Hybrid Trust & Estate Advisor | Client-Focused Wealth

Alliance Trust Co; Reno (NV); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Alliance Trust Co in Reno, NV seeks a fiduciary accounts manager to administer trusts, guardianships, and agency accounts, delivering high-quality client service while complying with governing documents and applicable law.

You will collaborate with attorneys, accountants, and investment professionals, review accounts annually, identify risks, and contribute to growth by nurturing client relationships.

Qualifications

• Bachelor's degree required; advanced degree (JD, MBA) or professional designation (CTFA, CFP, TEP, AEP) preferred.
• Proficiency in Microsoft Office; experience with CRM systems such as Salesforce preferred.
• Strong organizational skills and attention to detail.

Responsibilities

• Serve as primary relationship manager for assigned clients and families; maintain regular contact and anticipate planning needs.
• Administer approximately 150-200 fiduciary and agency accounts in accordance with governing documents, applicable law, and company policies.
• Execute fiduciary responsibilities, including discretionary distributions, while managing risk and balancing beneficiary interests.
• Partner with internal teams and external advisors, including attorneys, accountants, and investment professionals, to support client objectives and comprehensive wealth planning.
• Complete initial and annual account reviews and ensure proper documentation and compliance with fiduciary policies and procedures.
• Identify and elevate risk, compliance, or administrative issues to appropriate leadership or committees.
• Resolve client matters in a timely and professional manner, collaborating with senior officers as needed.
• Maintain knowledge of fiduciary, tax, and estate planning developments relevant to assigned accounts.
• Support business development by maintaining client relationships, identifying opportunities for additional services, and developing referral sources.
• Participate in professional, community, and industry activities to enhance relationships and market presence.
• Recommend improvements to processes, policies, and client service delivery.

Skills

Trust administration

Fiduciary principles

Estate planning

Tax planning

Interpersonal skills

Communication

Relationship management

Analytical ability

Problem solving

Financial markets knowledge

Investment concepts

Multitasking

Education

Bachelor's degree

JD or MBA preferred

CTFA/CFP/TEP/AEP designation preferred

Tools

Microsoft Office

Salesforce CRM

Job description

Alliance Trust Co in Reno, NV seeks a fiduciary accounts manager to administer trusts, guardianships, and agency accounts, delivering high-quality client service while complying with governing documents and applicable law.

You will collaborate with attorneys, accountants, and investment professionals, review accounts annually, identify risks, and contribute to growth by nurturing client relationships.