Senior Associate

Blue Sky Trust; Reno (NV); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive benefits package

Job summary

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.

Responsibilities

• 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.

Skills

Attention to detail

Communication

Discretion

Independent with collaboration

Time management

5+ years experience in fiduciary/trust

Education

Bachelor’s degree or equivalent

Job description

Blue Sky Trust is an independent, non-affiliated professional trustee solution providing durable, long-term fiduciary services for ultra-high net-worth clients, families, and their advisors. We are driven by a passion for helping people navigate their unique circumstances, offering expert advice in trust, estate, charitable and tax planning. Our identity is rooted in preserving a people-first culture.

Jump the Confidence Gap – We recognize that strong candidates bring different combinations of experience. Our ideal candidate may not meet every listed qualification but should demonstrate strong judgment, curiosity, and the ability to quickly learn and grow into the role.

Position Summary

Blue Sky is seeking a highly capable, disciplined, and self-motivated Senior Associate to manage and take ownership of client administration, client operations, and strategic communications within a growing fiduciary services firm.

This role requires strong judgment, attention to the details, discretion, and the ability to manage multiple competing priorities in a client-focused professional trustee environment. The successful candidate will be expected to exercise initiative, maintain high standards of follow-through, and bring a strong sense of personal accountability to client service, internal operations, and team execution.

Key Responsibilities

• Manage day-to-day client administration and operations.
• Review trust documents, beneficiary information, distribution standards, trustee powers, administrative requirements, and related client materials with strong fiduciary acumen.
• Maintain accurate trust records, correspondence, approvals, account files, and supporting documentation.
• Lead onboarding coordination for new client relationships, including document collection, account setup, internal tracking, and follow-through with advisors and service providers.
• Manage operational workflows, including cash movement, investment changes, account maintenance, document tracking, reporting, and related approvals.
• Prepare internal and external communications with professionalism and discretion.
• Coordinate meetings, track action items, and ensure timely follow-through on client, advisor, and internal team requests.
• Manage and improve CRM data, document management, dashboards, internal knowledge resources, and technology-enabled workflows.
• Assist with audit, risk management, account reviews, and special projects.
• Contribute to a collaborative, and high-accountability team culture.

Qualifications

• Bachelor’s degree (or equivalent experience) in a relevant field such as business, finance, accounting, legal, or a related discipline preferred.
• 5+ years of experience in trust administration, fiduciary services, wealth management, trust operations, family office services, or a related professional services environment.
• Strong organizational skills and ability to manage multiple deadlines, client matters, and operational priorities.
• Excellent written and verbal communication skills.
• Ability to handle confidential and sensitive information with discretion.
• Comfort working independently while collaborating with a small professional team.
• Strong judgment, professionalism, and client service orientation.

Preferred Experience

• Experience in a trust company role with trust administration and/or operations responsibilities.
• Ultra-high-net-worth client service experience.
• Firm understanding of fiduciary accounting and trust systems.
• Familiarity with fiduciary tax reporting, custodial platforms, and bank operations.
• Professional designation such as CTFA or other professional accreditation preferred.

This position is based in Reno, Nevada and requires regular collaboration with internal team members and top external professional advisors. Occasional travel may be required.

Blue Sky offers a competitive and generous benefits package.

Equal Opportunity Statement

Blue Sky Trust is an Equal Opportunity Employer committed to creating a professional, respectful, and inclusive workplace. We consider applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, national origin, veteran status, or any other protected status. Reasonable accommodations are available during the application process.