Reno-Based Senior Trust Operations & Client Services Lead

Blue Sky Trust; Reno (NV); Sur place; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Competitive benefits package

Résumé du poste

Blue Sky Trust is a Reno-based fiduciary services firm seeking a highly capable Senior Associate to own client administration, client operations, and strategic communications. The role demands strong judgment, discretion, and the ability to manage multiple priorities in a professional trustee environment.

You will oversee onboarding, account coordination, and documentation, while maintaining compliance and high-quality client service.

Qualifications

• Bachelor’s degree or equivalent in business, finance, accounting, legal, or related field.
• 5+ years of experience in trust administration, fiduciary services, wealth management, or related professional services.
• Strong organizational skills with ability to manage multiple deadlines and priorities.
• Excellent written and verbal communication skills.
• Ability to handle confidential information with discretion.

Responsabilités

• Manage day-to-day client administration and operations.
• Review trust documents, beneficiary information, distributions, trustee powers, and related materials with fiduciary acumen.
• Maintain accurate trust records, correspondence, files, and documentation.
• Lead onboarding coordination for new client relationships with advisors and service providers.
• Manage workflows including cash movement, investments, account maintenance, and reporting.
• Prepare internal and external communications with professionalism and discretion.
• Coordinate meetings, track actions, and ensure timely follow-through with clients and teams.
• Improve CRM data, document management, dashboards, and knowledge resources.
• Assist with audit, risk management, and special projects.
• Contribute to a collaborative, high-accountability team culture.

Connaissances

Attention to detail

Communication

Discretion

Independent with collaboration

Time management

5+ years experience in fiduciary/trust

Formation

Bachelor’s degree or equivalent

Description du poste

Blue Sky Trust is a Reno-based fiduciary services firm seeking a highly capable Senior Associate to own client administration, client operations, and strategic communications. The role demands strong judgment, discretion, and the ability to manage multiple priorities in a professional trustee environment.

You will oversee onboarding, account coordination, and documentation, while maintaining compliance and high-quality client service.