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 Analyst I

A successful person in this role will partner with the LTC team in many aspects of the day-to-day business. LTC is an environment with constantly evolving responsibilities and priorities, and a successful candidate will find such an environment exciting and engaging. A necessary aspect of a person in this role is great attention to detail to comply with all policies, procedures, and accounting practices, along with the ability to adapt to a changing 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 Vice President, Trust Operations.

 

RESPONSIBILITIES OVERVIEW:

•        Provide support for trust operations, trust administration, and other general office duties

•        Support team in processing client trust transactions, completing forms, and preparing reports

•        Primarily responsible for filing office correspondence and other documents

•        Effectively manage multiple on-going projects and successfully prioritize multiple tasks with good judgment and follow up with the LTC team

•        Adhere to all compliance procedures

•        Provide administrative support for the LTC team and other duties as assigned

•        Welcoming 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 with an accounting or finance degree, or equivalent experience in client financial services with a focus on trust accounting

•        Are highly proficient in Microsoft Office, including Outlook, Word, PowerPoint, and Excel.

•        Enjoy working in a diverse team environment where accountability, collaboration, and initiative are highly valued.

•        Enjoy providing excellent customer service, both internally and externally.

•        Possess excellent organization skills and a strong ability to balance time-sensitive priorities while maintaining a high level of attention to detail.

•        Demonstrate strong verbal and written communication skills.

•        Are able to handle pressure and thrive in a fast-paced, deadline-motivated environment.

•        Prioritize operating ethically and professionally, demonstrate a strong sense of integrity, and consistently exercise good judgement.

•        Are flexible and willing to work overtime if needed.

•        Welcome feedback and are quick to act on it.

•        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.

•        Are quick to learn new technologies.

•        Strong work ethic.

 

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”

•        Consistent and strong follow–up skills

•        Effective communicator

•        Solutions oriented

•        Eager to learn

•        Acts with integrity

•        Displays intellectual rigor

•        Is conscientious and shows initiative, drive, and determination

•        Has good judgment

•        Patient

•        Resilient

•        Respectful

•        Acts as a team member and 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 health coverage options, 401(k) plan with employer match, and pre-tax benefits for health and dependent care.

 

•          21 days of Paid Time Off annually.

 

•          Annual wellness benefit.

 

•          Professional development funding and training sessions.

 

•          Social events plus volunteer and philanthropic opportunities.

 

 

 

APPLICATION AND INTERVIEW DETAILS:

 

Selected applicants should expect two video conference interviews. Finalists will be invited to interview by video conference.

 

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