AVP, Trust Officer

LPL Financial

. Serve as trust administrator for designated clients .

Posted 10/22/2026full-timeLas Vegas • Nevada • United StatesLead💰 $88,580 - $147,599 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in trust administration, fiduciary standards, and financial planning while effectively managing client relationships and providing comprehensive support for complex trust and investment matters.

Highest-signal resume keywords

Trust AdministrationFiduciary Law KnowledgeClient Relationship ManagementFinancial PlanningCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trust AdministrationFinancial PlanningTax AccountingInvestment PrinciplesAsset AllocationRisk ManagementDetail OrientationWills and Trusts AnalysisTransaction ManagementSpecial Assets Administration

Soft Skills

Organizational SkillsCoaching and MentoringProblem SolvingClient ServiceCollaboration

Tools & Technologies

Microsoft OfficeTrust Accounting Applications

Certifications & Qualifications

Advanced Degree/Certification Preferred

Industry Keywords

Fiduciary StandardsPrudent Investor StandardsBroker-DealerTraditional Bank/Trust CompanyPhilanthropic Planning

About the role

Key responsibilities & impact

Serve as trust administrator for designated clients
Prepare summaries and recommendations for discretionary actions
Communicate with trustees, beneficiaries and financial advisors
Administer special assets and review annual trust reviews
Ensure fiduciary standards and practices are observed
Provide daily administration for trust and investment accounts
Manage and/or execute transactions, overdrafts and tax lots
Review account setup, funding and termination
Consult with trust committees, trust counsel, beneficiaries, outside trustees, financial advisors, attorneys and CPAs
Analyze and interpret wills, trusts, agreements and entity documents
Coach, mentor and supervise trust specialists
Manage financial advisor and client relationships
Provide client service and support for moderately complex to complex relationships
Identify client needs, address concerns, resolve issues and respond to inquiries
Communicate fiduciary, tax, legal, administrative and investment matters
Participate in special projects and firm-wide initiatives
Collaborate across the company to enhance best practices and team dynamics
Communicate investment principles to clients

Requirements

What you’ll need

Bachelor’s degree preferred
Advanced degree/certification preferred
Five years’ experience in trust administration, preferably with a broker-dealer or in a traditional bank/trust company
Knowledge of financial planning, philanthropic planning and fiduciary law
Verbal and written communication skills for effective interactions with clients and financial advisors
Detail-oriented, especially with trust administration, tax and investment requirements
Experience with Microsoft Office and ability to adapt to trust and tax accounting applications
Organizational skills
Ability to work with fiduciary, tax, legal, administrative and investment matters
Knowledge of asset classes, allocation, risk and Prudent Investor standards

Benefits

Comp & perks

401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Competitive LPL Total Rewards package