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Trust Administration Officer II

1 month ago

San Rafael, California, United States City National Bank Full time
Job Summary

We are seeking a highly skilled Trust Administration Officer II to join our team at City National Bank. This is an entry-level position responsible for administering personal trust accounts, including testamentary and intervivos trusts, foundations, and agency accounts.

Key Responsibilities
  • Administer personal trust accounts, including reviewing and revising paperwork, preparing account paperwork, and analyzing anticipated income to ensure sufficient cash is maintained.
  • Initiate annual administrative reviews of trust accounts, review files for completed forms, codes, payments, and transactions, and ensure accuracy.
  • Produce and review various tax reports for clients and intermediaries, research tax deficiency notices, pay estimated taxes, and allocate tax payments between principal and income.
  • Coordinate the setup, tracking, and monitoring of personal property inventory, including real estate, mineral, oil, and gas, intellectual properties, and special financial assets.
  • Provide exceptional client service by responding to client and colleague inquiries, and communicating with advisors and intermediaries regarding account administration and maintenance.
Requirements
  • Minimum 4 years of experience in personal trust administration required.
  • Minimum 4 years of experience in a financial services organization required.
  • Minimum 4 years of administrative/clerical experience required.
  • Bachelor's degree required; J.D. degree a plus.
  • Up to three years' experience in trust administration preferred.
  • Strong written and verbal communication skills required.
What We Offer

City National Bank offers a competitive salary range of $65,296 - $104,304 per year, with the potential for bonus and/or commissions. We also offer a comprehensive benefits package and opportunities for professional growth and development.

City National Bank is an equal opportunity employer committed to diversity and inclusion. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional client service.