Trust Officer
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Job Location:
Torrance, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
15 hours ago
Vacancies:
1 Vacancy
Job Summary
Are you passionate about delivering exceptional client service and building trusted relationships with high-net-worth clients
Were looking for aTrust Officerto join a growing Fiduciary Company in Los Angeles County. Youll play a key role in managing and administeringcomplex trust and investment relationshipsranging 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
- CTFA required
- JD CPA CFA preferred but not required
- 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 the ability to build strong relationships with centers of influence
This onsite opportunity offers a base salary of up to $150k and a comprehensive benefits package.
If youre ready to take the next step in your trust and wealth management career and make an impact on clients financial futures wed love to connect.
Apply today or message to learn more.
Required Experience:
Unclear Seniority
Key Skills
- CCTV
- Federal Agencies
- Customer Service
- Clearance
- Facility
- Suspicious Activity
- Property Damage
- Public Safety
- Daily Operations
- Professional Development
- Access Control
- Communication
- General Public
- Procedures
- Powerpoint
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
