Senior Trust Officer

Lido Advisors, LLC; Las Vegas (NV); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

Lido Advisors, LLC, a growth-focused wealth management firm with over $46.4B AUM, seeks a Senior Trust Officer in Reno or Las Vegas. This leadership role provides strategic direction and fiduciary oversight for Enterprise Trust in Nevada, aiming to strengthen market presence and client relationships.

You will oversee trust administration, regulatory compliance, and complex estate matters, while collaborating with management, staff, and advisors to deliver fiduciary excellence.

Qualifications

• Bachelor's degree required; advanced degree preferred.
• 8+ years of trust administration experience, including management.
• CTFA designation preferred.
• Strong knowledge of living trusts, testamentary trusts, charitable remainder trusts.
• Experience managing trust-owned real estate and IRA accounts.
• Proficiency with Word, Excel, Outlook, and databases.
• Excellent communication and relationship-building skills.

Responsabilités

• Administer trusts in compliance with laws and governing instruments.
• Support growth of Nevada trust business through business development.
• Oversee day-to-day administration of client relationships and accounts.
• Maintain internal policies and procedures for trust administration.
• Ensure compliance with fiduciary, ERISA, IRS requirements.
• Engage with professional organizations and community activities.
• Review complex estate planning documents and prepare summaries.
• Assess tax implications of various trust structures.
• Meet with clients and advisors regarding estate planning and tax matters.

Connaissances

Trust administration

Fiduciary policy

Regulatory compliance

Client relationship management

Project leadership

Formation

Bachelor's degree

Advanced degree preferred

CTFA designation preferred

Outils

Microsoft Word

Microsoft Excel

Outlook

Database management systems

Description du poste

Lido Advisors, LLC is an established and growing wealth management firm with over $46.4B in assets under management, seeking a Senior Trust Officer based in Reno or Las Vegas. This is a key leadership opportunity responsible for providing strategic direction, oversight, and guidance for Enterprise Trust in Nevada. The role will help position the Nevada trust business for sustainable growth by strengthening the firm's market presence, expanding business development opportunities, and upholding the highest standards of fiduciary excellence.

The Senior Trust Officer will bring deep expertise in trust administration, fiduciary policies, and applicable regulatory requirements, ensuring all accounts are administered in full compliance with legal, regulatory, and fiduciary standards. The successful candidate will be an effective communicator and trusted partner to management, staff, senior leadership, and clients.

Duties And Responsibilities

• Administer trusts in accordance with applicable laws, regulations, fiduciary standards, and the terms of each governing instrument.
• Position the Nevada trust business for continued growth by supporting business development, enhancing market presence, and expanding client relationships.
• Oversee the day-to-day administration of client relationships, including various trust, agency, and IRA accounts.
• Implement and maintain internal policies, procedures, and programs that support effective trust administration.
• Ensure compliance with fiduciary, legal, ERISA, IRS, and other applicable regulatory requirements.
• Represent the organization through active participation in relevant professional, industry, and community organizations and activities.
• Develop and enhance organizational capabilities that strengthen service delivery, operational effectiveness, and client outcomes.
• Oversee the review and analysis of complex estate planning documents, including the preparation of follow-up summaries for trustors and beneficiaries.
• Apply the provisions of the Nevada Probate Code governing trust administration and assess the tax implications of various trust structures.
• Meet with clients, advisors, and prospective clients regarding estate planning, tax matters, and financial considerations, and serve as the trust officer for designated client relationships.

Requirements

• Bachelor's degree required; advanced degree preferred.
• Minimum of 8 years of trust administration experience, including management experience.
• Certified Trust and Fiduciary Advisor (CTFA) designation preferred.
• Strong knowledge of living trusts, testamentary trusts, charitable remainder trusts, estate administration, and IRA accounts.
• Experience managing trust-owned real estate, investment management, and trust operations/securities processing.
• Proficiency in Microsoft Word, Excel, Outlook, and database management systems.
• Strong interpersonal, verbal, and written communication skills, with the ability to build effective relationships with clients, professional advisors, and colleagues.

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.