Trust Administration Assistant - Reno

Trust Administration Assistant - Reno

San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly impartial fiduciary service. We devote our skills, expertise, and resources to trust administration and management. We are a small but growing firm located in Downtown Los Angeles, California and Reno, Nevada. The company fosters a client-first culture and collaboration, accountability, and long-term career satisfaction are the company’s key values.

San Pasqual Trust’s trustee-only model allows for us to administer trusts that hold unique and complex assets beyond just cash and marketable securities. No two trusts are the same, and this keeps our work interesting and dynamic. Working at San Pasqual Trust, you will have the opportunity to assist in the management of trusts for high-net-worth families while gaining exposure to the various disciplines that intersect with trust administration, including estate planning, investment management, real estate management, insurance, taxation, and law.

We are seeking someone to join our Trust Professionals Team in Reno, Nevada, working as part of a Nevada-licensed trust company.

Please note that this position has a HYBRID office/remote schedule. It is NOT 100% remote, and employees are expected to report to the Reno, NV office on a regular basis.

This is a full-time position working with private trusts, including components of banking, trust and estate law, and asset management. Successful candidates for this role will demonstrate their technical strengths and contribute to our day-to-day client operations, without any requirement for business development or sales. The role requires great attention to detail to comply with all policies, procedures, and trust accounting practices.

While entry-level job experience is desired, no prior knowledge of trust administration is required. However, a professional demeanor with interpersonal communication skills and the ability to maintain strict confidentiality is a must. You would work as part of a team, assisting with the administration of various trust accounts.

Our Ideal Candidate:

• Someone with an entrepreneurial mindset, wanting to be directly involved in the day-to-day administration for our clients and embraces the phrase “other duties as required”.
• Naturally curious, a self-starter interested in learning and welcomes constructive feedback.
• An organized, detail-oriented, hands-on team player who enjoys a challenge.
• Can effectively manage multiple ongoing projects and successfully prioritize multiple tasks with good judgment.
• Has a problem-solving mentality, can think on their feet and change course quickly and calmly.
• A good communicator, willing and able to take the initiative to pick up the phone to speak with clients or advisors to resolve concerns or issues.
• Currently located within a commutable distance of our Reno office.

Primary Job Duties and Responsibilities

• Assist our Trust Officers with the administration of their accounts.
• Complete various forms (Account set up, transfers, distributions, etc.).
• Respond to client and vendor inquiries timely and thoughtfully.
• Perform research and complete special projects as assigned.
• Track missing information and resolve data discrepancies.
• Assist with documentation of annual account reviews.
• Accounts payable.
• Review statements from external asset managers.
• Statement production and review.
• Coordinate with internal and external parties for filing of personal and fiduciary tax preparation.
• Occasional off-site project assistance (Review beneficiary documents, inventory personal assets, meet with vendors, etc.).
• Other duties as required.

Educational and Other Requirements

• Bachelor’s degree (Provide unofficial transcript).
• 1 year of work experience (may be any industry, but preferably in an office setting).

Desired Skills

• Strong analytical and problem-solving skills.
• Excellent organizational skills with the ability to manage and prioritize multiple projects and competing deadlines.
• Outstanding verbal and written communication.
• Exceptional attention to detail in all facets of the job.
• Ability to learn new processes and skills and desire to grow with the company.
• Ability to ask for and receive feedback on work and apply changes as necessary.
• Team/people oriented.
• Flexible and receptive to contribute in a variety of ways that often arise in a small office environment that may not correlate to the candidate’s technical skill set, and actively suggest improvements to procedures and policies.
• High integrity with diligent work ethic.

PLEASE NOTE that we are ONLY looking for local candidates. This position is NOT 100% remote and we do not pay for relocation services.

Hourly compensation. Some overtime typically available after completion of training period. Eligible for a raise and/or bonus during annual review based on job performance.

No phone calls or recruiters, please. We will contact you if you are a potential match for the position.