Fiduciary Advisor, VP Reno, NV

ISC’s team of Financial Services Recruiters are partnering with a prominent Multi-Family Office & Trust Company on a Fiduciary Officer, VP role in Reno, NV.The Reno office is expanding and the team’s looking to add a Trust professional providing solutions for UHNW clients. The company provides a collaborative, high touch approach managing client relationships, and is well respected as a leader in the Multi-family office space.Fiduciary Advisor Requirements – Do you have the following?Bachelor’s degree required.JD or MBA is desired.CPA, CFTA, CFP, and/or CFA.8+ years of proven experience in Trust and Estate Planning engaging with UHNW clients.Proficient knowledge and understanding of legal documents surrounding trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers, and partnerships.Effective communication internally/externally.Experience with client administration, and wealth and portfolio management.Proven business development experience capable of building lasting relationships with key individuals.Defined leadership skills with experience guiding others on client engagement and assets management.Fiduciary Advisor Rewards – If you qualify for this opportunity the company offers the below:High visibility with opportunities to expand the role with continued professional development.A well-established organization with continued growth.Competitive compensation structure with excellent benefits.Rewarding and collaborative culture within a client focused, family-oriented firm.Fiduciary Advisor Responsibilities:Continued new business development partnering with professional networks, utilizing direct solicitation to increase clientele, and working closely with internal key contributors and senior management.Effectively lead a team in providing high-touch client services.Manage UHNW client relationships with extensive client contact and a working knowledge of trust and agency account administration, including fiduciary accounting, securities, finance, real estate, taxes, and estate planning.Collaborate internally on investments/portfolio management, planned giving/foundations, tax, insurance, and operations to ensure efficient management of client accounts.Oversee the process of opening accounts, drafting correspondences to clients, and transferring/distributing assets.Active contributor to internal committees on an ongoing basis as part of senior leadership.Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records.Partner with the investment team on scheduling clients’ investment performance reviews and monitoring trades.Referrals – Do you know someone who may be a fit?We gladly pay $500 for referrals that result in hire and keep all referrals confidential, unless you ask us to use your name. We’re looking for sharp up-and-coming Client Advisory professionals, and ideally candidates that are not looking – whose name comes to mind? Please contact

Jennifer

with referral contact information.

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