Trust & Estate Services Specialist

Capital Group; Reno (NV); On-site; USD 80,000 - 128,000; Full time

Benefits offered by this job

Generous time-off

Health benefits

Matching gifts program

Professional development resources

Job summary

Capital Group in Reno is seeking a Relationship Specialist to support the Trust Relationship team, coordinating client management, cash management, distributions and investment actions. You will collaborate with internal and external teams to onboard new accounts and ensure accurate trust administration.

The role emphasizes proactive client service, regulatory compliance, and seamless coordination across departments, with a focus on delivering trust and fiduciary excellence.

Qualifications

• Builds rapport with clients and intermediaries to maintain a positive working relationship.
• Coordinates onboarding of new account relationships and information collection.
• Oversees trust distributions and fiduciary responsibilities with attention to regulatory requirements.

Responsibilities

• Pro-active and seamless member of the Trust Relationship team helping to anticipate, execute and coordinate the PWA team business.
• Builds rapport with clients and intermediaries to maintain a positive working relationship in order to leverage PWA team.
• Supports PWA business plan and may identify opportunities for expanding relationships.
• Communicates with clients and advisors on various account and/or transactional processes and oversees client communication materials.
• Coordinates post-death trust administration and ensures compliance with trust and estate regulatory requirements.

Skills

Relationship management

Client communication

Attention to detail

Interpersonal skills

Tools

CRM systems

Job description

Capital Group in Reno is seeking a Relationship Specialist to support the Trust Relationship team, coordinating client management, cash management, distributions and investment actions. You will collaborate with internal and external teams to onboard new accounts and ensure accurate trust administration.

The role emphasizes proactive client service, regulatory compliance, and seamless coordination across departments, with a focus on delivering trust and fiduciary excellence.