Sequent (Geneva) SA
Overview
Sequent (North America) LLC is seeking a Senior Trust Officer for its Reno, Nevada office to take responsibility for the administration of a portfolio of international trusts and offshore/onshore companies encompassing direct exposure to all the principals involved in addition to relevant internal issues. The ideal candidate has an interest in career advancement and enjoys working in a small team environment.
Responsibilities
- Management, supervision and coordination of daily administration of trusts and companies
- Maintaining and developing personal contact with clients, advisors and other related parties
- Making fiduciary decisions on assigned mandates within Company guidelines
- Administrative overview and control of assigned mandates including financial, accounting and database reviews
- Coordination of mandate specific transactions with bankers, lawyers, accountants, agents and/or consultants
Requirements
- Experience in dealing with HNWI in a private banking/fiduciary environment
- 5+ years relevant experience desired
- CTFA, STEP, ACAMS, CFE and Trust qualifications preferred
- Technical administration skills and collaboration with teammates locally and in Europe
- Strong analytical skills, able to make decisions based on facts and figures on signed mandates
- Capable of problem-solving and acting independently on mandates
- Exercise discretion and independent judgment with respect to significant fiduciary and trust administration matters
- Professional, diplomatic and at ease in everyday working situations especially when representing Sequent
- Strong oral and written communication skills
- An adaptable approach in the work environment, learn proprietary software systems
- Capable of multitasking while retaining high quality standards
Sequent (North America) LLC is an Equal Opportunity Employer
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