Trust Relationship Specialist

Capital Group

Reno, Nevada, United States
Base: $79,841-$127,746; bonus: individual annual p...
Trust and estate administration concepts
Fiduciary responsibilities knowledge
Basic financial and investment principles
The Trust Relationship Specialist supports trust and estate relationships by anticipating, executing, and coordinating client activities from onboarding through ongoing administration

Job Summary

  • The Trust Relationship Specialist supports trust and estate relationships by anticipating, executing, and coordinating client activities from onboarding through ongoing administration.
  • Capital Group values diverse perspectives and fosters a culture of belonging where associates can bring their authentic selves to work.
  • Employees receive a competitive salary, annual performance bonuses, a 15% company retirement contribution, and generous time-off benefits.

Matching Summary

The Trust Relationship Specialist supports trust and estate relationships by anticipating, executing, and coordinating client activities from onboarding through ongoing administration.

Salary

Base: $79,841-$127,746; Bonus: Individual annual performance bonus plus profitability bonus; Benefits: 15% retirement contribution matching

Skills & Requirements

Must-have

  • Trust and estate administration concepts
  • Fiduciary responsibilities knowledge
  • Basic financial and investment principles
  • Strong attention to detail skills
  • Proficiency with trust administration systems

Nice-to-have

  • Ability to explain processes clearly
  • Collaborative team-oriented mindset
  • Demonstrated initiative and reliability
  • Sound judgment in operations
  • Willingness to develop technical skills

Key Requirements

  • Bachelor's degree or fiduciary experience required
  • Experience in bank, trust company, or financial services environment
  • Proficiency with standard office software

Work Rights

Not specified

Tailored Resume

Cover Letter