TWM Executive Search ยท 4 days ago
Trust Officer
LV Metro Area
Full-time
Onsite
Mid, Senior Level
2+ years expNational Trust Company is expanding its Las Vegas office and is seeking to hire professionals for the role of Trust Officer. The position involves administering and reviewing complex trusts for high-net-worth clients and serving as the main point of contact for those clients, with a focus on true trust administration.
Staffing & Recruiting
Hiring Manager
Gary Teigman
Responsibilities
Administer and review complex trusts for HNW/UHNW clients (25-50mm+ level clientele)
Own the client relationship, serving as the main point of contact for HNW/UHNW clients and collaborating with their external advisors
Support Senior Trust Advisor in servicing HNW/UHNW clients (25-50mm+ level clientele)
Ensure administration and management of trust accounts
True trust administration, no money management; No sales
Opportunity to be mentored to take over an existing book of business
Qualification
Required
7-15+ years of experience for Senior Trust Advisor
Administer and review complex trusts for HNW/UHNW clients (25-50mm+ level clientele)
Own the client relationship, serving as the main point of contact for HNW/UHNW clients and collaborating with their external advisors
True trust administration, no money management, no sales
2-6 years of experience for Trust Advisor
Support Senior Trust Advisor in servicing HNW/UHNW clients (25-50mm+ level clientele)
Ensure administration and management of trust accounts
True trust administration, no money management; No sales
Opportunity to be mentored to take over an existing book of business
Benefits
Relocation Assistance Available
Company
TWM Executive Search
Boutique Executive Search Firm specializing exclusively in the Wealth Management industry.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase