Senior Trust Officer — Private Trust Team Lead

LPL Employee Services; Las Vegas (NV); Presencial; USD 89.000 - 148.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401K matching

Health benefits

Employee stock options

Paid time off

Descripción de la vacante

LPL Financial Holdings Inc. in Las Vegas, NV seeks an Assistant Vice President, Trust Officer for The Private Trust Company to oversee day-to-day trust administration and deliver an excellent client experience for designated relationships.

You will manage fiduciary and account administration, coordinate with trustees, financial advisors, CPAs, and internal teams, while guiding trust specialists and ensuring compliance with fiduciary standards.

Formación

• Bachelor’s degree or higher; advanced degrees/certifications preferred.
• Five years’ experience in trust administration, preferably with a broker-dealer or traditional bank/trust.
• Knowledge of financial planning, philanthropic planning and fiduciary law.

Responsabilidades

• Serve as the trust administrator for designated clients, mentoring trust specialists and preparing summaries/recommendations for discretionary actions.
• Manage client relationships and provide service for moderately complex to complex relationships; communicate with clients, advisors, trustees, and professionals.
• Participate in special projects and initiatives; apply understanding of asset classes, risk, and fiduciary standards to client discussions.

Conocimientos

Client relationship management

Communication skills

Attention to detail

Microsoft Office proficiency

Educación

Bachelor's degree

Advanced degree/certification preferred

Herramientas

Microsoft Office

Trust accounting software

Tax accounting applications

Descripción del empleo

LPL Financial Holdings Inc. in Las Vegas, NV seeks an Assistant Vice President, Trust Officer for The Private Trust Company to oversee day-to-day trust administration and deliver an excellent client experience for designated relationships.

You will manage fiduciary and account administration, coordinate with trustees, financial advisors, CPAs, and internal teams, while guiding trust specialists and ensuring compliance with fiduciary standards.