We have other current jobs related to this field that you can find below

  • Mobile Engineering Manager, Trust

    2 months ago

    Oakland, California, United States Block Full time

    Company DescriptionIt all started with an idea at Block in 2013. Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic ecosystem, developing unique financial products, including Afterpay/Clearpay, to provide a better way to send, spend, invest, borrow and save to our 47...

  • Security Trust

    2 weeks ago

    Oakland, United States Everlaw Full time

    At Everlaw, our mission is to promote justice by illuminating the truth, and we're changing the way that legal teams at law firms, corporations, government agencies, and nonprofits find the information they need to achieve their truth-finding goals. We are looking for a dedicated and experienced Security Trust and Compliance Program Manager to enhance...

  • Security Patrol Officer

    6 days ago

    Oakland, California, United States Carranza & Associates Security Services Full time

    Job OverviewWe are currently seeking a dedicated and vigilant Security Patrol Officer to join our team. This position involves overseeing and ensuring the safety of various locations during the designated shifts.Key ResponsibilitiesMonitor premises to prevent theft, violence, or infractions of rules.Conduct regular patrols and inspections of assigned...

  • Business Office

    3 months ago

    Oakland, United States MGM Healthcare Full time

    At Oakland Manor, we deliver the highest quality of care for every resident through our most valuable asset: you. We seek compassionate and thoughtful individuals who share our passion for exceptional care in senior living. Oakland Manor partners with a vast network of skilled nursing centers across 3 states to support our small team environment of caring...

  • Office Assistant/Customer Service Representative

    3 weeks ago

    Oakland, United States Costa Auto Care and Tire Full time $20

    Job Title: Customer Success Representative (CSR) / Office AssistantLocation: Costa Auto Care and Tire, 10201 Macarthur Blvd. Oakland, CA 94605Job Type: Full-TimeCompensation: Starting at $20/hrAbout Us: Costa Auto Care and Tire is a trusted name in the Oakland community, offering reliable automotive repair and tire services. We pride ourselves on delivering...

  • Office Assistant/Customer Service Representative

    3 weeks ago

    Oakland, United States Costa Auto Care and Tire Full time

    Job Title: Customer Success Representative (CSR) / Office AssistantLocation: Costa Auto Care and Tire, 10201 Macarthur Blvd. Oakland, CA 94605Job Type: Full-TimeCompensation: Starting at $20/hrAbout Us: Costa Auto Care and Tire is a trusted name in the Oakland community, offering reliable automotive repair and tire services. We pride ourselves on delivering...

  • Chief Executive Officer

    6 days ago

    Oakland, California, United States Intertribal Friendship House Oakland Full time

    Position Overview:The Chief Executive Officer (CEO) holds the ultimate responsibility and authority for the leadership and management of Intertribal Friendship House (IFH). The CEO is tasked with formulating an organizational strategy that aligns with the mission and vision of IFH, ensuring its sustainability, and translating this strategy into actionable...

  • Chief/Director Partnerships Officer

    1 month ago

    Oakland, United States Oakland Promise Full time

    *Cover Letter and Resume Required & we require you to reside in Oakland/Bay AreaJob Purpose:The Chief/Director Partnerships Officer is a new position at Oakland Promise, reports to the CEO, and serves on the Executive Team of the organization. (However, we recognize that exceptional talent comes in many forms. If a candidate demonstrates strong potential but...

  • Gift Planning Officer

    3 months ago

    Oakland, United States American Red Cross Full time

    WHY CHOOSE US? As one of the nation’s premier humanitarian organizations, the American Red Cross is dedicated to helping people in need throughout the United States and, in association with other Red Cross networks, throughout the world. When you join our team, you have a direct impact on a meaningful mission, and you can help save lives every day....

  • PT Personal Banker

    4 weeks ago

    Oakland, United States First Farmers Bank and Trust Company Full time

    Job Type Part-time Description Part Time Personal BankerDEPARTMENT: Retail CLASSIFICATION: Non-Exempt REPORTS TO: Branch Manager/Assistant Branch Manager SUPERVISES: None Position Summary: The Part Time Personal Banker is cross trained in all aspects of retail banking in order to provide the best customer experience in every interaction. This position is...

  • Chief Executive Officer

    1 month ago

    Oakland, United States Family Bridges, Inc. Full time

    Family Bridges, Inc. is a multi-service health and human services non-profit organization that has been serving the Asian American Pacific Islander community in East Bay for over 50 years. We serve approximately 10,000 clients annually, principally non-English monolingual and LEP-speaking moderate-to-low-income East Bay residents. Our programs include...

  • Chief Executive Officer

    1 month ago

    Oakland, United States Family Bridges, Inc. Full time

    Family Bridges, Inc. is a multi-service health and human services non-profit organization that has been serving the Asian American Pacific Islander community in East Bay for over 50 years. We serve approximately 10,000 clients annually, principally non-English monolingual and LEP-speaking moderate-to-low-income East Bay residents. Our programs include...

