The Capital Group Companies, Inc

Trust Officer

The Capital Group Companies, Inc$111K — $177K *
Reno, NV 89502In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree required.
  • 7+ years of experience in fiduciary or trust administration.
  • Expert knowledge of trust creation and services.
  • Experience working with a Trust Committee.
  • Strong analytical skills related to fiduciary matters.
  • Ability to mentor less experienced associates.
  • Proven ability to anticipate client and business partner needs.

Responsibilities

  • Manage a portfolio of complex fiduciary relationships.
  • Deliver high-quality fiduciary services to clients.
  • Build and maintain collaborative relationships across the company.
  • Explain legal aspects of trust administration in an accessible manner.
  • Work closely with existing beneficiaries and trustors.
  • Contribute effectively within a dynamic work environment.

Benefits

  • Individual annual performance bonus eligibility.
  • Annual profitability bonus participation.
  • Retirement plan with a 15% contribution on eligible earnings.
Full Job Description

“I can succeed as a Trust Officer at Capital Group.”


As a Trust Officer, you will be a member of the Trust Relationship Team in Reno, NV. You are well versed in the legal aspects of trust administration and explain concepts in a client-friendly manner. You specialize in working with existing beneficiaries and trustors. You will be responsible for managing a book of complex fiduciary relationships and delivering high quality fiduciary services. In this role, you will build and maintain relationships throughout our firm, while working in a collaborative manner.


“I am the person Capital Group is looking for.”

  • You have a passion for trust administration and are comfortable mentoring less experienced associates.

  • You thrive in an evolving environment and are comfortable contributing at all levels.

  • You are motivated by deep fiduciary analysis and complex trust administration, with less emphasis on business development.

  • You are known as an “expert” when it comes to trusts, which includes talking about trust creation and detailing available services.

  • You have experience working with a Trust Committee.

  • You anticipate the needs of clients, beneficiaries and business partners. You actively seek ways to provide better service.

  • You have a Bachelor’s degree and 7+ years of fiduciary or trust administration experience.

“I can apply in less than 4 minutes.”  

  

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.  

  

Reno Base Salary Range: $111,153-$177,845

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In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

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