Senior Trust Officer

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: Senior Trust Officer, Principal

This role reports directly to the President and will partner with the President as a senior leader in the office and in client relationships.

A successful person in this role will approach the daily work with the mindset as if individually serving as the Trustee, while maintaining focus on the governance and compliance requirements of a Corporate Trustee. This will require demonstrating their technical strengths, contributing to the Laurel Trust team in the day-to-day client administration, and helping scale the organization through its anticipated growth without losing sight of its commitment to clients and employees. There is no requirement or expectation for business development. The role requires great attention to the details to comply with all policies, procedures, and trust accounting practices. Laurel Trust is looking for a highly organized, energetic professional that aligns with our strong internal customer service culture. This is an excellent opportunity to continue building a career as part of an organization whose values of RESULTS, INTENSITY, TRANSPARENCY, AND CREATIVITY speak to the culture of our organization.

RESPONSIBILITIES OVERVIEW:

Work directly with the President to support him in fiduciary decisions and client relationship responsibilities.
The accountable person for specific client accounts and relationships.
Deploy your fiduciary and tax expertise to perform the daily administration of trust accounts in adherence with trust instruments, governing documents of related entities, governing law, and the firm’s policies and procedures.
Coach and develop members of the trust administration team and participate in team member performance evaluations; maintain strong employee relationships, manage performance, set goals, and provide continual training.
Review and approve annual account administrative reviews.
Prepare and review meeting materials for the Trust, Investment and Distribution Committees.
Effectively manage multiple on-going projects and successfully prioritize multiple tasks with good judgment and follow up with the President.
Effectively communicate and coordinate with external client advisors, including investment advisers, accountants, attorneys, and family offices.
Adhere to all compliance procedures and reinforce a strong compliance culture with the team.
Remain current and up-to-date on legislative and industry issues; serve as an in-house mentor and resource.
Actively suggest improvements to procedures, policies, and operational matters.
Serve as an internal leader and play a key role in helping to steward LTC’s commitment to diversity, equity, inclusion, and accountability; and generate trust with all staff members.
Assist with special initiatives and other duties as needed or desired to maintain a highly professional and collegial workplace culture.

REQUIRED QUALIFICATIONS:

Nevada resident or willing to relocate upon hire.
10+ years of trust administration or planning experience with a focus on world–class service for high net-worth clients ($25MM+ level clientele). Experience within an accounting or law firm, family office, or high-touch trust company is a plus.
College graduate with additional certification/credential required (i.e., JD/LLM/MBA/CTFA/CFP).
Technically strong with demonstrated experience with sophisticated trust and asset structures.
Demonstrated experience managing clients and providing thoughtful client solutions.
Highly motivated self-starter with the ability to work independently.
Motivated to work extended hours in furtherance of delivering an exceptional client experience.
Of the highest integrity with client first mentality.
Flexible and receptive to contribute in a variety of ways that often arise in a small or start-up office environment that may not correlate to the candidate’s technical skill set.
Aptitude for utilizing technology to drive efficiency and effectiveness.
Discretion and respect for confidential matters.
Detail-oriented with excellent verbal and written communication skills including the ability to interact with varied audiences.
Skilled at navigating challenging client matters and giving employee feedback honestly, directly and constructively.
Passion and commitment to excellence, collaborative, and engaged in the corporate culture.

PREFERRED QUALIFICATIONS:

Experience with ultra-high net worth multi-generational $100MM+ families with complicated assets and sophisticated trust/tax structures.
Juris Doctorate or advanced degree.
Degree in Accounting, Finance, or Economics.
Tax planning or return preparation experience.
Managerial or team leadership experience.

PERSONAL ATTRIBUTES:

· Consummate professional.

· Accountable and values the importance of “getting it right.”

· Consistent and strong follow–up skills.

· Effective communicator.

· Intellectually curious.

· Self-motivated and eager to learn.

· Is conscientious and shows initiative, drive, and determination.

· Solutions oriented.

· Detail oriented.

· Able to problem solve.

· Acts with integrity.

· Energetic, creative, and positive.

· Collaborative and flexible.

· Uses good judgment.

· Respectful, resilient, and patient.

· 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.

APPLICATION AND INTERVIEW DETAILS:

Selected applicants should expect two video conference interviews. Finalists will be invited to a final interview in person at the Reno, Nevada office. Please provide your resume and cover letter and send it via email to Careers@LaurelTrust.com.