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Open Position

Trust Administration Assistant – Reno

Reno

San Pasqual Fiduciary Trust Company is a California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly impartial fiduciary service. We devote our skills, expertise, and resources to trust administration and management. We are a growing firm located in Downtown Los Angeles, California and Reno, Nevada.

San Pasqual Trust’s trustee-only model allows for us to administer trusts that hold unique and complex assets beyond just cash and marketable securities. No two trusts are the same, and this keeps our work interesting and dynamic. Working at San Pasqual Trust, you will have the opportunity to assist in the management of trusts for high-net-worth families while gaining exposure to the various disciplines that intersect with trust administration, including estate planning, investment management, real estate management, insurance, taxation, and law.

We are seeking a career-oriented individual to join our client-facing Trust Professionals Team in Reno, NV for a full-time position as a Trust Administration Assistant.

Please note that this position has a HYBRID office/remote schedule. It is NOT 100% remote, and employees are expected to report to the Reno, NV office on a regular basis.

While entry-level job experience is desired, no prior knowledge of trust administration is required. However, 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, assisting with the administration of various trust accounts.

Our Ideal Candidate:

  • Has an entrepreneurial mindset and embraces the phrase “other duties as required”.
  • Takes ownership of assigned accounts and responsibilities.
  • Is detail-oriented and focused on understanding the “why” of their work.
  • Cares about providing exceptional client service and getting things right.
  • Is naturally curious and interested in constantly learning.
  • Is self-motivated to improve their knowledge and quality of their work product.
  • Enjoys working in a team environment to solve complex problems.
  • Can think on their feet with the ability to change course quickly and calmly.
  • Has strong communication and organizational skills.
  • Is willing and able to take the initiative to pick up the phone to speak with clients or advisors to resolve concerns or issues.

Primary Job Duties and Responsibilities

  • Complete various forms (Account set up, transfers, distributions, etc.).
  • Respond to client and vendor inquiries timely and thoughtfully.
  • Perform research and complete special projects as assigned.
  • Track missing information and resolve data discrepancies.
  • Assist with documentation of annual account reviews.
  • Accounts payable.
  • Review statements from external asset managers.
  • Statement production and review.
  • Coordinate with internal and external parties for filing of personal and fiduciary tax preparation.
  • Occasional off-site project assistance (Review beneficiary documents, inventory personal assets, meet with vendors, etc.).
  • Other duties as required.

Educational and Other Requirements

  • Bachelor’s degree (Provide unofficial transcript).
  • 1 year of work experience (may be any industry, but preferably in an office setting).

Desired Skills

  • Excellent organizational skills.
  • Superior time management.
  • Outstanding verbal and written communication.
  • Strong analytical and problem-solving skills.
  • Capacity to follow complex instructions.
  • Exceptional attention to detail in all facets of the job.
  • Experience with Microsoft Suite.
  • The ability to work under pressure, meet deadlines and multi-task.
  • Ability to ask for/take feedback on work and apply changes as necessary.

PLEASE NOTE that we are ONLY looking for local candidates. This position is NOT 100% remote and we do not pay for relocation services.

Hourly compensation is $22.50/hour – $25.00/hour. Some overtime typically available after completion of training period. Eligible for a raise and/or bonus during annual review based on job performance.