Jobs
>
Los Angeles

    Senior Trust Officer - Los Angeles, United States - San Pasqual Fiduciary Trust Company

    San Pasqual Fiduciary Trust Company
    San Pasqual Fiduciary Trust Company Los Angeles, United States

    1 week ago

    Default job background
    Description

    No Recruiters or phone calls, please. We will contact you if you are a potential match for the position.

    Senior Trust Officer

    San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We never sell investment products, which enables us to provide our clients with truly impartial fiduciary service. We devote our skills, expertise, and resources to trust administration and management. We are a small but growing firm located in Downtown Los Angeles, California and Reno, Nevada.

    We are seeking someone to join our Trust Professionals Team in our Downtown Los Angeles location. This is a full-time position working with private trusts, including components of banking, trust and estate law, and asset management.

    Please note that this is NOT a sales position, and it has a HYBRID office/remote schedule. It is NOT 100% remote, and employees are expected to report to the downtown Los Angeles office on a regular basis. This is a new position due to company growth.

    Successful candidates for this role will demonstrate their technical strengths and contribute to our day-to-day client operations, without any requirement for client development. The role requires great attention to detail to comply with all policies, procedures, and trust accounting practices.

    Significant prior knowledge of and experience with trust administration is required

    In addition, a professional demeanor with interpersonal communication skills and the ability to maintain strict confidentiality is a must. You would work as part of a team with the administration of various trust accounts.

    Our Ideal Candidate is:

    Someone with an entrepreneurial mindset, wanting to be directly involved in the day-to-day administration for our clients and embraces the phrase other duties as required.

    Naturally curious, a self-starter interested in learning and welcomes constructive criticism.

    An organized, detail-oriented, hands-on team player who enjoys a challenge.

    Has a problem-solving mentality, can think on their feet and change course quickly and calmly.

    A good communicator, willing and able to take the initiative to pick up the phone to speak with clients or advisors in order to resolve concerns or issues.

    Currently within a commutable distance of our DTLA office.

    Primary Job Duties and Responsibilities

    Serve as Senior Trust Officer on a variety of trusts to ensure each trust is administered in accordance with applicable laws, regulations, and the terms of the governing instrument.

    On-board new trusts including review and interpretation of trust documents to identity any potential issues, marshalling of assets and preparation of internal account set-up forms.

    Apply principals of the California Probate Code applicable to trust administration and understand the tax implications of the various kinds of trusts.

    Effectively establish and manage client relationships through interaction with grantors and beneficiaries.

    Determine beneficiary distribution amounts and frequency and present any discretionary distributions for Trust Committee approval.

    Perform annual reviews of assigned trusts and evaluate the performance of investment advisors assigned to the trusts.

    Establish and maintain relationships with attorneys, CPAs and other professional advisors to assure clients receive quality service and to enhance business development opportunities.

    Other duties as required.

    Educational and Other Requirements

    Bachelors degree (Emphasis in Trust Administration,Business, Finance, Accounting, or Law is preferable

    Additional certification (i.e. JD /MBA/CTFA/CFP/CPA)is strongly preferred.

    8+ years of trust administration or planning experience with a focus on exemplary customer service for high net-worth clients ($1MM+ level clientele).

    Experience with ultra-high net worth multi-generational $50MM+ families with complicated assets and sophisticated trust structures strongly preferred.

    Demonstrated experience with sophisticated trust and asset structures and providing thoughtful client solutions.

    Fully vaccinated against COVID-19.

    Desired Skills

    Strong analytical and problem-solving skills.

    Excellent organizational skills and superior time management.

    Outstanding verbal and written communication.

    Capacity to understand complex legal documents (trusts, wills, court rulings).

    Exceptional attention to detail in all facets of the job.

    The ability to work under pressure and meet deadlines.

    Ability to ask for/take feedback on work and apply changes as necessary.

    Flexible and receptive to contribute in a variety of ways that often arise in a small office environment that may not correlate to the candidates technical skill set, and actively suggest improvements to procedures and policies.

    A strong work ethic, willing to work extended hours as needed.

    Strong preference for previous experience with ClientPoint, TrustDesk and/or OneSource.

    What We Offer

    Medical, dental and vision coverage

    Basic life and long-term disability insurance

    401(K) with company matching

    Parking (or public transportation reimbursement)

    4 weeks paid time off (annual accrual)

    9 paid holidays + 2 paid floating holidays

    Opportunity for growth within the company

    PLEASE NOTE that we are ONLY looking for local candidates. This position is NOT 100% remote and we do not pay for relocation services.

    Salaried exempt compensation commensurate with experience. Salary range is $115,000-$165,000/year. Eligible for increases and/or bonus during annual review based on job performance.

    NO PHONE CALLS OR RECRUITERS, PLEASE

  • San Pasqual Fiduciary Trust Company

    Trust Officer

    1 week ago

    San Pasqual Fiduciary Trust Company Los Angeles, United States

    No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. · Trust Officer · San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell inve ...

  • San Pasqual Fiduciary Trust Company

    Trust Officer

    1 week ago

    San Pasqual Fiduciary Trust Company Los Angeles, United States

    No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. · Trust Officer · San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell inve ...

