Trust Officer

Company: Wealthgate Trust
Location: Las Vegas
Posted on: June 24, 2022

Job Description:

Wealthgate Trust is an innovative, fast growing and well-funded boutique trust company serving ultra-high net worth families. We seek dynamic, hardworking individuals who enjoy working in a collaborative team environment. The Trust Officer is a critical member of Wealthgate's team of professionals acting as a fiduciary to administer and manage all trust accounts. This role will be based in-person out of our Las Vegas, NV office. -If you want to be on the cutting edge of the rapidly changing trust and investment world, backed by the very best technology, ideas and people, this opportunity is for you.Job Responsibilities

• Work with the Wealthgate team to ensure proper administration of all trust accounts.
• Communicate effectively with clients regarding their trusts and estate plans. -
• Participate in the vetting and on-boarding of new clients, including initial review and analysis of governing instruments. -
• Create, review and approve discretionary distribution requests.
• Summarize client's estate planning documents into easy-to understand terms.
• Participate as a member of Wealthgate's Fiduciary Committee.
• Help develop and implement trust administration policies and procedures.
• Work with Wealthgate's Wealth Strategist and Relationship Managers to develop new business opportunities.
• Provide excellent client service with responsiveness, professionalism and tact.Qualifications
  • Bachelor's degree or higher; JD, MBA, CFP or CTFA highly preferred. -
  • At least 5 years' experience in personal trust administration.
  • Ability to understand and analyze complex trust structures as well as income, estate and gift taxes.
  • Demonstrated flexibility and adaptability to pairing trust solutions with a client's goals since we aim for bespoke solutions, not cookie cutter ones.
  • Self-motivated individual who is able to pair and contribute to a strong team within a start-up environment. -
  • Excellent verbal and written communication skills.
  • Must be discreet and reliable, able to handle and protect highly confidential financial and personal information, internally and externally.
  • Good attention to detail with the ability to perform multiple tasks in a fast-paced entrepreneurial environment.CompensationAn excellent compensation package will be designed to attract an outstanding individual. Qualified individuals outside the Las Vegas, NV area who would be willing to relocate may also be eligible for a stipend to do so. - -

Keywords: Wealthgate Trust, Las Vegas , Trust Officer, Other , Las Vegas, Nevada