Summer Associate
2 weeks ago
Summer Associate
No phone calls, please. We will contact you if you are a potential match for the position.
San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell investment products, which enables us to provide our clients with truly impartial fiduciary service. We devote our skills, expertise, and resources to trust administration and management. We are a small but growing firm located in Downtown Los Angeles, California and Reno, Nevada.
We are seeking candidates to participate in our 6-week Summer Associate Program. During the program, Summer Associates will assist our teams in their trust administration duties while learning the basic principles of trust administration and how we interface with industry-professionals in the legal, accounting, real estate, and investment management professions. Successful Summer Associates may receive offers to join San Pasqual as full-time employees upon graduation.
Please note that this is an in-person position, and you will be expected to report to the Los Angeles office on a regular basis for the duration of the program.
The program will run from June 23, 2025 through August 1, 2025. Summer Associates will be expected to work up to 40 hours per week. Applicants will be evaluated on a rolling basis, with an interview and offer period for early applicants, and then a final deadline and interview process.
Early Applicants: Applications received by January 10th, 2025, will be considered early. Applicants from the early application pool selected for in-person interviews will be notified on January 17th, 2025, and those interviews will take place on January 31st, 2025. Successful candidates will receive an offer by February 7th, 2025.
Regular Applicants: The final application deadline is April 11th, 2025. Applicants selected for in-person interviews will be notified on April 18th, 2025, and in-person interviews will take place on April 25th, 2025. Successful candidates selected from our final in-person interview will be notified of our final offer decision by May 2, 2025.
Our Ideal Candidate is:
· Naturally curious, a self-starter interested in learning and who welcomes constructive criticism.
· An organized, detail-oriented, hands-on team player who enjoys a challenge.
· Has a problem-solving mentality, can think on their feet and change course quickly and calmly.
· A good communicator, willing and able to take the initiative to pick up the phone to speak with clients or advisors in order to resolve concerns or issues.
Primary Responsibilities
· Assist on annual account reviews to learn basics of trust administration
· Analyze Trust instrument and answer basic questions about the document
· Perform research and complete special projects as assigned
· Help with preparation of business correspondence to outside parties
· Assist with internal forms to learn about types of assets and their valuation methods.
· Review statements to track cash flow within accounts
Requirements:
· Current Undergraduate College Student (Junior or Senior)
· Provide Unofficial Transcript
· 1-2 Professional References are preferred, but not required
· Fully vaccinated against COVID-19
Desired Skills
· Excellent organizational and time management skills
· Outstanding verbal and written communication
· Strong analytical and problem-solving skills
· Capacity to follow complex instructions
· Exceptional attention to detail in all facets of the job
· Experience with MS Excel and Word
· The ability to work under pressure, meet deadlines and multi-task
· Ability to ask for/take feedback on work and apply changes as necessary
NO PHONE CALLS OR RECRUITERS, PLEASE
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