Trust Professionals - UHNW Trust Company
Trust Professionals - UHNW Trust Company
Posted on :
15-09-2025
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1 Vacancy
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Job Description
Established and growing UHNW Trust Company based in Nevada is continuing to expand their Trust team and seeks to hire a Trust Officer to work with team members and clients on the administration and management of UHNW trust accounts (500mm).
- Responsible for sophisticated trust administration and estate planning
- Communicate effectively regarding clients estate plans and assist with onboarding process for new clients
- Provide tax advice and research as relating to relevant trust tax applications
- Firm is more focused on technical aspects of UHNW trust/estate planning and administration versus extensive client contact and new business
- Collegial atmosphere team approach
- Requires 5 years experience; JD CTFA CFP or CPA a plus
- The ideal candidate will have strong knowledge of sophisticated tax issues hard to value assets and solid trust administration
Relocation Assistance Available
Required Experience:
Unclear Seniority
Employment Type
Full Time
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