Top 825 Trusts and estates Jobs in Reno, Nv

Client Relationship Specialist – Trust & Estates/Private Wealth
McDonald Carano LLP —Reno, NV
- Overtime
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Relocation assistance
Quick Apply
Private Banking Relationship Manager (Reno, NV)
Nevada State Bank —Reno, NV
- $60,000 - $160,000 a year
- Microsoft Excel
- 5 years
- Mid-level
- Paid holidays
- Health insurance
Human Resources Generalist
The Clorox Company —Reno, NV
- $68,000 - $135,800 a year
- Full-time
- Mid-level
- Administrative experience
- Data entry
- Health insurance
- Adoption assistance
Bookkeeper / Office Coordinator
Ainsworth Associates Mechanical Engineers —Reno, NV
- $52,000 - $67,000 a year
- Email
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
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Project Manager, Operations
Prominence Health —Reno, NV
- $75,400 - $109,000 a year
- Full-time
- Hybrid work
- Writing skills
- English
- Mid-level
- Health insurance
- Dental insurance
Account Administration Associate
Figure Lending —Reno, NV
- Up to $59,800 a year
- Hybrid work
- Bachelor of Science
- Office
- Residential
- Continuing education credits
- Commuter assistance
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Housing Specialist
Housing Authority of the City of Reno —Reno, NV
- $24.42 - $36.08 an hour
- Full-time
- Pass drug screening
- High school diploma or GED
- Case management
- Paid parental leave
- AD&D insurance
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4d
Temporary Part-Time Material Handlers (10am-2:30pm, Monday-Friday)
Barnes & Noble, Inc. —Reno, NV
- $18.50 an hour
- Temporary
- Basic math
- Ability to lift 50 pounds
- Warehouse
Control Systems Project Engineer I
Thermo Systems LLC —Sparks, NV
- Full-time
- Bachelor of Science
- Mid-level
- Travel
- Travel reimbursement
- Tuition reimbursement
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Regional Route CDL_A Truck Driver
Foxx Enterprise LLC —Lockwood, NV
- $1,400 a week
- Full-time
- Pass drug screening
- CDL A
- Mid-level
- Relocation assistance
- 401(k)
Quick Apply
Clinical Specialist - Las Vegas, NV
PROCEPT BioRobotics Corporation —Carson City, NV
- $108,000 a year
- Full-time
- Surgery
- Customer service
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Pediatric Dentist
boca dental and braces —Sparks, NV
- $115,000 - $144,000 a year
- Part-time
- Anatomy knowledge
- Dental office
- HIPAA
- Relocation assistance
- Health insurance
Quick Apply
CDL Class A Driver (Automatic and Manual Transmission Required)
Reno Rendering —Reno, NV
- $25 - $28 an hour
- Overtime
- Clean driving record
- CDL A
- Mid-level
- Profit sharing
- Paid training
Quick Apply
Automotive Technician
CarMax Auto Superstores, Inc. —Reno, NV
- $27.30 - $35.18 an hour
- 8 hour shift
- Dealership
- Driver's License
- In-person
- Paid jury duty
- Paid holidays
Quick Apply
12d
Senior Litigation Attorney
Orion Placement —Sparks, NV
- $145,000 - $210,000 a year
- Full-time
- Writing skills
- Business development
- Mentoring
- Dental insurance
- Paid time off
Quick Apply
Senior Litigation Attorney
Orion Placement —Reno, NV
- $145,000 - $210,000 a year
- Full-time
- Writing skills
- Business development
- Mentoring
- Dental insurance
- Paid time off
Quick Apply
Health and Safety Advisor (HSE)
Morgan Construction & Environmental Ltd. —Reno, NV
- Nights as needed
- CPR Certification
- Microsoft Outlook
- Construction site
- Dental insurance
- Life insurance
Project Scheduler - Heavy Civil
Morgan Construction & Environmental Ltd. —Reno, NV
- Full-time
- Construction site
- 5 years
- Travel
Part Time Program Manager - Washoe School District
Right at School —Sparks, NV
- $19 - $22 an hour
- Part-time
- Background check
- Management
- Current TB test
- Disability insurance
- Health insurance
Quick Apply
12d
Assistant Project Managers - Nevada Projects
Morgan Construction & Environmental Ltd. —Reno, NV
- $65,000 - $90,000 a year
- Nights as needed
- Construction site
- Pass drug screening
- Mid-level

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Client Relationship Specialist – Trust & Estates/Private Wealth

McDonald Carano LLP
Reno, NV

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Relocation assistance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance
Retirement plan

Qualifications

Customer communication

Full Job Description

Job Overview

McDonald Carano LLP is seeking a full-time Client Relationship Specialist to join our Trust & Estates Practice Group in our Reno office. Our firm has two office locations, in Reno and Las Vegas, supporting Nevada's business law needs since 1949.

