Lead Trust Administrator
2 weeks ago
The Senior Fiduciary Officer plays a crucial role in delivering exceptional client service, driving account expansion, ensuring client loyalty, managing risks, and overseeing the comprehensive administration of a designated portfolio.
Key Responsibilities- Administer trust assets, liabilities, and taxation matters.
- Supervise properties held in trust.
- Conduct thorough administrative account evaluations.
- Mitigate risks and uphold compliance standards.
- Facilitate the onboarding of new accounts and asset transfers.
- Ensure superior levels of client service.
- Interpret trust documents and make informed decisions.
- Investigate and propose actionable strategies.
- Stay informed on advancements in the wealth management sector.
- Generate new business opportunities.
- Engage with community and business organizations.
- Contribute to special initiatives and projects.
- At least 5 years of experience in trust administration.
- Bachelor's degree or higher; CTFA designation is preferred.
- Familiarity with Trust Accounting Systems.
- Solid understanding of trust administration principles.
- Experience in managing trusts governed by legal frameworks.
- Knowledge of fiduciary-related tax regulations.
- Expertise in investment strategies and asset distribution.
- Exceptional organizational and time management abilities.
- Strong interpersonal and communication skills.
- Proficiency in Microsoft Office applications.
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Administrative Coordinator
2 days ago
San Francisco, California, United States U.S. Trust Full timeJob Summary: We are seeking a highly skilled and detail-oriented Administrative Assistant/Receptionist to join our team at U.S. Trust. As a key member of our support staff, you will be responsible for providing exceptional customer service, managing administrative tasks, and maintaining a high level of professionalism in a fast-paced environment.Key...
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San Francisco, California, United States Presidio Trust Full timeJob SummaryThe Presidio Trust is seeking a highly skilled Environmental Health and Safety Specialist to join our team. As a key member of our Department of Safety, you will play a critical role in ensuring the health and safety of our employees, visitors, and the environment.Key ResponsibilitiesConduct Comprehensive Compliance Reviews: Conduct thorough...
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Lead Specialist in Trust
2 weeks ago
San Francisco, California, United States ClassDojo Full timeAt ClassDojo, our mission is to provide every child on the planet with an education they cherish. We began our journey by creating a robust communication network. Our flagship application stands as the leading communication tool connecting K-8 educators, students, and families worldwide. It is utilized by teachers to share daily activities through photos,...
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San Francisco, California, United States Trust A-tech Full timeWe are seeking a **Program Manager** to spearhead initiatives primarily aimed at synchronizing technical strategies and facilitating execution between our internal engineering divisions and key cloud partners.Our AI models are available on both our proprietary platforms and API, as well as on major cloud services.It is essential to ensure effective...
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Trust & Safety Product Lead
2 weeks ago
San Francisco, California, United States Russell Tobin Full timePosition OverviewContract Duration: 8+ MonthsLocation: RemoteCompensation: $50/hr W2 - $54/hr W2About the Opportunity:We are looking for a Product Lead to spearhead our Trust & Safety division. In this role, you will be responsible for upholding the integrity of user-generated content, safeguarding against fraudulent activities, and ensuring the security of...
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San Francisco, California, United States KPMG Full timeAbout the RoleWe are seeking a highly skilled Tax Senior Associate to join our Tax practice at KPMG. As a Tax Senior Associate, you will play a key role in preparing, reviewing, and analyzing fiduciary income tax returns for administrative trusts and estates.ResponsibilitiesPrepare and Review Tax Returns: Prepare, review, and analyze fiduciary income tax...
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Lead IT Systems Administrator
7 days ago
San Jose, California, United States InsideHigherEd Full timeSENIOR SYSTEMS ENGINEERPosition Overview:The Senior Systems Engineer is a pivotal role within the IT Support Services team, responsible for overseeing the installation, maintenance, and security of information systems and server infrastructure. This position operates under the guidance of the Executive Director of ITSS and requires a commitment to a...
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Trust Administration Paralegal
2 weeks ago
San Francisco, California, United States Jobot Full timeTrust and Estates Legal AssistantThis position is hosted by Jobot.Salary: $80,000 - $90,000 annuallyAbout Us:We are on the lookout for a dedicated and experienced Permanent Paralegal to become a vital part of our innovative legal team. This role presents a unique opportunity for an individual who excels in a dynamic and demanding setting and is keen to...
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Trust and Estate Attorney
2 days ago
San Francisco, California, United States Jobot Full timeJob SummaryWe are seeking a highly skilled Trust and Estate Attorney to join our dynamic legal team at Jobot. As a key member of our team, you will provide comprehensive legal counsel and support on a broad range of trust and estate matters, including managing conservatorships, probate administration, and tax planning.Key ResponsibilitiesProvide...
