Trust Administrator
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Job Location:
Newport Beach, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
29 days ago
Vacancies:
1 Vacancy
Job Summary
Now Hiring: Jr. Trust Administrator Long Beach CA
Are you passionate about delivering exceptional client service and building trusted relationships with high-net-worth clients
Were looking for a Jr. Trust Administrator to join our growing team and play a key role in managing and administering complex trust and investment relationships ranging from $1M to $25M.
In this role youll work closely with clients attorneys and financial professionals to ensure each trust is administered with precision care and expertise. This is an incredible opportunity to grow your career in wealth management and trust administration with a collaborative client-focused team.
What Youll Do:
- Administer a portfolio of trust accounts while delivering an exceptional client experience
- Collaborate with trust counsel tax specialists and other internal partners to ensure proper documentation and administration
- Partner with external professionals attorneys accountants and co-trustees to ensure compliance with governing trust documents
- Maintain proactive communication with clients through calls correspondence and meetings
- Develop deep expertise in personal trust to serve as a resource to clients and internal partners
- Identify opportunities to deepen client relationships and deliver additional value
What You Bring:
- Bachelors degree required; advanced certifications (JD CPA CFA CTFA) preferred
- 5 years of relevant experience in wealth management or trust administration
- Strong understanding of trust and investment management practices
- Excellent communication and client advisory skills
- A professional network and ability to build strong relationships with centers of influence
Location: Long Beach CA
Client Base: High-net-worth clients with accounts from $1M$25M
If youre ready to take the next step in your trust and wealth management career and make an impact in clients financial futures wed love to connect.
Apply today or send a message to learn more.
Required Experience:
Unclear Seniority
Key Skills
- Hadoop
- Microsoft Windows Server
- Windows
- Apache
- Linux
- SAN
- Shell Scripting
- System Administration
- Administrative Experience
- Scripting
- Oracle
- Troubleshooting
About Company
We're an Executive Search and Recruitment Agency based in Los Angeles. We work with: Private Equity, Technology, NonProfits, Healthcare, Public Accounting, Entertainment, Manufacturing, Consumer Product Goods/Services, Legal, Financial Services and more. Over 10 years of recruiter exp ... View more