  • gpac

    Trust Officer

    5 days ago

    gpac Los Angeles, United States

    Job DescriptionAre you looking for a new opportunity? We are seeking an experienced trust officer to join our team managing client trusts and estates. As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, ...

  • gpac

    Trust Officer

    1 week ago

    gpac Los Angeles, United States

    Job Description · Are you looking for a new opportunity? We are seeking an experienced trust officer to join our team managing client trusts and estates. As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate pl ...

  • San Pasqual Fiduciary Trust Company

    Trust Officer

    1 week ago

    San Pasqual Fiduciary Trust Company Los Angeles, United States

    No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. · Trust Officer · San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell invest ...

  • San Pasqual Fiduciary Trust Company

    Assistant Trust Officer

    1 week ago

    San Pasqual Fiduciary Trust Company Los Angeles, United States

    No phone calls or recruiters, please. We will contact you if you are a potential match for the position. · Assistant Trust Officer · San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not ...

  • San Pasqual Fiduciary Trust Company

    Assistant Trust Officer

    6 days ago

    San Pasqual Fiduciary Trust Company Los Angeles, United States

    No phone calls or recruiters, please. We will contact you if you are a potential match for the position. · Assistant Trust Officer · San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not s ...

  • San Pasqual Fiduciary Trust Company

    Senior Trust Officer

    6 days ago

    San Pasqual Fiduciary Trust Company Los Angeles, United States

    No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. · Senior Trust Officer · San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We never sell ...

  • San Pasqual Fiduciary Trust Company

    Assistant Trust Officer

    1 week ago

    San Pasqual Fiduciary Trust Company Los Angeles, United States

    No phone calls or recruiters, please. We will contact you if you are a potential match for the position. · Assistant Trust Officer · San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not ...

  • San Pasqual Fiduciary Trust Company

    Senior Trust Officer

    1 week ago

    San Pasqual Fiduciary Trust Company Los Angeles, United States

    No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. · Senior Trust Officer · San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We never sel ...

  • San Pasqual Fiduciary Trust Company

    Assistant Trust Officer

    3 days ago

    San Pasqual Fiduciary Trust Company Los Angeles, United States

    Administrative Assistants/ Office Support · Kinetic Personnel Group, Inc. · Corona, CA 92880 · posted 05/08/2024 · More... · front runner · Assistant Office Manager · Our Best Life Companies · Canoga Park, CA 91304 · posted 05/07/2024 · More... · front runner · Assistant O ...

  • San Pasqual Fiduciary Trust Company

    Assistant Trust Officer

    2 days ago

    San Pasqual Fiduciary Trust Company Los Angeles, United States

    Administrative Assistants/ Office SupportKinetic Personnel Group, Inc.Corona, CA 92880posted 05/08/2024 runner Assistant Office Manager Our Best Life Companies Canoga Park, CA 91304 posted 05/07/2024 runner Assistant Office Manager Kona Ice Rancho Cucamonga, CA 91701 posted tod ...

  • Bank of America

    Senior Trust Officer

    2 weeks ago

    Bank of America Los Angeles, United States OTHER

    Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...

  • Farmers & Merchants Bank

    Trust Officer

    6 days ago

    Farmers & Merchants Bank Long Beach, United States

    If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. · Trust Officer · Full Time · 2 Professional · Main Office Trust, Long Beach, CA, US · 14 days ago · Requisition ID: 21 ...

  • WEST COAST DENTAL ADMINISTRATIVE SERVICES LLC

    Rda

    6 days ago

    WEST COAST DENTAL ADMINISTRATIVE SERVICES LLC Los Angeles, United States

    Registered Dental Assistant, RDA - Fantastic Career OpportunitiesHigh-end compensation in the industry- · - Large, diverse patient base of all payor types- · - Provide general, specialty and orthodontic services in all offices- · - Established organization committed to quality an ...

  • Securitas Inc.

    Highrise Building

    1 week ago

    Securitas Inc. Los Angeles, United States Full time

    **Security Officer** · We help make your world a safer place. · Securitas is a global company that offers the most advanced and sustainable security solutions in the industry. We are located in 47 countries and have 355,000 employees worldwide and over 150,000 clients. · Securita ...

  • Westwood Healthcare & Wellness Center

    Business Office Manager

    1 week ago

    Westwood Healthcare & Wellness Center Los Angeles, United States

    **$5000 sign on bonus available for new hires hired by 5/31/2024, will be payable after 6 months of employment** · **Position Summary**: · The Business Office Manager (BOM) is responsible to record all facility revenue accurately and ensure timely collection of revenue. · Essenti ...

  • AECOM

    Energy Project Manager

    1 week ago

    AECOM Los Angeles, United States

    **Company Description** Work with Us. Change the World.** · At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world' ...

  • Enterprise Bank & Trust

    Electronic Banking Client Service Officer

    1 week ago

    Enterprise Bank & Trust Los Angeles, United States

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. · With offices in Arizona, C ...

  • Valley Village Care Center

    Business Office Assistant

    5 days ago

    Valley Village Care Center Los Angeles, United States

    Valley Village Care Center is a 99-bed SNF located in North Hollywood, CA. We are seeking a Business Office Assistant. · **Primary Business Office Assistant Responsibilities** · - Complies with the facility's attendance policy requiring regular, reliable, and punctual attendance ...