We have other current jobs related to this field that you can find below
-
Senior Trust Officer
2 months ago
Los Gatos, United States Kinect Full timeThe Sr. Trust Officer is responsible for proactive client service, account growth, client retention, risk management, and overall administration of assigned book of business.Duties and ResponsibilitiesEstate settlement and Trust Administration, including inventory and collection of trust assets, research and coordinate payment of debts and taxes, process...
-
Estates & Trusts Attorney
7 days ago
Los Angeles, United States Offit Kurman, P.A. Full timeEstates & Trusts -Senior Associate/ Junior Partner (LA)Offit Kurman is expanding its LA Estates and Trusts team.Job Requirements:Ten plus (10+) years of experience practicing trusts and estates law.Ability to first-chair draft both basic and sophisticated estate planning documents which incorporate estate and income tax planning including irrevocable...
-
Estates & Trusts Attorney
6 days ago
Los Angeles, United States Offit Kurman, P.A. Full timeEstates & Trusts -Senior Associate/ Junior Partner (LA)Offit Kurman is expanding its LA Estates and Trusts team.Job Requirements:Ten plus (10+) years of experience practicing trusts and estates law.Ability to first-chair draft both basic and sophisticated estate planning documents which incorporate estate and income tax planning including irrevocable...
-
Estates & Trusts Attorney
21 hours ago
los angeles, United States Offit Kurman, P.A. Full timeEstates & Trusts -Senior Associate/ Junior Partner (LA)Offit Kurman is expanding its LA Estates and Trusts team.Job Requirements:Ten plus (10+) years of experience practicing trusts and estates law.Ability to first-chair draft both basic and sophisticated estate planning documents which incorporate estate and income tax planning including irrevocable...
-
Senior Trust and Estates Attorney
6 days ago
Los Angeles, United States The Ladders Full timeDirect Counsel is seeking an experienced Trusts and Estates Attorney to join a prominent law firm with a strong national presence in their esteemed Trusts & Estates Taxation Department in their Los Angeles, San Francisco or Irvine office. The ideal candidate will possess a minimum of 10 years of experience in trust administration and sophisticated estate...
-
Senior Trust and Estates Attorney
3 weeks ago
Los Angeles, United States Direct Counsel, LLC Full timeJob DescriptionJob DescriptionDirect Counsel is seeking an experienced Trusts and Estates Attorney to join a prominent law firm with a strong national presence in their esteemed Trusts & Estates Taxation Department in their Los Angeles, San Francisco or Irvine office. The ideal candidate will possess a minimum of 10 years of experience in trust...
-
Senior Trust and Estates Attorney
3 months ago
Los Angeles, United States Direct Counsel, LLC Full timeJob DescriptionJob DescriptionDirect Counsel is seeking an experienced Trusts and Estates Attorney to join a prominent law firm with a strong national presence in their esteemed Trusts & Estates Taxation Department in their Los Angeles, San Francisco or Irvine office. The ideal candidate will possess a minimum of 10 years of experience in trust...
-
Los Angeles, California, United States Avenir Senior Living Full timeJob Overview: Overnight Security for Premier Memory Care Facility Are you passionate about making a positive impact in the lives of seniors? At Avenir Memory Care Westside, your contributions are valued and meaningful. Avenir Senior Living is a family-owned organization that operates specialized Memory Care Communities across the United States and Canada....
-
Sales Counselor
3 months ago
Los Angeles, United States Discovery Senior Living Full timeJob DescriptionJob DescriptionAbout Discovery Senior LivingDiscovery Senior Living ranks prominently among the 5 largestsenior housing providers in the US, and is nationally renowned for designing,developing, marketing, and operating a multi-brand portfolio of upscale, luxurysenior-living communities. With over 250 communities in nearly 40states, and 15,000...
-
Estate Planning and Trust Attorney
5 days ago
Los Angeles, California, United States Jobot Full timeExceptional opportunity with a clear path to partnership, 1800 billable hours plus bonuses, and a strong emphasis on work/life balance.About the Firm:With over 60 years of experience, we prioritize a healthy work/life balance and foster a culture of continuous learning and open communication for all our employees.Why Consider This Role?Hybrid work model...
-
Product Manager
3 months ago
Los Angeles, United States Trust Full timeJob DescriptionJob DescriptionWhy Join Us?Trust is the growth network for emerging brands, helping them grow smarter and faster, together. Brands that join the Trust network can band together to get benchmarked KPIs, trusted insights, and extended payment terms for their growth investments – all 100% free. Trust is headquartered in Los Angeles and is...
-
Business Office Manager
3 months ago
Los Angeles, United States Ciela Senior Living Full timeJob DescriptionJob DescriptionAbout Ciela Senior Living:Ciela offers seniors a state-of-the-art community which features incredible 360-degree views, expansive outdoor spaces, floor-to-ceiling windows, light-filled residences, gourmet California cuisine, engaging activities and a robust wellness program designed by Los Angeles’ top health...
-
Los Angeles, California, United States Jobot Full timeJoin a reputable firm with a clear path to partnership, offering a balanced work/life environment and competitive compensation.About the Firm:This esteemed firm has been a leader in the industry for over 60 years, prioritizing a healthy work/life balance and fostering a culture of continuous learning. We maintain an open-door policy to support all team...
