2 results for Customer Service Representative in Minden, NV

Senior Trust Officer

Reno, NV
onsite
Permanent
125000.00 - 150000.00 USD / Yearly
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. 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. ·Actively mentor and train trust administration staff, with management duties as assigned. 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, 2-3 days per week in office in Reno is the current structure, and there is excellent opportunity for growth into a further leadership role. 4 Weeks of PTO, bonus potential, and strong medical coverage are offered! Interested in learning more? Please apply today!
2026-04-07T16:23:46Z

Trust Officer

Reno, NV
onsite
Permanent
140000.00 - 175000.00 USD / Yearly
Katie Weigel with Robert Half Finance and accounting, permanent placement is recruiting to fill a Trust Officer role. This Trust Officer position is a great opportunity for someone who has a couple of years working in a retail trust environment, to move into a family office Trust Officer role. The Trust Officer will onboard new accounts, maintain compliance with governing document guidelines and regulatory and trust company procedures, coordinate distribution and other requests, develop and maintain positive relationships with beneficiaries, and prepare for Company and beneficiary meetings. The Trust Officer will deal with highly sensitive and confidential information. Absolute discretion and confidentiality are required. Key Responsibilities: 1. Assist with the day-to-day operations of the Company, including all state, local and regulatory filings. 2. Act as a resource for beneficiary requests and inquiries; work with the affiliated family office, serve as a liaison between the beneficiaries and the Company for all matters relating to trusts or other accounts for which the Company is acting as a fiduciary. 3. Collaborate with other colleagues and service providers, as needed. 4. Manage the Company’s distribution request process and related documentation and record keeping. 5. Assist with internal compliance and proper documentation requirements, consistent with internal fiduciary policies and procedures regarding new accounts, existing accounts, discretionary actions, investment decisions, and all other policies, procedures, and guidelines. 6. Perform annual review of each account for which the Company is acting as a fiduciary to ensure compliance with governing documents, internal policies and procedures, and applicable state laws. 7. Attend and assist in the preparation of committee meetings, as well as periodic individual meetings with beneficiaries. 8. Coordinate responses to regulatory requests and audits from the Nevada Financial Institutions Division. 9. Manage trust records and files in accordance with fiduciary standards. Minimum Knowledge, Skills and Abilities: 1. Bachelor’s degree from an accredited university. 2. Minimum 5 years trust administration experience. 3. Proficiency in Word, Adobe, Outlook, Excel and other key office communication technology. 4. Self-starter who exercises good judgement, is able to prioritize, and can work independently. 5. Evidence of highly developed communication skills with the ability to explain complex and technical information in verbal or written formats to a variety of audiences. 6. Evidence of flexibility and ability to adapt to changing priorities and ability to multi-task. 7. Demonstrated attention to detail and accuracy. 8. Must be highly confidential and display strong judgment. Experience handling sensitive and/or confidential financial information and maintaining ongoing confidentiality. 9. Previous experience in a trust company, family office setting or with high net worth clients. The company offers a very competitive compensation and benefits package, a flexible work environment and tremendous opportunity for professional development. There is limited travel, quarterly. The position is hybrid, splitting time between the office and home each week. Interested in hearing more? Message me privately via LinkedIn or apply today!
2026-04-07T16:18:43Z