Trust Relationship Specialist
Not Disclosed•Full-TimeOn-site
location_onReno Masonic Lodge #13, 40, West 1st Street, Reno, Washoe County, Nevada, 89501, United States
Our Culture and Values
At Capital Group, we believe that you are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness, and we are committed to fostering a strong sense of belonging in a respectful workplace.
We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. For nine decades, our goal has been to improve people's lives through successful investing. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day.
We live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
About the Role
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).
As a proactive and seamless member of the PWA team, you will help anticipate, execute, and coordinate client and account activities from onboarding through ongoing administration. You will be responsible for the accurate, compliant execution of fiduciary activities, the interpretation and application of trust provisions, and the coordination of workflows across internal and external partners.
Life at Capital Group
We offer resources to help you lead a full life, whether you are raising a family, passionate about volunteering, or exploring different career paths. Our culture is designed to empower associates to build successful and prosperous careers through:
- Generous time-off and health benefits from day one, with opportunities for flexible work options.
- 2-for-1 matching gifts for charitable contributions and the opportunity to secure annual grants for organizations you love.
- On-demand professional development resources to hone existing skills and learn new ones.
Hiring Process
If you have reviewed this job posting and are ready to start your candidate journey with us, apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, we encourage you to check out our other opportunities and join our talent community.
Equal Opportunity Employer
We are an equal opportunity employer, which means we comply with all federal, state, and local laws that prohibit discrimination when making all decisions about employment. Our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking, or any other characteristic protected by federal, state, or local law.
Work location
Work model: On-site
Reno Masonic Lodge #13, 40, West 1st Street, Reno, Washoe County, Nevada, 89501, United States
Reno, Nevada
Key Responsibilities
- check_circleAnticipate, execute, and coordinate client and account activities from onboarding through ongoing administration
- check_circlePerform accurate and compliant execution of fiduciary activities
- check_circleInterpret and apply trust provisions to support trust and estate relationships
- check_circleCoordinate workflows across internal teams and external partners
- check_circleManage multiple tasks and deadlines across concurrent trust relationships
- check_circleExplain routine fiduciary and operational processes clearly to clients and colleagues
Requirements
- verifiedBachelor's degree or fiduciary experience in a bank, trust company, or financial services environment
- verifiedFoundational knowledge of trust and estate administration concepts
- verifiedProficiency with trust administration systems and standard office software
Benefits & Perks
check_circleGenerous time-away and health benefits from day onecheck_circleFlexible work optionscheck_circle2-for-1 matching gifts for charitable contributionscheck_circleOpportunity to secure annual grants for organizationscheck_circleAccess to on-demand professional development resourcescheck_circleCompany-funded retirement contribution of 15% of eligible earnings
Similar Job Opportunities
Skills, education and keywords
Skills: Trust And Estate Administration, Fiduciary Responsibilities, Financial Principles, Investment Principles, Trust Administration Systems, Office Software.
Education: Bachelor's degree or equivalent fiduciary experience required.
Frequently asked questions about Trust Relationship Specialist at Capital Group
What does a Trust Relationship Specialist at Capital Group do?expand_more
A Trust Relationship Specialist at Capital Group is responsible for the following: Anticipate, execute, and coordinate client and account activities from onboarding through ongoing administration; Perform accurate and compliant execution of fiduciary activities; Interpret and apply trust provisions to support trust and estate relationships; and Coordinate workflows across internal teams and external partners.
What are the requirements for this Trust Relationship Specialist role?expand_more
Capital Group is looking for candidates who meet the following requirements: Bachelor's degree or fiduciary experience in a bank, trust company, or financial services environment; Foundational knowledge of trust and estate administration concepts; and Proficiency with trust administration systems and standard office software.
Where is the Trust Relationship Specialist role at Capital Group located?expand_more
Trust Relationship Specialist at Capital Group is based in Reno Masonic Lodge #13, 40, West 1st Street, Reno, Washoe County, Nevada, 89501, United States. This is a on-site role.
Is this Trust Relationship Specialist job remote, hybrid, or on-site?expand_more
Capital Group has listed this Trust Relationship Specialist role as on-site.
How much experience is required for this Trust Relationship Specialist role?expand_more
Candidates for Trust Relationship Specialist at Capital Group should have mid level.
What skills do you need for the Trust Relationship Specialist role at Capital Group?expand_more
Key skills for Trust Relationship Specialist at Capital Group include Trust And Estate Administration; Fiduciary Responsibilities; Financial Principles; Investment Principles; Trust Administration Systems; and Office Software.
What education is required for Trust Relationship Specialist at Capital Group?expand_more
Educational requirements for this role: Bachelor's degree or equivalent fiduciary experience required.
What category does the Trust Relationship Specialist role belong to?expand_more
Trust Relationship Specialist at Capital Group is part of the accounting & finance job category on Recrutus.
About Capital Group
Capital Group, headquartered in Los Angeles, California, operates within the financial services industry. Established in 1931, the organization has grown to include 31 global offices. For more than nine decades, the firm has delivered carefully researched investment solutions and services to financial professionals.
Recent communications from the company highlight specific operational policies and security measures. Capital Group does not offer 100% remote work positions. The standard interview timeline typically spans one to three months from initial resume submission to a final offer. The organization emphasizes that financial transactions are never required during the job onboarding process.
Prospective candidates are advised to remain vigilant against employment scams utilizing the company name. Individuals suspecting fraudulent activity should avoid interacting with suspicious messages. Verification of legitimate opportunities can be conducted by contacting employmentfraud@capgroup.com. Additional legal details regarding the company are available through the official company details website link provided by Capital Client Group, Inc.
Browse more roles: All Capital Group jobs, accounting & finance jobs on Recrutus.