Senior Trust Officer

🔥 6 minutes ago

🎰 Nevada – Remote

🎰 Nevada – Remote

⏰ Full Time

🟠 Senior

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Lido Advisors, LLC

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1999

💸 Finance

👥 B2C

Finance • B2C

Lido Advisors, LLC is a wealth management firm that offers a sophisticated and personalized family office experience to clients, focusing on protecting, growing, and preserving their wealth. Established in 1999, Lido manages over $20 billion in assets and provides advanced financial planning, investment management, and strategic tax and estate planning services, primarily for high-net-worth individuals, entrepreneurs, charities, and media personalities. Although they do not provide direct legal or tax advice, they work closely with affiliated professionals to offer comprehensive financial solutions. Lido's unique value proposition lies in its accessible family office model and its dedication to personalized client service. With 33 offices across the United States, Lido Advisors is one of the nation's fastest-growing private wealth management companies.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.