Senior Trust Officer: Client Relationships & Fiduciary

LPL Financial; Las Vegas (NV); On-site; USD 89,000 - 148,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Job summary

LPL Financial, a leading wealth management firm, seeks an Assistant Vice President, Trust Officer for The Private Trust Company. You will manage day-to-day client relationships, oversee trust administration, and support fiduciary and tax-related functions for designated clients and partnerships.

Responsibilities include coordinating with trustees, financial advisors, and CPAs, and guiding trust specialists. A strong background in fiduciary law and financial planning is preferred.

Qualifications

• Verbal and written communication skills for effective interactions with clients and financial advisors
• Detail-oriented, especially with trust administration, tax and investment requirements
• Experience with Microsoft Office and ability to adapt to trust, and tax accounting applications
• Organizational skills

Responsibilities

• Account Administration: Serve as the trust administrator for designated clients, including mentoring and coaching trust specialists to assist you in preparing summaries and recommendations for discretionary actions, communicating with trustees, beneficiaries and financial advisors, administering special assets, reviewing annual trust reviews and ensuring that fiduciary standards and practices are observed.
• Relationship Management and Client Service: Manage financial advisor and client relationships and provide client service and support for moderately complex to complex relationships. Identify client needs, address client concerns, resolve issues and respond to client inquiries while keeping relevant parties involved.
• Projects: Participate in special projects and initiatives and create effective working relationships with colleagues and peers within the Company and across the firm.

Skills

Verbal & written communication

Detail-oriented

Organizational skills

Microsoft Office

Education

Bachelor’s degree preferred

Advanced degree/certification preferred

Tools

Microsoft Office

Job description

LPL Financial, a leading wealth management firm, seeks an Assistant Vice President, Trust Officer for The Private Trust Company. You will manage day-to-day client relationships, oversee trust administration, and support fiduciary and tax-related functions for designated clients and partnerships.

Responsibilities include coordinating with trustees, financial advisors, and CPAs, and guiding trust specialists. A strong background in fiduciary law and financial planning is preferred.