Client-Focused Trust & Estate Advisor

Peak-Trust-Company; Henderson (NV); On-site; USD 70,000 - 100,000; Full time

Job summary

Peak Trust Company is seeking a Trust Officer in Las Vegas, NV to manage trust and estate administration, build strong client relationships, and coordinate with professionals to implement plans. The role requires attention to detail, professionalism, and strong interpersonal skills.

The ideal candidate will have 3+ years in trust administration, knowledge of planning strategies, and the ability to work independently within a collaborative fiduciary team.

Qualifications

• 3+ years of experience in trust and estate administration.
• Knowledge of trust and estate planning strategies and techniques.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Detail-oriented with strong organizational skills.
• Proficient in Microsoft Office and other relevant software applications.

Responsibilities

• Manage client relationships and provide trust and estate administration services.
• Develop and implement trust and estate plans based on client needs and goals.
• Coordinate with attorneys, accountants, and other professionals to ensure effective estate planning.
• Oversee the investment and management of trust assets.
• Prepare and file tax returns related to trust and estate administration.
• Review and interpret legal documents related to trusts and estates.
• Provide guidance and support to beneficiaries and fiduciaries.

Skills

Trust administration

Estate planning

Client relations

Analytical skills

Team collaboration

Microsoft Office

Tools

Microsoft Office

Job description

Peak Trust Company is seeking a Trust Officer in Las Vegas, NV to manage trust and estate administration, build strong client relationships, and coordinate with professionals to implement plans. The role requires attention to detail, professionalism, and strong interpersonal skills.

The ideal candidate will have 3+ years in trust administration, knowledge of planning strategies, and the ability to work independently within a collaborative fiduciary team.