Trust Officer

Blue Sky Trust; Reno (NV); Presencial; USD 90 000 - 130 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health and retirement benefits

Paid time off

Resumo da oferta

Blue Sky Trust in Reno, NV seeks an experienced Trust Officer to manage fiduciary relationships, exercise sound judgment within delegated authority, and deliver responsive service to clients and their advisors. The role requires disciplined execution, meticulous documentation, and coordination with committees, Client Operations, and external advisors. Reports to Mr.

Timothy M. Bartlett. Candidates should have 5+ years in trust administration; professional designations (CTFA, JD, CPA, CFP, TEP,

Qualificações

• Minimum 5+ years in trust administration or fiduciary services.
• Ability to interpret governing instruments and document decisions.
• Knowledge of BSA/AML, KYC, sanctions and recordkeeping relevant to trust admin.
• Strong organizational and communication skills; manage multiple priorities.

Responsabilidades

• Administer trust relationships and document fiduciary decisions per governing instruments and policy.
• Review trust documents for powers, beneficiaries, distribution standards, risks; onboard accounts.
• Analyze distributions, tax matters, and maintain accurate records and notices.
• Serve as relationship owner; coordinate with beneficiaries, advisors, custodians, and operations.
• Review and approve trust activity within delegated authority; ensure segregation of duties and proper approvals.
• Conduct due diligence and escalate unusual activity or gaps in documentation.

Conhecimentos

Trust administration

Fiduciary judgment

Discretion & communication

Formação académica

Bachelor's preferred; CTFA/JD/CPA/CFP/TEP/AEP a plus

Descrição da oferta de emprego

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 – Strong candidates bring different combinations of experience and may not meet every listed qualification. We value sound judgment, curiosity, and the ability to learn.

Position Summary

Blue Sky is seeking an experienced Trust Officer to manage assigned fiduciary relationships, exercise sound judgment within delegated authority, and provide responsive service to clients and their advisors. The role requires disciplined execution, discretion, careful documentation, and effective coordination with Blue Sky's committees, officers, Client Operations team, and outside advisors. The Trust Officer reports directly to Mr. Timothy M. Bartlett.

Key Responsibilities

• Administer assigned trust relationships and document fiduciary decisions in accordance with governing instruments, applicable law, Blue Sky policies, and authorized officer or committee direction.
• Review trust documents for fiduciary powers, parties, distribution standards, and risks; understand asset profiles, and their corresponding governing documents, and service requirements; lead account acceptance and onboarding within approved procedures.
• Analyze distributions, conflicts, unusual assets, tax-sensitive matters, and other elevated issues; obtain required guidance, complete periodic administrative reviews, and maintain accurate accountings, notices, tax information, approvals, and fiduciary decision records.
• Serve as relationship owner for assigned accounts, own client matters through resolution or documented handoff, and coordinate transactions and workflows with beneficiaries, advisors, custodians, Client Operations, and other parties.
• Review and approve trust activity within delegated authority, retain personal responsibility for Trust Officer decisions, and preserve segregation of duties, maker-checker controls, accurate records, and documented approvals. Trust Officer approval may not be exercised by the person who initiated the transaction.
• Complete assigned account-level due diligence, elevate unusual activity, sanctions concerns, conflicts, and documentation gaps, and manage the administration of assigned trusts under approved procedures.

Qualifications

• Generally 5+ years of trust administration or fiduciary-services experience, including direct responsibility for client relationships and fiduciary decisions. Equivalent combinations of experience and education will be considered.
• Demonstrated ability to interpret governing instruments, exercise fiduciary judgment, document decisions, manage complex onboarding, and operate within committee and approval frameworks.
• Working knowledge of BSA/AML, KYC, sanctions and recordkeeping requirements relevant to trust administration.
• Strong judgment, organization, communication, discretion and follow-through, with the ability to manage multiple priorities independently and collaborate effectively with a small professional team.
• Bachelor's degree preferred. CTFA, JD, CPA, CFP®, TEP, AEP or other relevant professional designation is a plus.

Preferred Experience

• Experience administering complex trusts for high-net-worth or ultra-high-net-worth clients, including sophisticated or complicated assets.
• Experience with foreign grantor trusts or other cross-border fiduciary relationships.
• Experience coordinating fiduciary tax matters with outside tax professionals.
• Experience mentoring colleagues or contributing to improvements in trust-administration processes and procedures.
• JD and LLM or Master in Taxation.

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 salary, employer-sponsored health and retirement benefits, paid time off and other benefits.

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.