Fiduciary Trust Officer | Client Relations & Admin

alliancetrustco; Reno (NV); Hybrid; USD 75,000 - 90,000; Full time

Job summary

alliancetrustco is seeking a Fiduciary Specialist / Trust Officer in Reno, Nevada. This full-time position requires advanced knowledge of trust administration and fiduciary principles.

You will review governing documents, administer trust accounts, and serve as a relationship manager for clients and their advisors. The role offers a hybrid work schedule, with on-site presence required at least three days a week.

Qualifications

• Minimum of 5 years of personal trust administration experience.
• Demonstrated fiduciary administration experience.
• Working knowledge of financial markets and investment concepts.

Responsibilities

• Review governing documents and assess risk for new accounts.
• Administer an assigned portfolio of trust relationships.
• Serve as relationship manager for assigned accounts.

Skills

Trust administration knowledge

Analytical judgment

Communication skills

Client service skills

Education

Bachelor’s degree

Advanced degree (JD, MBA) or professional designation (CTFA, CFP, TEP, AEP)

Job description

alliancetrustco is seeking a Fiduciary Specialist / Trust Officer in Reno, Nevada. This full-time position requires advanced knowledge of trust administration and fiduciary principles.

You will review governing documents, administer trust accounts, and serve as a relationship manager for clients and their advisors. The role offers a hybrid work schedule, with on-site presence required at least three days a week.