LAUREL TRUST COMPANY

FIRM OVERVIEW:

Laurel Trust Company (LTC) is located in Reno, Nevada and serves as a corporate trustee for ultra-high net-worth families. We offer an experience focusing on complex assets and sophisticated trust planning. LTC is an affiliate of Hall Capital Partners, which has a 20+ year record of building and managing global investment portfolios in excess of $40BN. We are looking to add team members that value teamwork, collaboration, and intellectual curiosity….just like us! LTC supports professional development and offers a generous benefits package and fun team events.

Laurel Trust is committed to attracting, retaining, engaging, and developing a pool of talent that is diverse along many dimensions. We seek to leverage these diverse experiences, backgrounds, and viewpoints to best serve the needs of our clients.

POSITION TITLE: TRUST ASSOCIATE

A successful person in this role will partner with the LTC team in many aspects of the day-to-day business. LTC offers an environment with constantly evolving priorities and developing responsibilities. The successful candidate will find such an environment exciting and engaging. A necessary skill of the person in this role is sharp focus and great attention to detail to comply with all policies, procedures, and accounting practices, along with the ability to adapt to a dynamic environment. The successful individual will have the ability to work well within a small office where no job is too big or small and will greet every hurdle as a positive opportunity to learn. This role reports directly to the President.

RESPONSIBILITIES OVERVIEW:

Partner with Trust Officers on trust administration, including effectively managing multiple responsibilities with good judgment, preparing correspondence, and follow up.
Batch transactions for completion and accuracy; annual account review preparation.
Process daily functions including, daily transactions and cash balances reviews, asset transfers, overdraft monitoring.
Coordinate tax-related payment information with the Trust Operations Department and ensure timely accurate tax payments for client accounts.
Coordinate investment transactions with the external investment advisors including but not limited to monitoring cash projections for all cash needs.
Prepare committee materials, including pre-acceptance and distribution forms.
Execute the opening and closing of accounts, including aggregation of required documentation.
Investment document preparation (e.g., subscription agreements).
Update the trust accounting system and account files to ensure accuracy of account information, tax reporting and statements.
Partner with the team to establish and implement critical operational processes.
Effectively manage multiple ongoing projects and successfully prioritize multiple tasks with good judgment and follow up with the President.
Welcome any other duties needed to help drive our vision of exceptional client service and abide by our organization’s values.

YOU ARE A GREAT FIT IF YOU:

Have a Bachelor’s degree and a minimum 3-years’ experience in a client services role.
Possess a strong working knowledge of trust administration and trust accounting.
Have excellent organization skills and a strong ability to balance multiple time-sensitive priorities while maintaining a high level of attention to detail.
Have a strong work ethic and thrive in a fast-paced, deadline-motivated environment.
Enjoy working in a diverse team environment where accountability, collaboration, and initiative are highly valued.
Are detail-oriented and possess excellent organizational skills.
Demonstrate discretion and respect for confidential matters.
Can handle diverse tasks.
Are flexible and willing to work extended hours as needed.
Operate with a positive, proactive, “no-job-is-too-small” attitude.
Are an intellectually curious, creative problem-solver who is not afraid to ask questions.
Can learn new technologies and have a high-level proficiency in MS Excel and Word.
Welcome feedback and are quick to act on it.
Have excellent verbal and written communication skills including the ability to interact with varied audiences.

Avoid the confidence gap: You do not have to match all the listed requirements exactly to apply. Laurel Trust believes that our organization and culture is made stronger through diverse perspectives and experiences.

PERSONAL ATTRIBUTES:

Accountable and values the importance of “getting it right”
Patient, respectful, and resilient.
Detail-oriented with consistent and strong follow–up skills.
Effective communicator, collaborative, and flexible.
Energetic, resourceful, and able to identify problems and create solutions.
Professional and acts with integrity.
Self-motivated, intellectually curious, and eager to learn.
Displays intellectual rigor.
Is conscientious and shows initiative, drive, and determination.
Uses good judgment.
A respectful and professional team member that maintains a positive attitude, consistent with the expectations for all employees.

OTHER REQUIREMENTS:

This position will require the individual to authorize a personal background check with the Nevada Financial Institutions Division.
This job requires the employee to sit for approximately 6-7 hours a day and use a keyboard and mouse for repetitive motion. There will be >15 lbs. to lift, push, or pull in this job.

PERKS & BENEFITS

Generous benefits package, including employer-paid medical, dental, and vision coverage options, 401(k) plan with employer match, and pre-tax benefits for health and dependent care.
Annually, 21 days of paid time off, 12 paid regular holidays, and 7 paid discretionary holidays.
$700 annual health and wellness reimbursement benefit.
Professional development funding, advanced degree tuition reimbursement, and self-directed training sessions.
Team social events, volunteer, and philanthropic opportunities.

APPLICATION AND INTERVIEW DETAILS:

Selected applicants should expect two or more phone interviews. Finalists may be invited to interview in person at the Reno, Nevada office.

Please provide your resume and cover letter and send it via email to careers@laureltrust.com.