Trust is looking for a highly organized, energetic professional that aligns with our strong internal customer service culture. This is an excellent opportunity to continue building a career as part of an organization whose values of RESULTS, INTENSITY, TRANSPARENCY, AND CREATIVITY speak to the culture of our organization. This role reports directly to the President.
RESPONSIBILITIES OVERVIEW:
REQUIRED QUALIFICATIONS:
PREFERRED QUALIFICATIONS:
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OTHER REQUIREMENTS:
This position will require the individual to authorize a personal background check with the Nevada Financial Institutions Division.
This job requires the employee to sit for approximately 6-7 hours a day and use a keyboard and mouse for repetitive motion. There will be >15 lbs. to lift, push, or pull in this job.
APPLICATION AND INTERVIEW DETAILS:
Selected applicants should expect two video conference interviews. Finalists will be invited to a final interview in person at the Reno, Nevada office. Please provide your resume and cover letter and send it via email to Careers@LaurelTrust.com.
0 Trust Administration Assistant jobs found in Reno, NV area