Trust Advisor

ECG Resources

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profile Job Location:

Reno, NV - USA

profile Monthly Salary: Not Disclosed
Posted on: 13-09-2025
Vacancies: 1 Vacancy

Job Summary

Private Trust Company in Reno NV is expanding its team and actively seeking an experienced Trust Specialist to assist with supporting the Trust team in delivering high-quality service and fiduciary solutions to its UHNW clients.

Job Specifications:

  • Support the senior Trust team with fiduciary decisions and trust administration responsibilities
  • Review cash transfers investment actions market value updates proposed beneficiary distributions and other trust accounting transactions
  • Engage and coordinate with external client advisors such as investment advisers accountants attorneys and family offices
  • Adhere to all compliance procedures and reinforce a strong compliance culture with the team

Requirements:

  • 3 years experience in trust administration or planning with a focus on delivering the highest caliber of client experience (100mm level of clientele)
  • JD CPA or CTFA is a plus

The company has a track record of advancing candidates sourced through our firms recruitment efforts

Relocation assistance available


Required Experience:

Unclear Seniority

Private Trust Company in Reno NV is expanding its team and actively seeking an experienced Trust Specialist to assist with supporting the Trust team in delivering high-quality service and fiduciary solutions to its UHNW clients.Job Specifications:Support the senior Trust team with fiduciary decision...
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Key Skills

  • Channel Marketing
  • Accounting Tally
  • CSS
  • Corporate Risk Management
  • Hibernate
  • Brokerage

About Company

ECG Resources, Inc. is a nationally recognized Executive Search Firm specializing exclusively in the Wealth Management arena

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