Trust Officer and Legal Services Coordinator

Compass Business Solutions, Inc.
Las Vegas, NV
Category Customer Service
Job Description
Accelerant Law is a boutique private wealth law firm seeking a Trust Officer and Legal Services Coordinator to join their Nevada office. The ideal candidate is experienced in trust or estate administration and comfortable supporting attorneys with document processing and file management.

Requirements

  • Administer individual trust accounts for client’s Nevada private trust companies
  • Monitor trust accounting activity and maintain accurate records
  • Coordinate with investment advisors, custodians, accountants, and other third-party service providers
  • Assist attorneys with the preparation, formatting, and finalization of trust agreements and related estate planning documents
  • Maintain and organize electronic and physical client files

Benefits

  • Not specified
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