Hybrid Assistant Trust Officer

San Pasqual Fiduciary Trust Company; Los Angeles (CA); Hybrid; USD 37.000 - 45.000; Vollzeit

Benefits dieser Stelle

Hybrid work schedule

Zusammenfassung

San Pasqual Fiduciary Trust Company in Downtown Los Angeles seeks an Assistant Trust Officer to join our Trust Professionals Team. This full-time role supports trust administration and estate-related matters with a focus on accuracy and compliance in a hybrid office/remote setup.

Ideal candidate has at least 1 year of trust-related experience, strong communication skills, and the ability to maintain confidentiality. Local candidates are preferred, with regular office reporting in Los Angeles.

Qualifikationen

• 1 year of trust administration or related experience.
• Professional demeanor with ability to maintain confidentiality.
• Excellent verbal and written communication.

Aufgaben

• Serve as Assistant Trust Officer to administer trusts per laws and governing instruments.
• On-board new trusts and review pre-acceptance materials.
• Establish and maintain client relationships with grantors and beneficiaries.
• Perform annual reviews of trusts and evaluate investment advisor performance.
• Collaborate with attorneys, CPAs, and other advisors to provide quality service.

Kenntnisse

Interpersonal communication

Attention to detail

Organization

Problem solving

Multi-tasking

Ausbildung

Bachelor's degree in Trust Administration, Business, Finance, Accounting, or Law

Tools

Microsoft Office

Adobe Acrobat

Jobbeschreibung

San Pasqual Fiduciary Trust Company in Downtown Los Angeles seeks an Assistant Trust Officer to join our Trust Professionals Team. This full-time role supports trust administration and estate-related matters with a focus on accuracy and compliance in a hybrid office/remote setup.

Ideal candidate has at least 1 year of trust-related experience, strong communication skills, and the ability to maintain confidentiality. Local candidates are preferred, with regular office reporting in Los Angeles.