Vacancy caducado!
Description Katie Weigel with Robert Half Finance and Accounting, direct hire recruitment of accounting and finance professionals is recruiting to fill a Trust Administrator role with a growing private wealth services company in Reno. Duties: Maintain a working knowledge of 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.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.The company offers a great opportunity to learn the trust administration function, a highly sought after skill set and great opportunities for progression. Competitive benefits, etc. Requirements Fiduciary, Accounts Payable (AP), Accounts Payable (AP), Microsoft Excel Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .
Vacancy caducado!