Senior Trust Officer

🕒 Julho 21

🎰 Nevada – Remoto

🎰 Nevada – Remote

⏰ Tempo Integral

🟠 Sênior

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Lido Advisors, LLC

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 1999

💼 Consultoria

🛡️ Seguros

💸 Finanças

Consulting • Insurance • Finance

Lido Advisors, LLC é uma firma de gestão de patrimônio que oferece uma experiência sofisticada e personalizada de family office aos clientes, com foco em proteger, crescer e preservar suas riquezas. Estabelecida em 1999, a Lido administra mais de 20 bilhões de dólares em ativos e fornece planejamento financeiro avançado, gestão de investimentos e serviços de planejamento estratégico tributário e patrimonial, principalmente para indivíduos de alto patrimônio, empreendedores, instituições de caridade e personalidades da mídia. Embora não ofereçam consultoria jurídica ou fiscal direta, trabalham em estreita colaboração com profissionais afiliados para oferecer soluções financeiras abrangentes. A proposta de valor única da Lido está no seu modelo acessível de family office e sua dedicação ao serviço personalizado ao cliente. Com 33 escritórios nos Estados Unidos, a Lido Advisors é uma das empresas de gestão de patrimônio privado de mais rápido crescimento no país.

Descrição

• Administer trusts in accordance with applicable laws, regulations, fiduciary standards, and the terms of each governing instrument. • Position the Nevada trust business for continued growth by supporting business development, enhancing market presence, and expanding client relationships. • Oversee the day-to-day administration of client relationships, including various trust, agency, and IRA accounts. • Implement and maintain internal policies, procedures, and programs that support effective trust administration. • Ensure compliance with fiduciary, legal, ERISA, IRS, and other applicable regulatory requirements. • Represent the organization through active participation in relevant professional, industry, and community organizations and activities. • Develop and enhance organizational capabilities that strengthen service delivery, operational effectiveness, and client outcomes. • Oversee the review and analysis of complex estate planning documents, including the preparation of follow-up summaries for trustors and beneficiaries. • Apply the provisions of the Nevada Probate Code governing trust administration and assess the tax implications of various trust structures. • Meet with clients, advisors, and prospective clients regarding estate planning, tax matters, and financial considerations, and serve as the trust officer for designated client relationships.

🎯 Requisitos

• Bachelor's degree required; master's degree, Juris Doctor (J.D.), or equivalent advanced degree preferred. • Minimum of 8 years of trust administration experience, including management experience. • Certified Trust and Fiduciary Advisor (CTFA) designation preferred. • Strong knowledge of living trusts, testamentary trusts, charitable remainder trusts, estate administration, and IRA accounts. • Experience managing trust-owned real estate, investment management, and trust operations/securities processing. • Proficiency in Microsoft Word, Excel, Outlook, and database management systems. • Strong interpersonal, verbal, and written communication skills, with the ability to build effective relationships with clients, professional advisors, and colleagues.

🏖️ Benefícios

• We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. • In addition, we do not discriminate against qualified applicants with arrest or conviction records.