-
Trust & Probate Attorney
3 days ago
Los Angeles, United States gpac Full timeWe are seeking an Associate Attorney to join our Trust and Probate Team Requirements: 3-5 years of trust & probate litigation experience About the Firm: Law firm that practices trust and probate law Excellent platform to grow a book and gain career growth Mostly in office Billable requirements: 1800 a year Bonus structure: End year-end discretionary bonus...
-
Trust and Administration Attorney
7 days ago
Los Angeles, United States GPAC Full timeAre you an experienced Trust and Estate Administration Attorney looking for an amazing opportunity for growth and new challenges? gpac, a recruitment company with more than 30 years of experience, is partnered with a well-established Legal firm in Los Angeles that has a focused practice on estate planning, estate and trust administration and estate and trust...
-
Probate and Trust Specialist
5 days ago
Los Angeles, California, United States Jobot Full timeTrusts & Estates Counsel - Leading Legal FirmThis Jobot Job is hosted by: Brandon ZavalaCompensation: $200,000 - $230,000 annuallyAbout Our Firm:We are a distinguished legal practice with a long-standing reputation in California. Our commitment to excellence has earned us a diverse clientele, and we pride ourselves on delivering top-tier legal services on a...
-
Los Gatos, United States LOS GATOS COMMUNITY Part time $24 - $38Job DescriptionJob DescriptionSUMMARY: Under supervision of the Senior Office Technician, responsible for program registration, issuing credit and /or refund vouchers, answering phones, contacting registrants regarding cancellations and possible transfers and greeting the public.ESSENTIAL DUTIES AND RESPONSIBILITIES: Includes the following; other duties may...
-
Trust & Safety Operations Strategist
5 days ago
Los Angeles, California, United States Whatnot Full timePosition Overview: The Trust & Safety Operations Strategist plays a pivotal role in ensuring the secure and responsible use of Whatnot's platform. This position collaborates with various teams, including legal, analytics, product, and operations, to formulate and execute policies that safeguard both buyers and sellers.Key Responsibilities:Designing and...
-
Full Stack Engineer
3 months ago
Los Angeles, United States Trust Full timeJob DescriptionJob DescriptionWhy Join Us?Trust is the growth network for emerging brands, helping them grow smarter and faster, together. Brands that join the Trust network can band together to get benchmarked KPIs, trusted insights, and extended payment terms for their growth investments – all 100% free. Trust is headquartered in Los Angeles and is...
-
API Engineer
3 months ago
Los Angeles, United States Trust Full timeJob DescriptionJob DescriptionWhy Join Us?Trust is the growth network for emerging brands, helping them grow smarter and faster, together. Brands that join the Trust network can band together to get benchmarked KPIs, trusted insights, and extended payment terms for their growth investments – all 100% free. Trust is headquartered in Los Angeles and is...
![Kinect](https://media.trabajo.org/img/noimg.jpg)
Senior Trust Officer
2 months ago
The Sr. Trust Officer is responsible for proactive client service, account growth, client retention, risk management, and overall administration of assigned book of business.
Duties and Responsibilities
- Estate settlement and Trust Administration, including inventory and collection of trust assets, research and coordinate payment of debts and taxes, process beneficiary distributions, preparation of estate notices as required by applicable state law, and coordinate preparation of all required income and estate tax filings.
- Oversee management and/or disposition of trust-owned personal and real estate property.
- Perform post-acceptance and annual administrative account reviews (Reg 9) for assigned accounts.
- Participate in day-to-day activities associated with managing and controlling risk to probate or trust accounts and assure compliance with the governing document and all Trust Company policies and procedures, as well as all applicable state and federal banking regulations.
- Manage new account onboarding, set up and asset transfer follow-up.
- Maintain high client service levels through prompt research and responsiveness to trust beneficiaries, clients, and their centers of influence.
- Read and interpret complex trust instruments, and make decisions based upon knowledge and research.
- Research and recommend appropriate courses of action on non-routine fiduciary matters to senior management and/or applicable governing Committees.
- Maintain proactive client servicing including periodic review of client's financial and estate planning goals and objectives.
- Maintain a continuous knowledge and study of wealth management industry developments, laws, principles, and regulations, including those related to estate, fiduciary, charitable, and tax planning.
- Participate in the development of new business with existing or prospective clients.
- Engage with local community/business groups to develop a positive professional image for the Trust Company (ie Bar Associations, estate, wealth management, and fiduciary-related groups).
- Participate in special projects as needed.
Requirements
- Minimum of 5 years of experience in trust administration and estate settlement, bachelor’s degree or higher, CTFA preferred.
- Familiarity with Trust Accounting Systems.
- Strong knowledge of the principles of trust administration and practical experience in administering trusts governed by California law (Nevada law, a plus).
- Working knowledge of California probate code, CUPIA, as well as estate, GST, gift, and income tax laws as they apply to fiduciaries and beneficiaries.
- Strong background in administering trust-owned real estate, partnerships, and other unique assets.
- Strong understanding of fiduciary risks and related fiduciary issues.
- General knowledge of investment strategies, objectives, and asset allocations
- Solution-oriented and decisive, motivated, independent self-starter with minimal supervision.
- Ability to execute superior organizational, time management, and multi-tasking skills without sacrificing quality or accuracy.
- Excellent interpersonal and communication skills when interacting with co-workers, clients, and their centers of influence.
- Proficiency in Microsoft Office programs, and CRM experience (Salesforce a plus).