Trust Administrator jobs in Nevada
Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)
Recently Added Trust Administrator jobs
Personal Trust Administrator
- D.A. Davidson Companies
-
Sparks, NV
FULL_TIME
-
Job Description:
D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented individual to join the D.A. Davidson Trust team in the important role of Personal Trust Administrator. You’ll work closely with Trust Officers to deliver an exceptional client experience by diligently administering and managing trust accounts.
Experience and Skills:Qualifications:
- 2 years of prior trust administration or related wealth management experience preferred.
- College degree or equivalent experience (preferably within trust administration) preferred.
- Previous experience in the financial service industry or working knowledge of trust administration and fiduciary services is required.
- Paralegal certification or past employment in the capacity of a paralegal a plus.
- Basic understanding of fiduciary tax issues surrounding trust accounts.
- Proficient computer skills, especially Microsoft Office applications and other proprietary systems.
- Proven ability to follow policies and procedures and exercise good judgment and discretion when working with confidential client information.
- Detail oriented with strong organizational and problem-solving skills.
- Excellent communication skills with the ability to work with various professionals such as Financial Advisors, attorneys, and CPA’s.
Duties:
- Maintain a working knowledge of Davidson Trust Company policies and procedures.
- Open new accounts through established account opening process. Verify that all assets have transferred and are set up properly within 30 days of asset transfer.
- Coordinate with the Trust Officer the necessary actions to be taken to close an account in an accurate and timely manner.
- Process correspondence, reports, proposals as requested by the Trust Officer.
- Assist in the administration of accounts at the direction of the Trust Officer.
- Assist in preparing administrative reviews and requests for discretionary payments as requested by the Trust Officer.
- Complete basic information on annual reviews and coordinate with the Trust Officer.
- Process client remittances and bill payments and ensuring they are per the terms of the trust document and include proper authorization.
- Maintain a thorough knowledge and understanding of trust accounting principles.
- Research and respond to client requests as necessary.
- Review and maintain daily reports and other periodic forms. Monitor and assist in covering overdrafts. Resolve and follow through to completion.
- Perform various administrative functions including file creation and maintenance, managing incoming and outgoing mail/shipments, and maintaining closed files, custody records for additions and withdrawals to the legal vault and account file destruction schedule and records.
- Perform other duties and responsibilities as assigned.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
- Medical, Dental and Vision
- Company 401(k)and ESOP contribution
- Paid holidays Generous sick, vacation, and maternity/parental leave
- Pet Insurance
- Professional Development Opportunities
- Tuition Reimbursement ($15,000 lifetime cap)
- Discounted personal insurance including home, auto and recreational vehicles
- Charitable gift-matching program
- Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.
D.A. Davidson has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
From: D.A. Davidson Companies - 3 Days Ago
Trust Administrator I
- Advisor Group
-
Las Vegas, NV
FULL_TIME
- Current Employees and Contractors Apply HereAdvisor Group CareersBe a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday...
- 1 Day Ago
Trust Administrator II
- Osaic
-
Las Vegas, NV
FULL_TIME
- Current Employees and Contractors Apply HereOsaic CareersTrust Administration Opportunity in Financial Services Trust Administrator II, Premier TrustLocation: 4465 South Jones Boulevard, Las Vegas, NV...
- 24 Days Ago
Trust Tax Officer
- Peak Trust Company
-
Las Vegas, NV
FULL_TIME
- Trust Tax ManagerLocation: Las Vegas, NevadaReports to: Trust Tax ManagerEmployment Type: Full-time, in officeOverview:Peak Trust Company is seeking a skilled and experienced Trust Tax Manager to over...
- 25 Days Ago
Trust Administration Assistant - Reno
- San Pasqual Fiduciary Trust Company
-
Reno, NV
FULL_TIME
- No phone calls or recruiters, please. We will contact you if you are a potential match for the position.Trust Administration Assistant - RenoSan Pasqual Fiduciary Trust Company is a California and Nev...
- 4 Days Ago
Trust Officer - Reno
- San Pasqual Fiduciary Trust Company
-
Reno, NV
FULL_TIME
- No Recruiters or phone calls, please. We will contact you if you are a potential match for the position.Trust OfficerSan Pasqual Fiduciary Trust Company is the only California and Nevada-based trust c...
- 6 Days Ago
Trust Administrator jobs at Popular Companies
Trust Administrator
- The Forge Companies
-
Mooresville, NC
- Job Summary Are you somebody who learns new processes and structures quickly, but enjoys every day being a little differ...
- 6/11/2024 12:00:00 AM
Trust Administrator
- Russell Tobin
-
San Diego, CA
- Pride Global/Russell Tobin is currently seeking Trust Administrator to support our client. This is an excellent opportun...
- 6/10/2024 12:00:00 AM
Trust Administrator
- Bowditch & Dewey, LLP
-
Worcester, MA
- Job Description Job Description Company Overview: Join Bowditch & Dewey as a Trust Administrator in Estate, Financial & ...
- 6/10/2024 12:00:00 AM
Director of Trust Administration
- Old Second National Bank
-
Lombard, IL
- Who We Are At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individu...
- 6/9/2024 12:00:00 AM
Trust Administrator
- Sierra Executive Solutions Inc
-
Las Vegas, NV
- Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Administrative Officer in Las V...
- 6/8/2024 12:00:00 AM
Trust Administrator
- Midland States Bank
-
Tarrytown, NY
- Trust Administrator Salary Range: $62,800 - $83,700 annually At Midland States Bank, base salary is one component of our...
- 6/7/2024 12:00:00 AM
Trust Administrator
- Midland States Bank
-
Chicago, IL
- Trust Administrator Salary Range: $62,800 - $83,700 annually At Midland States Bank, base salary is one component of our...
- 6/7/2024 12:00:00 AM
Director Institutional Trust Administration
- First Citizens Bank
-
Raleigh, NC
- Overview: This position has direct ownership of Institutional infrastructure and processes, and is responsible for ensur...
- 4/10/2024 12:00:00 AM
About Nevada
Nevada is almost entirely within the Basin and Range Province, and is broken up by many north-south mountain ranges. Most of these ranges have endorheic valleys between them, which belies the image portrayed by the term Great Basin.
Much of the northern part of the state is within the Great Basin, a mild desert that experiences hot temperatures in the summer and cold temperatures in the winter. Occasionally, moisture from the Arizona Monsoon will cause summer thunderstorms; Pacific storms may blanket the area with snow. The state's highest recorded temperature was 125 °F (52 °C) in Laughlin (e...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$62,494 to $79,853
Most Popular Cities in Nevada for Trust Administrator Jobs
What does a Trust Administrator do?
Trust Administrator in Nashville, TN
If you have any questions, you should call the estate attorney who set up the trust for them.
December 03, 2019
Trust Administrator in Cleveland, OH
Becoming the family trust administrator is a big responsibility during a stressful time.
December 25, 2019
Trust Administrator in Shreveport, LA
Is contingent as of the time of allowance or disallowance." The Trust Administrator's disallowance theory is based upon the manner in which CNA calculates the total premium owed under its retrospective rating formula.
December 29, 2019