Top Administrative Executive leads operations and plans all aspects of an organization's staff and service functions. Establishes the infrastructure and capacity to provide internal services to the organization. Being a Top Administrative Executive oversees multiple functions that typically include administrative/office, financial operations, facility maintenance/space planning, security, hospitality services, equipment and supply procurement, vendor management, and others. Develops the capital and operating budgets for each function. Additionally, Top Administrative Executive designs processes and policies that support efficient service delivery and meet the organization's changing needs. Sets overall performance goals and standards of service. Utilizes data analytics to measure activity and drive continuous improvement. Requires a bachelor's degree. Typically reports to chief executive officer (ceo) or chief operating officer (coo). The Top Administrative Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)
Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Company's Trust Administrative Officer in Reno, NV. AND Hiring company will also consider a higher-level Trust Officer with a J.D. credential at a higher salary/wage. Please apply to inquire further, for the level of your experience may be higher than the responsibilities and hiring criteria listed below.
If you have 2-5 years of Trust experience and you are located in other regions within the State of Nevada, let's talk. They will consider a fully remote candidate IF they reside in Nevada and have Trust Officer experience within Nevada.
JOB SUMMARY
Responsible for the administration of various types of trusts including revocable and irrevocable trusts, guardianships, special needs trusts, and charitable trusts. Responsible for the administration of agency relationships such as investment advisory and custody accounts.
The Trust Administrative Officer is responsible for developing relationships with clients and their families, providing excellent client service, administering accounts in accordance with the terms of the trust document, and building the relationship to ensure the client views the company and the Trust Administrative Officer as their trusted advisor.
Responsibilities include risk management, elevating concerns to leadership, adhering to policies and procedures, deepening relationships with the client’s external advisors, developing referral sources, and ensuring the next generation(s) in assigned relationships view the company and the Trust Administrative Officer as their advisor.
DUTIES & ESSENTIAL JOB FUNCTIONS
QUALIFICATIONS
REQUIRED
EDUCATION:
Bachelor's degree required; graduate degree (e.g. JD or MBA) or professional designation (CTFA, CFP, TEP, AEP) preferred
POSITION WORK LOCATION
Trust Administrative Officer roles are hybrid with an expectation that the Trust Officer is in the office 2-3 days per week. The remainder of the week is a remote work environment. Must be a Nevada resident and may require relocation.
PHYSICAL DEMANDS AND WORKING ENVIRONMENT:
The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions. Environment: Work is performed primarily in a standard office setting.