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Trust and Estate Administrator
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Trust and Estate Administrator
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Trust and Estate Secretary
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San Francisco, United States Jobot Full timeJob DescriptionJob DescriptionTrust/Estate SecretaryThis Jobot Job is hosted by: Trey MattsonAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $75,000 - $90,000 per yearA bit about us:Our prestigious law firm is seeking a seasoned Permanent Trust and Estate Secretary. The ideal candidate will have a minimum of...
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Trust and Estate Administrator
2 weeks ago
San Francisco, California, United States Jobot Full timeAbout the RoleWe are seeking a highly skilled and experienced Trust and Estate Secretary to join our team at Jobot. As a key member of our Trusts and Estates Department, you will provide administrative and legal support to our clients, ensuring the highest level of service and expertise.ResponsibilitiesDocument Preparation: Prepare, edit, and proofread legal...
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Trust and Estate Administrator
7 days ago
San Francisco, California, United States Jobot Full timeJob SummaryWe are seeking a highly skilled and experienced Trust and Estate Secretary to join our team at Jobot. As a key member of our Trusts and Estates Department, you will provide administrative and legal support to our clients, ensuring the smooth execution of their estate plans.Responsibilities:Prepare, edit, and proofread legal documents, including...
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Trusts & Estates Associate
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Trusts & Estates Associate
1 month ago
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Trust and Estate Secretary
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Chief Lending Officer
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Chief Lending Officer
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Chief Lending Officer
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Senior Trust and Estate Advisor
1 month ago
San Francisco, California, United States Capital Group International Inc. Full timeThe role of the Trust & Estate Senior Specialist is pivotal within Capital Group International Inc. Trust & Estate Senior Specialist About Capital Group: Capital Group's Private Client Services division has a rich history, having been established as a family office for senior executives and their families. Over the years, we have evolved into a...
Trust Officer
4 months ago
Job Description Are you looking for a career change? We are seeking an experienced Trust Officer to join our team managing client trusts and estates. As a T rust Officer , you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, and provide personalized advice around wealth transfer plans. Responsibilities - Administer various types of trusts and estates - Provide clients clear explanations and guidance on trust accounts and estate planning strategies - Review and interpret trust agreements and wills - Determine trust beneficiaries and distributions; execute investment and payout decisions - Manage communications with beneficiaries, executors, attorneys and other related parties - Work closely with investment advisors on developing and implementing investment plans - Stay current on trust, tax, and probate laws and regulation Requirements - Bachelor's degree in Finance, Accounting or related field; JD degree a plus - At least 5 years of experience in trust or estate administration - In-depth knowledge of fiduciary and trust activities - Strong analytical thinker with excellent communication skills - CFP (Certified Financial Planner) or CTFA (Certified Trust & Fiduciary Advisor) preferred As a T rust Officer with our firm, you will have the opportunity to work directly with affluent clients to preserve and continue their wealth transfer legacy plans. This is an excellent position if you are looking to advance your career in wealth management and trust services. Qualified professionals should apply directly for consideration or email resume to esther.holtzclaw@gogpac.com All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
