Trust Officer

Trust Officer

Laurel Trust Company is a retail trust company in Reno, Nevada, serving as a corporate trustee and providing fiduciary services for ultra-high net-worth clients. Laurel Trust is an affiliate of Hall Capital Partners, which has a 20+ year record of building and managing global investment portfolios and has established a strong reputation as a successful investor and partner. Laurel Trust's culture is focused on integrity, exemplary client service, and fulfillment of its fiduciary duties.

Laurel Trust is committed to attracting, retaining, engaging, and developing a pool of talent that is diverse along many dimensions. We seek to leverage these diverse experiences, backgrounds, and viewpoints to best serve the needs of our clients.

Responsibilities Overview:

• Work directly with the President to support him in fiduciary decisions and client relationship responsibilities.
• Provide administration of trust accounts in adherence with trust instruments, governing documents of related entities, and Laurel Trust's policies and procedures.
• Assemble and review new account pre-acceptance materials, including trust instruments, portfolio holdings, partnership agreements, KYC information, and trust accounting records.
• Review and execute cash transfers, investment actions, market value updates, beneficiary distributions, and other trust accounting transactions.
• Prepare annual account administrative reviews.
• Prepare and review meeting materials for the Trust, Investment, and Distribution Committees.
• Effectively manage multiple ongoing projects and successfully prioritize multiple tasks with good judgment and follow up with the President.
• Communicate and coordinate with external client advisors, including investment advisers, accountants, attorneys, and family offices.
• Adhere to all compliance procedures and reinforce a strong compliance culture with the team.
• Actively suggest improvements to procedures and policies.
• Other duties as the needs of the office evolve.

Required Qualifications:

• 5+ years of trust administration or planning experience with a focus on world-class service for high net-worth clients ($1MM+ level clientele).
• College graduate with additional certification/credential required (i.e. JD /MBA/CTFA/CFP/CFA).
• Technically strong with demonstrated experience with sophisticated trust and asset structures.
• Demonstrated experience of providing thoughtful client solutions.
• 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 skillset.
• Motivated self-starter with the ability to work independently.
• Aptitude for utilizing technology to drive efficiency and effectiveness.
• Discretion and respect for confidential matters.
• Flexible and willing to work extended hours as needed.
• Detail-oriented and possess excellent organizational skills.
• Strong work ethic.
• Excellent verbal and written communication skills including the ability to interact with varied audiences.

Preferred Qualifications:

• Experience with ultra-high net worth multi-generational $50MM+ families with complicated assets and sophisticated trust structures.
• Juris Doctorate.
• Bachelor's degree in Accounting, Finance, or Economics.
• Tax planning or return preparation experience.

Personal Attributes:

• Professional.
• Accountable and values the importance of "getting it right."
• Consistent and strong follow–up skills.
• Effective communicator.
• Intellectually curious.
• Self-motivated and eager to learn.
• Solutions-oriented.
• Detail-oriented.
• Able to problem-solve.
• Acts with integrity.
• Energetic, creative, and positive.
• Collaborative and flexible.
• Uses good judgment.
• Respectful, resilient, and patient.

Other Requirements:

This position will require the individual to authorize a personal background check with the Nevada Financial Institutions Division.

This job requires the employee to sit for approximately 6-7 hours a day and use a keyboard and mouse for repetitive motion. There will be >15 lbs. to lift, push, or pull in this job.

Application and Interview Details:

Selected applicants should expect two video conference interviews. Finalists will be invited to a final interview in person at the Reno, Nevada office. Please provide your resume and cover letter and send it via email to View email address on click.appcast.io.