Wealthgate Trust is an innovative, fast growing, and well-funded boutique trust company serving ultra-high net worth families. We seek dynamic, hardworking individuals who enjoy working in a collaborative team environment. The Trust Administrative Officer will be a critical member of Wealthgate’s team of professionals acting as a fiduciary to administer and manage all trust accounts. This role will be based in-person out of our Las Vegas, NV office.
If you want to be on the forefront of the rapidly changing trust world, backed by the absolute best technology, ideas and people, this opportunity is for you.
Participate in all phases of account and relationship trust administration, including (but not limited to):
Maintenance and input of data in account system.
Generate and review trust reports and quarterly statements.
Oversee distributions and investment requests.
Execute money movements including wire transfers, ACH, and checks.
Review and ensure all transactions comply with the applicable trust agreement and relevant laws.
Ensure trust administration policies and procedures are executed properly and develop/implement new, as required.
Assist with the annual internal and external audits, regulatory reporting, and regulatory/departmental compliance.
Participate as a member of Wealthgate’s Fiduciary Committee overseeing all fiduciary activity.
Assist with due diligence reviews of vendors, risk analysis, and other fiduciary administrative items.
Coordinate with Business Development team in on-boarding new clients and account management.
Learn and comply with the company’s risk parameters, policies, and procedures.
Provide focused client service with responsiveness, professionalism, and tact; proactive client contact through written and verbal communication are required.
Must operate effectively in growth-focused environment where our goal is to solve complex problems as a team.
Financial services/operations experience, legal experience, or paralegal
Excellent verbal and written communication skills
Must be discreet and dependable, able to manage and protect highly confidential financial and personal information, internally and externally.
Strong diligence with the ability to perform multiple tasks in a fast-paced environment.
Preferred, but not required:
Previous experience with Accutech Cheetah and Addepar
Knowledge of basic trust concepts and vehicles
Awareness of basic fiduciary laws and investment strategies
Wealthgate Trust is an innovative, fast growing and well-funded boutique trust company serving ultra-high net worth families. We seek dynamic, hardworking individuals who enjoy working in a collaborative team environment.