This role serves as the primary point of contact for clients throughout the estate planning and trust administration process, ensuring an exceptional client experience. The ideal candidate will be highly organized, energetic, and client-focused, providing a concierge-level experience to individuals and families. This position works closely with attorneys, legal support staff, family trust companies, and outside advisors while coordinating communications, meetings, documentation, and client follow-up.

This is an excellent opportunity for a candidate with experience in customer service, banking, trust companies, financial services, hospitality, sales, or professional services who is looking to build a long-term career in a sophisticated legal environment..

Responsibilities:

Client Relationship Management

Serve as the primary client contact for routine communications and requests.
Deliver an exceptional, responsive, and professional client experience.
Build positive relationships with clients, family members, financial advisors, accountants, and other professional contacts.
Respond promptly to client inquiries and coordinate requests with attorneys and legal support staff.
Track open client requests and ensure timely follow-up and resolution.
Proactively communicate project status updates and next steps.

· Meeting and Calendar Coordination

Coordinate client meetings, estate planning signings, consultations, and conference calls.
Manage attorney calendars related to Trust & Estates matters.
Schedule and confirm appointments with clients, advisors, and family members.
Prepare meeting materials and ensure all logistics are completed in advance.
Coordinate virtual and in-person meetings and assist with meeting follow-up.

Document and Information Coordination

Coordinate the delivery of estate planning documents, trust documents, and related correspondence.
Assist with locating documents, files, and client records.
Facilitate requests for copies of estate planning, trust, and corporate documents.
Maintain accurate records within the firm's document management and case management systems.
Coordinate secure distribution of sensitive client information.

Practice Support and Client Experience

Monitor client workflows and help identify opportunities to improve efficiency and service.
Assist with family trust company and private wealth client administration activities.
Maintain a concierge-level approach to client interactions.
Support attorneys and legal support staff by managing client-facing administrative activities.
Handle confidential and sensitive information with discretion and professionalism.
Participate in special projects and other duties as assigned.

Skills and Qualifications:

Proficiency in Microsoft Office Suite products (Word, Excel, PowerPoint, Outlook, Teams) and Adobe Acrobat; experience with document management systems (NetDocs a plus).
Exceptional interpersonal and relationship-building skills, with a natural ability to provide outstanding customer service.
Strong organizational and time management skills with the ability to prioritize and meet tight deadlines.
High level of attention to detail, accuracy, and follow-through.
Strong written and verbal communication skills, with the ability to interact effectively with clients, attorneys, court personnel, and opposing counsel.
Demonstrated ability to manage multiple tasks and adapt quickly to shifting priorities in a high-volume environment.
Ability to apply new resources and technologies.
Ability to work independently while contributing as part of a team.
Flexibility to work occasional overtime as workload demands.
Professional demeanor and ability to maintain an organized, polished work environment.

Education and Experience:

Bachelor’s degree in Communications, Marketing, Business Administration, Hospitality or a related field preferred.
3+ years of customer service, client service, relationship management, banking, trust company, wealth management, hospitality, or professional services experience preferred.
Experience within a financial institution, trust company, accounting firm, law firm, or family office is highly desirable.

Benefits:

Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Relocation assistance
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

trusts and estates jobs in reno, nv

Client Relationship Specialist – Trust & Estates/Private Wealth

Private Banking Relationship Manager (Reno, NV)

Human Resources Generalist

Bookkeeper / Office Coordinator

Project Manager, Operations

Account Administration Associate

Housing Specialist

Temporary Part-Time Material Handlers (10am-2:30pm, Monday-Friday)

Control Systems Project Engineer I

Regional Route CDL_A Truck Driver

Clinical Specialist - Las Vegas, NV

Pediatric Dentist

CDL Class A Driver (Automatic and Manual Transmission Required)

Automotive Technician

Senior Litigation Attorney

Senior Litigation Attorney

Health and Safety Advisor (HSE)

Project Scheduler - Heavy Civil

Part Time Program Manager - Washoe School District

Assistant Project Managers - Nevada Projects

I want to receive the latest job alert for trusts and estates in reno, nv

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