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Administrative Executive
2 weeks ago
San Jose, California, United States James C Neathery & Assoc., Inc Full timeJob OverviewWe are in search of a highly skilled and organized Administrative Executive to provide comprehensive support to our leadership team. The successful candidate will play a crucial role in facilitating seamless operations and enhancing the overall productivity of the organization. This position demands a high degree of professionalism,...
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Administrative Support Specialist
7 days ago
San Diego, California, United States Lead Staffing Full timeJob OverviewThe Production Assistant role involves providing essential administrative support within the Program Management Office (PMO). This position is crucial for maintaining operational efficiency and ensuring that all project documentation is organized and accessible.Key ResponsibilitiesManage incoming phone calls and direct them to the relevant...
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Administrative Support Specialist
7 days ago
San Diego, California, United States Lead Staffing Full timeJob OverviewThe role of the Production Assistant is crucial in ensuring smooth operations within the Program Management Office (PMO). This position involves a variety of administrative responsibilities aimed at supporting project management functions effectively.Key ResponsibilitiesManage incoming phone calls and direct them to the relevant personnel.Prepare...
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Administrative Support Specialist
7 days ago
San Diego, California, United States Lead Staffing Full timeJob OverviewThe role of the Production Assistant is crucial in providing comprehensive administrative support within the Program Management Office (PMO). This position is responsible for a variety of tasks that ensure smooth office operations and project management efficiency.Key ResponsibilitiesManage incoming phone calls and direct them to the appropriate...
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Team Lead
4 days ago
San Jose, California, United States 7043 White Rd - Carl's Jr Full timeJob OverviewAt 7043 White Rd - Carl's Jr, we are seeking a highly motivated and experienced Shift Leader to join our team. As a Shift Leader, you will be responsible for ensuring that our restaurant operates efficiently and effectively, providing exceptional customer service, and leading a team of employees to achieve our goals.Key ResponsibilitiesCustomer...
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Lead Systems Administrator
2 weeks ago
San Diego, California, United States AMERICAN SYSTEMS Full timePosition Title: Senior Systems Administrator - Public Trust ClearanceWork Arrangement: Flexible options including Remote/HybridCompany Overview: AMERICAN SYSTEMS is a prominent contractor in government services, dedicated to providing Strategic Solutions for national priority initiatives.Role Overview:Enhance and sustain enterprise-level monitoring software...
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Lead Systems Administrator
2 weeks ago
San Diego, California, United States AMERICAN SYSTEMS Full timePosition Title: Senior Systems Administrator - Public Trust ClearanceWork Environment: Flexible options available including remote and hybrid arrangementsCompany Overview: AMERICAN SYSTEMS is a prominent contractor in government services, dedicated to providing strategic solutions for national priority initiatives.Role Overview:Enhance and oversee...
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Lead Systems Administrator
2 weeks ago
San Diego, California, United States AMERICAN SYSTEMS Full timePosition Title: Senior Systems Administrator - Public Trust ClearanceWork Environment: Flexible options available including remote and hybrid settingsCompany Overview: AMERICAN SYSTEMS stands as a prominent contractor in government services, dedicated to providing strategic solutions for national priority initiatives.Role Overview:Enhance and sustain...
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Lead Systems Administrator
7 days ago
San Diego, California, United States AMERICAN SYSTEMS Full timePosition Title: Senior Systems Administrator - Public Trust ClearanceWork Environment: Flexible options available including remote and hybrid arrangementsCompany Overview: AMERICAN SYSTEMS is a prominent contractor in government services, dedicated to providing strategic solutions for national priority initiatives.Role Overview:Enhance and sustain...
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Lead Systems Administrator
2 weeks ago
San Diego, California, United States AMERICAN SYSTEMS Full timePosition Title: Senior Systems Administrator - Public Trust ClearanceLocation: Various locations including San Diego, CA and Washington, DCEmployment Type: Remote/HybridCompany Overview: AMERICAN SYSTEMS is a prominent government services contractor dedicated to providing Strategic Solutions for national priority initiatives.Role Overview:Enhance and sustain...
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Lead Systems Administrator
7 days ago
San Diego, California, United States AMERICAN SYSTEMS Full timePosition Title: Senior Systems Administrator - Public Trust ClearanceLocation: Various locations including San Diego, CA and Washington, DCEmployment Type: Remote/HybridCompany Overview: AMERICAN SYSTEMS is a prominent contractor in government services, dedicated to providing Strategic Solutions for national priority initiatives.Role Overview:Enhance and...