Trust Officer - Reno

Sequent (North America) LLC (“SQNA”) is the Nevada-based trust company of the Sequent Group (“Sequent”), an international firm dedicated to providing independent fiduciary services across the globe with six offices located in London, Guernsey, Zurich, Geneva, Singapore and Reno, Nevada.  Our global team of 150 experienced wealth planning and trust professionals is truly international; together we speak more than 15 languages. Please visit sequent.limited.

Sequent does not offer proprietary banking or investment management services, which provides our clients with truly impartial fiduciary service. As an independent firm, we focus on providing fiduciary services across numerous international jurisdictions to help UHNW families manage succession and asset protection plans, which means we can provide the kind of close, stable, long-term service our clients deserve.

We are seeking someone to join our Client Services Team in our small but growing Reno office. This is a full-time position working with trusts and companies, including components of banking, trust and estate law, tax and asset management.

Please note that this position is NOT remote, and employees are expected to report to the Reno office.

As a small office, we each wear many different hats on a given day but work collaboratively as a team. Successful candidates for this role will demonstrate their technical strengths and contribute to our day-to-day client operations, with attention to detail in complying with all policies, procedures, and fiduciary practices.

Prior knowledge of trust administration is required. In addition, a professional demeanor with interpersonal communication skills and the ability to maintain strict confidentiality is a must. You would work as part of a team with the administration of various trust accounts.

Our Ideal Candidate is:

• Someone who is a hands-on team player with a strong service and organizational mindset that wants to learn and enjoys being challenged.
• A “go-getter” who is able to multi-task, including the ability to problem-solve and change course quickly and with composure.
• Has an outgoing personality and communication skills who is not afraid to take the initiative to resolve client and/or internal concerns or and issues.
• Embraces the term “jack of all trades”.
• Comfortable with providing thoughtful client solutions.
• Has a keen interest in career advancement and enjoys working in a small team environment.
• Currently located within a commutable distance of our Reno, NV office.

Primary Job Duties and Responsibilities

• Serve as Trust Officer supporting a variety of trusts and companies to ensure each is administered in accordance with applicable laws, regulations, and the terms of the governing documents
• On-boarding new Clients including assembling and reviewing new account pre-acceptance materials, such as trust instruments, partnership agreements, KYC information, and trust accounting records
• Review financial statements and trust accountings
• Apply principles of the Nevada Revised Statutes (NRS), and other state or country trust regulations, applicable to trust administration and understand the tax implications of the various kinds of trusts
• Effectively establish, manage and support client relationships through interaction with grantors/settlors, beneficiaries, advisors and other related parties
• Participate in and implement fiduciary decisions based on client requests and terms of the governing documents
• Perform initial and annual reviews of assigned trusts
• Coordinate client and internal transactions, including money movement, with bankers, lawyers, accountants, agents and/or consultants
• Other operational and administrative tasks and duties as required.

Educational and Other Requirements

• Bachelor’s degree (Emphasis in Fiduciary / Law / Paralegal preferred)
• 3-5 years of trust administration or previous experience involving High-Net-Worth Individuals in a private banking/fiduciary environment
• Experience with ultra-high net worth multi-generational $50MM+ families with complicated assets and sophisticated trust structures strongly preferred.
• Exposure to sophisticated trust and asset structures
• Valid US Passport
• Desired Skills
• Strong analytical and problem-solving skill with attention to detail in all facets of the job
• Excellent oral and written communication skills with the ability to work under pressure and meet deadlines
• Small team compatibility with adaptable approach in the work environment
• Capable of acting independently and multitasking while retaining high quality standards
• Proficient in Microsoft Office (Outlook, Word, Excel and PowerPoint)

What We Offer

• Medical, dental, and vision coverage
• Basic life and long-term disability insurance
• 401(K) with company matching
• 4 weeks paid time off (annual accrual)
• Paid holidays
• Workplace diversity
• International travel
• Opportunity for growth within the Sequent Group

No phone calls or recruiters, please. We will contact you if you are a potential match for the position.