Senior Trust Officer
Robert Half Finance & Accounting
Description Katie Weigel with Robert Half Finance and Accounting is recruiting to fill a Senior Trust Office position with a Trust Company located in Reno. This is a unique role with a boutique trust company. The trust company does no investment management, and is not tied to any investment manager, but does serve as a client services resource to their clients in the way of investment oversight, client advising on personal business matters such as large purchases, real estate transactions, etc. Primary Job Duties and Responsibilities
· Serve as Senior 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 review and interpretation of trust documents to identity any potential issues, marshalling of assets and preparation of internal account set-up forms.
· Apply principals of the Probate Code 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.
·Actively mentor and train trust administration staff, with management duties as assigned.
Educational and Other Requirements
· Bachelor’s degree (Emphasis in Trust Administration, Business, Finance, Accounting, or Law is preferable).
Additional certification (i.e. JD /MBA/CTFA/CFP/CPA)is strongly preferred.
· 8+ years of trust administration or financial services planning experience with a focus on exemplary customer service for high net-worth clients.
· Demonstrated experience with sophisticated trust and asset structures and providing thoughtful client solutions.
The company offers a strong benefits package, 2-3 days per week in office in Reno is the current structure, and there is excellent opportunity for growth into a further leadership role. 4 Weeks of PTO, bonus potential, and strong medical coverage are offered! Interested in learning more? Please apply today! Requirements • Bachelor’s degree in Trust Administration, Business, Finance, Accounting, or Law; advanced certifications such as JD or CPA preferred.
• Minimum of 8 years of experience in trust administration or financial planning, with proven success in serving high-net-worth clients.
• Extensive knowledge of sophisticated trust and asset structures and the ability to provide tailored solutions.
• Proficiency in Microsoft Excel and other Microsoft Office applications.
• Strong expertise in auditing, cash activity management, and financial documentation.
• Familiarity with Probate Code and estate administration processes.
• Exceptional interpersonal and communication skills for client and detail-oriented interactions.
• Demonstrated ability to analyze financial statements and oversee trust-related financial operations.
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.
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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.
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