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
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