Corporate Administrator

Now Hiring: Corporate Administrator - Trust & Estates (JD Preferred)

Long Beach & Surrounding Areas

Trust Administration Financial Services High-Net-Worth Clients

This is one of those rare legal roles that doesnt show up often.

Were partnering with ahighly respected boutique legal and fiduciary services organizationthat works closely withtrust companies financial institutions and high-net-worth clients.

Theyre looking to add an experiencedlegal professional with a Juris Doctorto support complex trust estate and fiduciary matters in a highly collaborative detail-driven environment.

If you enjoy operating at the intersection oflaw finance and client service this role offers both intellectual challenge and long-term career stability.

Why This Role Stands Out

• Work onsophisticated trust and estate matterstied to real financial impact
• Partner directly with attorneys trustees financial advisors CPAs and fiduciaries
• Be treated as atrue professional contributor not back-office support
• Exposure to complex assets trust structures and financial documentation
• Stable respected organization with a strong reputation in fiduciary services

What Youll Be Doing

• Supporttrust and estate administrationmatters from inception through resolution
• Draft and review estate planning and trust-related documents
• Prepare probate and trust administration filings pleadings and supporting materials
• Coordinate post-death administration including asset marshaling and notifications
• Communicate with beneficiaries trustees financial institutions and advisors
• Review bank statements accountings tax documents and financial records
• Track deadlines statutory requirements and compliance obligations
• Maintain highly organized case files and prepare reports for leadership
• Assist with fiduciary accountings and distributions
• Partner cross-functionally with legal trust and financial services teams

What Were Looking For

• Juris Doctor (JD) strongly preferred
• Experience intrusts & estates probate fiduciary administration or financial services
• Prior exposure totrust companies wealth management firms or financial institutionsis a major plus
• Strong understanding of estate administration processes and compliance
• Exceptional attention to detail and organizational skills
• Professional communication style with confidence working with HNW clients
• Ability to manage multiple matters and deadlines independently

Nice to Have (Not Required):

• Experience with fiduciary accountings or estate/gift tax filings
• Familiarity with complex assets (real estate business interests investment accounts)
• Background supporting attorneys in trust or probate matters

The Environment

This is a place wherelegal professionals are respected for their judgment included in the process and trusted with meaningful responsibility. Youll work alongside seasoned professionals who value precision collaboration and professionalismwithout the bureaucracy of large firms.

If youre a JD-trained legal professional in the Long Beach area looking to apply your expertise in a trust-focused financially sophisticated environment lets talk.

Apply directly or message for a confidential conversation.