Job Details

San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly impartial fiduciary service. We devote our skills, expertise, and resources to trust administration and management. We are a small but growing firm located in Downtown Los Angeles, California and Reno, Nevada. The company fosters a client-first culture and collaboration, accountability, and long-term career satisfaction are the company's key values.

We are seeking someone to join our Trust Professionals Team in Reno, Nevada, working as part of a Nevada-licensed trust company. This is a position working with private trusts, including components of banking, trust and estate law, and asset management.

Please note that this position has a HYBRID office/remote schedule.

Successful candidates for this role will demonstrate their technical strengths and contribute to our day-to-day client operations, without any requirement for business development or sales. The role requires great attention to detail to comply with all policies, procedures, and trust accounting practices.

Prior knowledge of trust administration is required. In addition, a professional demeanor with interpersonal communication skills and the ability to maintain strict confidentiality is a must. You would work as part of a team with the administration of various trust accounts.

Our Ideal Candidate is:

• Someone with an entrepreneurial mindset, wanting to be directly involved in the day-to-day administration for our clients and embraces the phrase “other duties as required”.
• Naturally curious, a self-starter interested in learning and welcomes constructive feedback.
• An organized, detail-oriented, hands-on team player who enjoys a challenge.
• Has a problem-solving mentality, can think on their feet and change course quickly and calmly.
• A good communicator, willing and able to take the initiative to pick up the phone to speak with clients or advisors in order to resolve concerns or issues.

Primary Job Duties and Responsibilities

• Serve as Trust Officer on a variety of trusts to ensure each trust is administered in accordance with applicable laws, regulations, and the terms of the governing instrument.
• On-board new trusts including the review and interpretation of trust documents to identify any potential issues, marshalling of assets and preparation of internal account set-up forms.
• Apply principles of the California Probate Code and the Nevada Revised Statutes applicable to trust administration and understand the tax implications of the various kinds of trusts.
• Effectively establish and manage client relationships through interaction with grantors and beneficiaries.
• Determine beneficiary distribution amounts and frequency and present any discretionary distributions for Trust Committee approval.
• Perform annual reviews of assigned trusts and evaluate the performance of investment advisors assigned to the trusts.
• Establish and maintain relationships with attorneys, CPA's and other professional advisors to assure clients receive quality service and to enhance business development opportunities.
• Mentor and assist with training of other trust administration staff.
• Assist with tax return process, including gathering tax documentation, coordinating return preparation, and reviewing return information.
• Special projects and additional duties as assigned.

Educational and Other Requirements

• Bachelor's degree (Emphasis in Trust Administration, Business, Finance, Accounting, or Law preferred).
• Additional certification (i.e. JD/MBA/CTFA/CFP/CPA) strongly preferred.
• 3-5 years of trust administration or planning experience with a focus on exemplary customer service for high net-worth clients ($5MM+ level clientele).
• Experience with ultra-high net worth multi-generational $50MM+ families with complicated assets and sophisticated trust structures strongly preferred.
• Demonstrated experience with sophisticated trust and asset structures, and providing thoughtful client solutions.
• Proficient in Microsoft Office (Outlook, Word, Excel).
• Aptitude to understand and perform basis mathematical calculations such unitrust calculations, and other percentage-based calculations.
• Familiar with Adobe Acrobat.
• Ability to pass background check.

Desired Skills

• Strong analytical and problem-solving skills.
• Excellent organizational skills and superior time management and the ability to manage and prioritize multiple projects and competing deadlines.
• Capacity to understand complex legal documents (trusts, wills, court rulings).
• Exceptional attention to detail in all facets of the job and the ability to exercise independent judgment.
• Ability to learn new processes and skills and desire to grow with the company.
• Ability to ask for and receive/take feedback on work and apply changes as necessary.
• Team/people oriented.
• Flexible and receptive to contribute in a variety of ways that often arise in a small office environment that may not correlate to the candidate's technical skill set, and actively suggest improvements to procedures and policies.
• High integrity with diligent work ethic.
• Preference for previous experience with ClientPoint, TrustDesk and/or OneSource a plus.

Eligible for a raise and/or annual performance bonus. Employee benefits include paid time off, paid holidays, paid volunteer time and medical, dental, vision, and retirement plans.

PLEASE NOTE that we are ONLY looking for local candidates. This position is NOT 100% remote and we do not pay for relocation services.