Job Description
Katie Weigel with Robert Half Finance and Accounting is recruiting to fill an Associate Trust Officer role for a private trust company in Northern Nevada. The Associate Trust Officer will be responsible for assisting Trust Officers/Advisors with managing a variety of trust accounts, ensuring compliance and providing great internal customer service. The role includes record-keeping, transaction processing, proactive problem solving, and collaborating with other departments and Trust Ops. The person in this role should have a strong understanding of trusts, exceptional communication, analytical and organizational skills, and very strong technology skills.
Other specific responsibilities include:
•Analyze, review, and process a large volume of disbursement transactions with key emphasis on client service, dates and deadlines for transactions such as general expenses, payroll, foreign exchange, asset purchases, etc.
•Ensure and verify that all single, adhoc and complex project transactions are processed in alignment with business policies, procedures, and official trust/client documentation and protocols.
•Prepare weekly, monthly, or annual transaction expense reports and analysis for clients and/or outside trustees.
•Coordinate with Trust Officers to quantify disbursement requirements such as tracking and monitoring of capital improvement spend against approved budgets.
•Establish new vendors and client accounts as directed.
•Ensure client accounts have sufficient cash balances to fund anticipated disbursement.
The company offers a very robust compensation and benefits package. This is the kind of company where people spend their entire careers. Please apply today to find out more!
• Bachelor’s degree in Accounting, Finance, or a related field preferred.
• At least 5 years of experience in accounting or transactional processing roles.
• Proficiency with accounting software systems, including transactional accounting software.
• Strong knowledge of trusts, LLCs, partnerships, and estate administration principles.
• Familiarity with legal regulations governing trust and entity management.
• Advanced skills in Microsoft Excel and other Office applications.
• Excellent organizational, analytical, and communication abilities.
• Experience with accounts payable, accounts receivable, and bank reconciliations.
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