Capital Partners Mortgage LLC is seeking a Trust Relationship Specialist in Reno, US, to manage fiduciary administration tasks for trust and estate relationships. The role emphasizes a collaborative work environment and values diversity, integrity, and community
Job Summary
The Trust Relationship Specialist is an experienced, operationally focused fiduciary administration role that supports trust and estate relationships in partnership with Trust Officers, Trust Administration Associates, and Private Wealth Advisors (PWAs).
They are responsible for accurate, compliant execution of fiduciary activities, interpretation and application of trust provisions, and coordination of workflows across internal and external partners.
Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options.
Matching Summary
Match Score: 85
Capital Partners Mortgage LLC is seeking a Trust Relationship Specialist in Reno, US, to manage fiduciary administration tasks for trust and estate relationships. The role emphasizes a collaborative work environment and values diversity, integrity, and community.
Salary
Base: $79,841-$127,746; Bonus/Equity: Annual performance bonus, annual profitability bonus; Benefits: Company-funded retirement contribution (15% of eligible earnings), generous time-away and health benefits from day one, 2-for-1 matching gifts for charitable contributions.
Skills & Requirements
Must-have
Fiduciary administration
Trust and estate relationships
Client and account activities
Accurate, compliant execution
Interpretation of trust provisions
Nice-to-have
Proactive and seamless member
Team-oriented, service-focused environment
Willingness to develop expertise
Key Requirements
Bachelor’s degree or fiduciary experience
Foundational knowledge of trust and estate administration