  • Chief People Officer

    6 days ago

    Oakland, California, United States The Greenlining Institute Full time

    Job OverviewAbout The Greenlining InstituteThe Greenlining Institute envisions a future where communities of color can build wealth, thrive in healthy environments filled with economic opportunities, and are prepared to face the challenges of climate change. Guided by principles of equity practice and systems change, we incubate and advocate for innovative...

  • Billing Clerk

    1 month ago

    Oakland, United States The Nieves Law Firm, APC Full time

    Job DescriptionJob DescriptionAt The Nieves Law Firm, we believe in creating trusting relationships with clients. We are a supportive, empowering, and strategic firm that takes the “criminal” out of criminal defense. Our mission is to restore the reputations of those accused of crimes and help them plan for the future.We are seeking a reliable and...

  • Program Manager/Counselor

    3 months ago

    Oakland, United States LifeLong Medical Care Full time

    Benefits Compensation: $70k - $75k/year. We offer excellent benefits including: medical, dental, vision (including dependent and domestic partner coverage), generous leave benefits including ten paid holidays, Flexible Spending Accounts, 403(b) retirement savings plan. COVID-19 Vaccine Policy In accordance with LifeLong Medical Care's commitment to...

  • Billing Operations Coordinator

    6 days ago

    Oakland, California, United States The Nieves Law Firm, APC Full time

    Job OverviewAt The Nieves Law Firm, we prioritize building trustworthy relationships with our clients. Our firm is supportive, empowering, and strategic, aiming to transform the perception of criminal defense. Our goal is to restore the reputations of individuals facing criminal accusations and assist them in planning for a brighter future.We are in search...

  • Accounts Receivable Specialist

    6 days ago

    Oakland, California, United States The Nieves Law Firm, APC Full time

    Job OverviewAt The Nieves Law Firm, we prioritize building strong, trustworthy relationships with our clients. Our firm is dedicated to providing supportive and strategic legal services, focusing on transforming the perception of criminal defense. Our goal is to help individuals regain their reputations and prepare for a brighter future.We are currently in...

  • Financial Advisor

    3 months ago

    Oakland, United States Edward Jones Full time

    Job DescriptionJob OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones,...

  • Financial Advisor

    3 months ago

    Oakland, United States Edward Jones Full time

    Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...

  • Senior Tax Consultant

    22 hours ago

    Oakland, California, United States Krutilla & Associates Inc Full time

    Job OverviewKrutilla & Associates Inc is a dynamic CPA firm located in Walnut Creek, focusing on tax and advisory services for a diverse range of large and mid-sized clients. Our clientele includes real estate opportunity funds, investment trusts, homebuilders, technology firms, professional service organizations, and affluent individuals.We are looking for...

Trust Officer

3 months ago

Oakland, United States Gpac Full time

We are seeking a Trust Officer with a strong background in trust and estate administration for a full-time position with a growing boutique firm dedicated to providing trustee and fiduciary services. Our Trust Officers serve as relationship managers to our clients by providing support and guidance in managing their trust and estate administration needs.

The ideal candidate will possess superior communication and interpersonal skills and have three or more years of experience as a trust officer. This is a great opportunity for candidates looking to advance their career with a competitive salary.

Qualifications & Skills:

  • Bachelor's Degree required (graduate and law degrees are desirable)
  • 3+ years working experience in trust and estate administration required
  • Experience as a Trust Officer, Trust Relationship Manager, or similar position
  • Comprehensive understanding of the role of fiduciaries and delivery of trust services
  • Experience working on complex trust issues for high net worth individuals
  • Proficient working with Microsoft Office and Windows operating environment
  • Exceptional written and oral communication skills
  • Ability to manage multiple priorities and meet deadlines
  • A degree or background in Tax is preferred, but not required

Essential Duties:

  • Manage assigned trust relationships including all aspects of opening, administering, and closing of trust and fiduciary business
  • Complete all necessary regulatory reporting regarding trust accounts
  • Review legal documents, correspondence and forms and ensure compliance with policies, procedures, governing documents and applicable regulations
  • Identifying and reporting compliance/risk related matters as well as assisting with the management and mitigation of risk
  • Acting as a fiduciary while protecting the interests of the trust company and working in a fiduciary capacity for your clients
  • Build multi-generational relationships with members to retain assets held in trust
  • Maintain awareness of emerging products and services and new developments in the industry
  • Stay current on all laws and regulations related to the administration of trust accounts

Benefits:

  • Close-knit, collaborative office environment
  • Competitive compensation, supplemented with bonuses
  • No billable hours
  • Advancement track to Shareholder
  • Health/medical benefits
  • 401(k) savings plan

To apply, please forward your resume in confidence to Jordan at jordan.wheelergogpac, or reach out directly for more details on this opportunity.

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.