What are the responsibilities and job description for the Trust Administrative Associate position at Sierra Executive Solutions, Inc.?
Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a start-up Confidential Trust Company's Trust Administrative Associate who will report to an 10 year experienced Trust Officer JD, CTFA.
The culture of the organization, while a start-up, consists of a team of professionals that is tenured, having worked together in a prior Trust Company organization and the team is looking for a like-minded, energetic, committed, and dedicated professional; someone with an "entrepreneurial" spirit to join them in this role. There is an exceptional career path and growth potential in this role for the ideal person hired, and getting into the organization as a start-up as a key team member from the beginning will be influential for the future growth. This company is scaled for significant growth in the coming 6-12 months.
Role Description
This is a full-time on-site role for an Associate on the Trust Administration Team of an exciting new start up in the Greater Reno Area. The Associate will be responsible for day-to-day administrative support of trust accounts, communication with clients, handling trust-related inquiries, managing trust documents, wires, check deposits, market value updates and research, and building and maintaining business relationships. Other duties as assigned. An additional project includes assisting the President, Trust Officer, and Director of Client Services in preparing for the annual Nevada Tax and Trust Conference held April 22 - 24, 2025 in Las Vegas. This is a key role with a lot of variety in duties and responsibilities that are visible throughout the organization.
Qualifications
- Bachelor's degree in Finance, Accounting, Business, or related field is required
- 2 years of experience in trust administration, banking, investments, or financial services industries
- Trust Services and Trusts knowledge
- Excellent Communication skills
- Finance expertise
- Strong attention to detail and organizational skills
- Ability to work effectively in a team environment
Salary is depending on experience (DOE) and targeted at $75K annually. The Confidential Trust Company also offers exceptional benefits to include medical, dental, vision coverage, 401K with 5% match, life insurance, short- and long-term disability insurance, and a flexible time off (FTO) policy which is loosely structured and technically unlimited, within reason.
Salary : $75,000
