Trust Relationship Specialist

Capital Partners Mortgage LLC

Reno, Nevada, United States
Base: $79,841-$127,746; bonus: individual annual p...
Trust and estate administration concepts
Fiduciary responsibilities knowledge
Bachelor's degree or fiduciary experience
The Trust Relationship Specialist supports trust and estate relationships in partnership with Trust Officers and Private Wealth Advisors

Job Summary

  • The Trust Relationship Specialist supports trust and estate relationships in partnership with Trust Officers and Private Wealth Advisors.
  • Candidates will receive a competitive salary, bonuses, benefits, and a company-funded retirement contribution of 15% of eligible earnings.
  • The role requires accurate, compliant execution of fiduciary activities and interpretation of trust provisions.

Matching Summary

The Trust Relationship Specialist supports trust and estate relationships in partnership with Trust Officers and Private Wealth Advisors.

Salary

Base: $79,841-$127,746; Bonus: Individual annual performance bonus plus profitability bonus; Benefits: 15% retirement contribution, health benefits, generous time-away

Skills & Requirements

Must-have

  • Trust and estate administration concepts
  • Fiduciary responsibilities knowledge
  • Bachelor's degree or fiduciary experience

Nice-to-have

  • Strong attention to detail
  • Effective written communication skills
  • Proactive team collaboration

Key Requirements

  • Bachelor's degree required
  • Experience in bank, trust company, or financial services
  • Proficiency with trust administration systems

Work Rights

Not specified

Tailored Resume

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