NICOLE SHRIVE
Summary
Dynamic professional with extensive experience in estate planning and trust administration at Creative Planning Trust Company. Proven track record in tax compliance and asset management, fostering strong client relationships. Adept at business development and regulatory compliance, ensuring optimal trust performance and client satisfaction. Recognized for exceptional multitasking abilities and strategic financial analysis.
Overview
22
22
years of professional experience
5
5
Certifications
Work History
Professional Fiduciary
Shrive Fiduciary Services LLC
Reno, Nevada
10.2020 - Current
- Administered estate settlement procedures to uphold legal requirements.
- Coordinated probate efforts, maintaining accurate records and client communication.
- Supervised trust administration, ensuring timely asset management and distribution.
SENIOR Trust Officer
Creative Planning Trust Company
12.2019 - 09.2020
- Administer various types of trusts including but not limited to Dynasty, Special Needs, Life Insurance, Asset Protection
- Coordinate discretionary and mandatory distributions
- Communicate with beneficiaries and assess their specific needs and requests
- Analyze estate plans from administrative and tax standpoint
- Coordinate investment objectives for trust accounts with 465 assigned wealth managers
- Work with a 50-billion-dollar RIA to provide trust administration
Trust Officer
Dunham Trust Company
07.2017 - 12.2019
- Administer accounts in accordance with the terms of the governing instrument and in a manner consistent with the needs of principals, beneficiaries, and remaindermen
- Create policy and procedure, compliance, and staffing
- Develop new business opportunities with various centers of influence (attorneys, advisors, CPA’s)
- Correspond with persons, agencies, and organizations that have an interest in any aspect of an account
- Coordinate and review the preparation filing of federal and state tax returns for trusts
- Consult with clients’ attorneys from administrative perspective on drafting legal documents specifying details, conditions, duration of trust, and other estate planning techniques
- Review and approve discretionary payments to or for beneficiaries as a member of the Trust Committee
- Initiate and assist in the funding of new accounts and the closing of current accounts
- Research outside vendors in order to develop and implement life insurance policy audits; create policy and procedure for audit purposes
- Mentor and train new support staff
Trust Officer
Premier Trust Inc.
02.2014 - 07.2017
- Facilitate the opening, set up, and management of the Reno branch from inception
- Create policy and procedure, compliance, and staffing
- Develop new business opportunities with various centers of influence (attorneys, advisors, CPAs)
- Administer accounts in accordance with the terms of the governing instrument and in a manner consistent with the needs of principals, beneficiaries, and remaindermen
- Correspond with persons, agencies, and organizations that have an interest in any aspect of an account
- Coordinate and review the preparation filing of federal and state tax returns for trusts
- Consult with client’s attorney from administrative perspective on drafting legal documents specifying details, conditions, duration of trust, and other estate planning techniques
- Review and approve discretionary payments to or for beneficiaries as a member of the Trust Committee
- Initiate and assist in the funding of new accounts and the closing of current accounts
- Research outside vendors in order to develop and implement life insurance policy audits; create policy and procedure for audits
- Mentor and train new support staff
Client Trust Administrator
The Whittier Trust Company of Nevada
10.2008 - 11.2010
- Manage approximately $415M in marketable securities, real property, personal property and non-marketable securities
- Review, implement and administer trust documents and wills
- Review and monitor daily transactions, daily balances, pending transactions and overdraft reports.
- Monitor cash balances and liquidity of assets
- Provide proper documentation for discretionary distributions, net income distributions and any other required distributions per the individual trust documents
- Manage files for SOX compliance
- Prepare and present annual reviews to the Trust Committee to remain on target; Executive Assistant to VP
Veterans Service REPRESENTATIVE
Department of Veterans Affairs
01.2008 - 10.2008
- Research and process compensation claims for discharged military veterans
- Research supporting documents from federal, state, and private facilities
- Coordinate with veteran service organizations for timely processing of claims
Accounting MANAGER & Benefit SPECIALIST
Conservatorships & Resources for the Elderly, Inc.
03.2004 - 06.2007
- Manage over 125 Estates, Trusts, Conservatorships and Guardianships
- Confirm adequate insurance coverage on real and personal property
- Manage the sales of over 20 real properties
- Researched and arranged payment for real property taxes
- Manage over 125 Client's pensions and public benefits including Medicaid
- Complete VA Federal Fiduciary Accountings for approximately 65 VA clients
- Obtain VA Federal Aid and Attendance for approximately 20 clients
- Maintain 85 client investment portfolios
- Supervise 5 interns
Education
M.B.A. - Finance
University of Redlands
Redlands, C09.2006
B.A. - Political Science
University of Nevada-Reno
Reno, NV12.2003
Skills
- Estate planning and trust administration
- Tax compliance and asset management
- Legal documentation
- Client relationship management
- Regulatory compliance
- Business development
- Asset management
- Tax compliance
- Trust administration
- Estate planning
- Financial analysis
- Risk assessment
- Customer service
- Multitasking Abilities
- Self-Directed
- Cultural awareness
Affiliations
- Estate Planning Council of Northern Nevada
- UNR Planned Giving Advisory Council
Certification
Certified Trust and Fiduciary Advisor
Timeline
Professional Fiduciary
Shrive Fiduciary Services LLC
10.2020 - Current
SENIOR Trust Officer
Creative Planning Trust Company
12.2019 - 09.2020
Trust Officer
Dunham Trust Company
07.2017 - 12.2019
Trust Officer
Premier Trust Inc.
02.2014 - 07.2017
Client Trust Administrator
The Whittier Trust Company of Nevada
10.2008 - 11.2010
Veterans Service REPRESENTATIVE
Department of Veterans Affairs
01.2008 - 10.2008
Accounting MANAGER & Benefit SPECIALIST
Conservatorships & Resources for the Elderly, Inc.
03.2004 - 06.2007
M.B.A. - Finance
University of Redlands
B.A. - Political Science
University of Nevada-Reno