Reno, Nevada, United States · Hybrid
Job Summary Responsible for administering a variety of fiduciary accounts, including revocable and irrevocable trusts, guardianships, special needs trusts, charitable trusts, and agency accounts (investment advisory and …
Skills: Trust Administration, Fiduciary Principles, Estate Planning, Tax Planning, Relationship Management
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Administer a variety of fiduciary and agency accounts while serving as the primary relationship manager for clients and families. Collaborate with internal teams and external advisors to execute discretionary distributions and support comprehensive wealth planning.
Requires a bachelor's degree and a minimum of 4 years of personal trust administration experience. Proficiency in Microsoft Office and knowledge of fiduciary, tax, and estate planning concepts are essential.
Job Summary
Responsible for administering a variety of fiduciary accounts, including revocable and irrevocable trusts, guardianships, special needs trusts, charitable trusts, and agency accounts (investment advisory and custody).
Serves as the primary relationship manager, delivering high-quality client service, administering accounts in accordance with governing documents and applicable law, and developing client and advisor relationships to support retention and business growth.
Essential Duties and Responsibilities
Qualifications
Required Experience and Skills
Education
Bachelor’s degree required; advanced degree (JD, MBA) or professional designation (CTFA, CFP, TEP, AEP) preferred.
Work Location
Hybrid schedule with an expectation of three days per week in the office; remaining days may be remote, subject to business needs.
Physical Demands and Work Environment
Work is performed primarily in a standard office environment. The role requires the ability to sit or stand for extended periods, use a computer and standard office equipment, and communicate effectively.
Equal Employment Opportunity
The Company is an equal opportunity employer and is committed to providing equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, compensation, benefits, training, discipline, termination, and all other employment practices. The Company also provides reasonable accommodations to qualified individuals with disabilities and for sincerely held religious beliefs and practices, in accordance with applicable law
Building Alliances / Leaders in Corporate Trust and Transfer Agency Services
Alliance Trust Company is a Calgary success story and truly reflects the Prairie mindset of hard work and integrity. It's founder, Zinat H. Damji, started her first company, Corporate Shareholder Services Inc. as a young bold entrepreneur, with $100,000 in capital, backed by a mentor who was a previous client / friend, over a cup of coffee and a handshake. In a similar manner, $2.8 million was raised a few years later in a private placement from a small group of investors, to start Valiant Trust Company. This was eventually sold to Canadian Western Bank, who in turn sold it a few years later to Computershare Trust Company of Canada. The model of business that Zinat H. Damji created through Valiant Trust Company was so innovative that to this day, new entrants into the corporate trust business seem to use it as a blue-print. With a string of successful ventures behind her, Zinat H. Damji was once again able to raise approximately $3 million, in a matter of less than an hour, with a solid business plan and a handshake, to embark on the long journey to apply for a Government Trust Charter to start Alliance Trust Company. This history of a high level of integrity, professionalism and building strong relationships has enabled Alliance Trust Company to be successful. We continue to build mutually beneficial relationships and are very thankful for the strong support of our loyal long term clients and backers. This corporate philosophy permeates every aspect of our business and our staff are carefully picked to reflect these traits. Alliance Trust Company is incorporated under the Loan and Trust Corporations Act and maintains $2 million unencumbered capital as a Reserve Fund, as required under the Trust Charter. At Alliance Trust Company, you will always receive personalized attention and specialized knowledge. We offer flexibility and respond to your needs promptly. We tailor our fees and services to meet your needs.
Offices: 407 2 St SW, 1010, Calgary, Alberta T2P 2Y3, CA
Building Alliances / Leaders in Corporate Trust and Transfer Agency Services
Alliance Trust Company is a Calgary success story and truly reflects the Prairie mindset of hard work and integrity. It's founder, Zinat H. Damji, started her first company, Corporate Shareholder Services Inc. as a young bold entrepreneur, with $100,000 in capital, backed by a mentor who was a previous client / friend, over a cup of coffee and a handshake. In a similar manner, $2.8 million was raised a few years later in a private placement from a small group of investors, to start Valiant Trust Company. This was eventually sold to Canadian Western Bank, who in turn sold it a few years later to Computershare Trust Company of Canada. The model of business that Zinat H. Damji created through Valiant Trust Company was so innovative that to this day, new entrants into the corporate trust business seem to use it as a blue-print. With a string of successful ventures behind her, Zinat H. Damji was once again able to raise approximately $3 million, in a matter of less than an hour, with a solid business plan and a handshake, to embark on the long journey to apply for a Government Trust Charter to start Alliance Trust Company. This history of a high level of integrity, professionalism and building strong relationships has enabled Alliance Trust Company to be successful. We continue to build mutually beneficial relationships and are very thankful for the strong support of our loyal long term clients and backers. This corporate philosophy permeates every aspect of our business and our staff are carefully picked to reflect these traits. Alliance Trust Company is incorporated under the Loan and Trust Corporations Act and maintains $2 million unencumbered capital as a Reserve Fund, as required under the Trust Charter. At Alliance Trust Company, you will always receive personalized attention and specialized knowledge. We offer flexibility and respond to your needs promptly. We tailor our fees and services to meet your needs.
Offices: 407 2 St SW, 1010, Calgary, Alberta T2P 2Y3, CA
