Trust Relationship Specialist
Capital Group, Reno, OH, United States
Overview
“I can be myself at work.” 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’re 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. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
Responsibilities
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).
The role is a proactive and seamless member of the PWA team, helping to anticipate, execute, and coordinate client and account activities from onboarding through ongoing administration.
Responsible for accurate, compliant execution of fiduciary activities, interpretation and application of trust provisions, and coordination of workflows across internal and external partners.
Qualifications
Foundational knowledge of trust and estate administration concepts, fiduciary responsibilities, and basic financial and investment principles.
Bachelor’s degree or fiduciary experience in a bank, trust company, or financial services environment required.
Strong attention to detail and organizational skills, with the ability to manage multiple tasks and deadlines across concurrent relationships.
Effective written, verbal, and listening communication skills, with the ability to explain routine fiduciary and operational processes clearly and professionally.
Ability to collaborate with internal teams and external partners in a team-oriented, service-focused environment.
Demonstrated initiative, reliability, sound judgment, and willingness to develop fiduciary expertise and technical skills.
Proficiency with trust administration systems and standard office software.
Compensation and Benefits Reno Base Salary Range: $79,841-$127,746. In addition to a highly competitive base salary, per plan guidelines, you will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus and a retirement plan where Capital contributes 15% of your eligible earnings. Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
How to Apply and Learn More You’ve reviewed this job posting and you’re ready to start the 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, check out our other opportunities and join our talent community. You can learn more about Capital Group compensation and benefits here.
Equal Employment Opportunity We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination in employment decisions. Our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, disability, 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 law.
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“I can be myself at work.” 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’re 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. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
Responsibilities
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).
The role is a proactive and seamless member of the PWA team, helping to anticipate, execute, and coordinate client and account activities from onboarding through ongoing administration.
Responsible for accurate, compliant execution of fiduciary activities, interpretation and application of trust provisions, and coordination of workflows across internal and external partners.
Qualifications
Foundational knowledge of trust and estate administration concepts, fiduciary responsibilities, and basic financial and investment principles.
Bachelor’s degree or fiduciary experience in a bank, trust company, or financial services environment required.
Strong attention to detail and organizational skills, with the ability to manage multiple tasks and deadlines across concurrent relationships.
Effective written, verbal, and listening communication skills, with the ability to explain routine fiduciary and operational processes clearly and professionally.
Ability to collaborate with internal teams and external partners in a team-oriented, service-focused environment.
Demonstrated initiative, reliability, sound judgment, and willingness to develop fiduciary expertise and technical skills.
Proficiency with trust administration systems and standard office software.
Compensation and Benefits Reno Base Salary Range: $79,841-$127,746. In addition to a highly competitive base salary, per plan guidelines, you will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus and a retirement plan where Capital contributes 15% of your eligible earnings. Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
How to Apply and Learn More You’ve reviewed this job posting and you’re ready to start the 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, check out our other opportunities and join our talent community. You can learn more about Capital Group compensation and benefits here.
Equal Employment Opportunity We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination in employment decisions. Our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, disability, 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 law.
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