PRIVATE CLIENT SERVICES ADMINISTRATOR
Location: Las Vegas
Posted on: February 25, 2021
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Job Description:
One of the nation?s largest privately-held real estate
developers, is actively seeking a senior-level candidate for the
position of Private Client Services Administrator. This position
will join and work cohesively with the Lewis team of in-house and
outside attorneys and tax professionals to provide a comprehensive
range of support in the Office and Private Trust Company.
The Office and Private Trust Company provide the following types of
services to members of the Client Family, which are its private
clients. Depending on the qualifications of the person hired for
this position, this individual may become involved with some or all
of these services.
Family Office:
? Accounting services
? Tax services
? Legal support services
? Wealth management
? Management of household employees and related payroll
services
? Various insurance services relating to liability, health and
property insurance
? Bill paying and personal bookkeeping
? Overseeing maintenance for family member homes
? Arranging and managing financing of personal assets
Private Trust Company:
? Review and understand complex documents, e.g., trusts, wills,
etc.
? Coordinating periodic income and principal distributions from
trusts and the transfer of assets into trusts
? Assisting with routine trust accounting
? Maintaining financial records of trusts
? Implementing trust provisions and distributing trust assets
? Interacting with senior management, company peers, outside
consultants, banks and law firms
Qualifications:
The successful candidate for this position will be a highly
competent individual with strong organizational skills and great
attention to detail; highly motivated, loyal, trustworthy, and
discrete. This position requires a great deal of reading and
understanding of complex documents. The individual must work well
on their own with limited supervision and must be able to change
directions and manage a multitude of tasks, some of which, in all
probability, may be totally new and different. At times the
position is highly clerical ? i. e. taking notes, doing minutes of
meetings, etc.
Must be able to work with a variety of personalities when dealing
with various family members.
? Experience as a Paralegal or other professional capacity managing
trusts, estates and/or assets for high net-worth individuals and
their families is desirable
? BA/BS from accredited university is desirable but not
required
? Previous experience in Accounting is also desirable but not
required
? Must possess strong verbal and written communication skills, and
excellent mathematical skills
? Proficient knowledge with Microsoft Windows environment and
working knowledge of Excel spreadsheets and scheduling
? Some travel may be required - generally within Nevada and/or
California
This is an excellent opportunity to join a nationally-awarded and
recognized, growing company with a strong history, a broad future,
and excellent corporate culture.
In addition to a competitive annual salary and bonus, Lewis offers
a strong medical and dental benefits plan, 401k savings plan with
company match, paid holidays, vacation time, educational
reimbursement, continued training, and much more!
We are an equal employment opportunity employer and will consider
all qualified candidates without regard to disability or protected
veteran status.
Keywords: , Las Vegas , PRIVATE CLIENT SERVICES ADMINISTRATOR, Executive , Las Vegas, Nevada
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