Senior Trust Officer

Lido Advisors, LLC

Senior Trust Officer at Lido Advisors leading strategic direction for Nevada trust business. Ensures compliance and administers trusts effectively while enhancing client relationships.

Posted 7/21/2026full-timeRemote • Nevada • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in trust administration, including compliance with fiduciary standards and regulatory requirements. Proficient in managing client relationships and enhancing service delivery through effective operational practices.

Highest-signal resume keywords

Trust Administration ExperienceCertified Trust and Fiduciary Advisor (CTFA)Knowledge of Estate PlanningManagement ExperienceProficiency in Microsoft Office

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trust AdministrationEstate AdministrationInvestment ManagementSecurities ProcessingLiving TrustsTestamentary TrustsCharitable Remainder TrustsTax Implications AssessmentDatabase Management Systems

Soft Skills

Interpersonal SkillsVerbal CommunicationWritten CommunicationRelationship Building

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft Outlook

Certifications & Qualifications

Certified Trust and Fiduciary Advisor (CTFA)

Industry Keywords

Fiduciary StandardsERISAIRS RegulationsNevada Probate CodeTrust Operations

About the role

Key responsibilities & impact

Administer trusts in accordance with applicable laws, regulations, fiduciary standards, and the terms of each governing instrument.
Position the Nevada trust business for continued growth by supporting business development, enhancing market presence, and expanding client relationships.
Oversee the day-to-day administration of client relationships, including various trust, agency, and IRA accounts.
Implement and maintain internal policies, procedures, and programs that support effective trust administration.
Ensure compliance with fiduciary, legal, ERISA, IRS, and other applicable regulatory requirements.
Represent the organization through active participation in relevant professional, industry, and community organizations and activities.
Develop and enhance organizational capabilities that strengthen service delivery, operational effectiveness, and client outcomes.
Oversee the review and analysis of complex estate planning documents, including the preparation of follow-up summaries for trustors and beneficiaries.
Apply the provisions of the Nevada Probate Code governing trust administration and assess the tax implications of various trust structures.
Meet with clients, advisors, and prospective clients regarding estate planning, tax matters, and financial considerations, and serve as the trust officer for designated client relationships.

Requirements

What you’ll need

Bachelor's degree required; master's degree, Juris Doctor (J.D.), or equivalent advanced degree preferred.
Minimum of 8 years of trust administration experience, including management experience.
Certified Trust and Fiduciary Advisor (CTFA) designation preferred.
Strong knowledge of living trusts, testamentary trusts, charitable remainder trusts, estate administration, and IRA accounts.
Experience managing trust-owned real estate, investment management, and trust operations/securities processing.
Proficiency in Microsoft Word, Excel, Outlook, and database management systems.
Strong interpersonal, verbal, and written communication skills, with the ability to build effective relationships with clients, professional advisors, and colleagues.

Benefits

Comp & perks

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law.
In addition, we do not discriminate against qualified applicants with arrest or conviction records.