Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Trust Officer - Estate & Fiduciary Advisor

$150k - $160k

Parallel Advisors, LLC

A growing financial advisory firm seeks a Trust Officer to manage fiduciary duties for a portfolio of complex trust and estate relationships. Responsibilities include the onboarding of diverse trust structures and acting as the primary fiduciary contact for high-net-worth clients. The ideal candidate has 7-10 years in trust administration, profound understanding of California trust and probate laws, and strong interpersonal skills. The position offers a salary range of $150,000 to $160,000 plus incentive awards, benefits, and professional development opportunities. #J-18808-Ljbffr Parallel Advisors, LLC

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Trust Officer - Estate & Fiduciary Advisor in Beverly Hills, CA vacancy
  • Fifth Third Bank in Costa Mesa, CA is seeking a Trust Advisor to provide fiduciary expertise and deliver high-quality fiduciary solutions to clients,...  ...Advisor Solutions to grow regional relationships, review estate plans, and coordinate with tax and legal teams to ensure... 
    Senior

    Fifth Third Bank

    Los Angeles, CA
    4 days ago
  • City National Bank is seeking a Trust Officer to administer estate and personal trust accounts. This role involves legal review and partnership across departments to ensure compliance and maximize efficiency in managing trust relationships. The ideal candidate will have... 
    Senior

    City National Bank

    Los Angeles, CA
    4 days ago
  • $76k - $125.3k

     ...San Jose Opportunity When you join our Fiduciary/Trust Tax Services team, you’ll be at the...  ...state income tax returns for trusts and estates. Review and interpret wills and trust...  ...at recommendations. Support managers, senior managers and PPEDs with reconciling returns... 
    Senior
    Contract work

    EY

    Los Angeles, CA
    4 days ago
  • $131.67k - $160.93k

     ...risk management, and servicing of assigned fiduciary and investment management accounts...  ...Charitable/Philanthropic Accounts, ILITs, Estates, etc.). Will likely work as part of a team...  ...experience 10 or more years of experience in Trust administration Professional Designation... 
    Senior
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Los Angeles, CA
    2 days ago
  • $111.41k - $189.74k

     ...Trust Officer Administer estate and personal trust accounts including testamentary and intervivos trusts...  ...Development colleagues (Banker, Financial Advisor, Portfolio Manager, etc.) to ensure...  ...You Do? Administer and interpret fiduciary accounts in accordance with... 
    Suggested
    Work at office
    Local area
    Remote work

    City National Bank

    Los Angeles, CA
    4 days ago
  • $76k - $125.3k

     ...Insurance, and Real Estate, Hospitality and...  ...institutions are trusted and flourish, and...  ...When you join our Fiduciary/Trust Tax Services...  ...Support managers, senior managers and PPEDs...  ...and client trust officers to gather required...  ...status as a trusted advisor to maintain and further... 
    Senior
    Contract work
    Summer holiday
    Flexible hours

    Ernst & Young Oman

    Los Angeles, CA
    3 days ago
  • $100k

     ...growing Registered Investment Advisor firms in the country....  ...fee-only wealth management, estate planning through Trajan...  ...bring them together under one fiduciary standard - the Family Office. Role Overview Trajan...  ...seminar platform to build trust, drive engagement, and generate... 
    Temporary work
    Work at office
    Local area

    Trajan Wealth LLC

    Los Angeles, CA
    2 days ago
  • Fifth Third Bank, N.A. is seeking a Trust Advisor to provide fiduciary expertise and deliver high-quality fiduciary solutions to clients in Los Angeles, California. The successful candidate will manage personal trusts while ensuring compliance with legal and regulatory... 

    Fifth Third Bank, N.A.

    Los Angeles, CA
    3 days ago
  • Innovative Metrics is an early-stage DTC startup in the supplement and vitamin space seeking a Senior Media Buyer to own the full acquisition engine. You will manage paid channels, creative strategy, and funnel optimization with a proven track record of scaling to high... 
    Senior

    Innovative Metrics

    Beverly Hills, CA
    3 days ago
  • $150k - $160k

     ...Job Description The Trust Officer is responsible for supporting and facilitating...  ...ongoing success of Parallel Advisors. This position reports directly...  ...you will serve as the primary fiduciary lead for a portfolio of complex trust and estate relationships. This role sits at... 
    Work at office

    Parallel Advisors LLC

    Beverly Hills, CA
    5 days ago
  • Ernst & Young Oman is seeking a professional in Fiduciary/Trust Tax Services to support tax compliance engagements. You will prepare tax information statements, returns, and provide comprehensive tax advice. Ideal candidates should have a Bachelor’s degree in Accounting... 
    Senior
    Flexible hours

    Ernst & Young Oman

    Los Angeles, CA
    2 days ago
  • $106k

     ...are currently seeking a mid to senior level associate to support our Trust and Estate Litigation practice group in our...  ..., Los Angeles, or Orange County offices. This group has extensive experience...  ..., professional, and corporate fiduciaries and beneficiaries in the full... 
    Senior

    Buchalter PC

    Los Angeles, CA
    2 days ago
  • $350k

     ...ArentFox Schiff is seeking a Senior Associate (8th-year class or...  ...join its Private Clients, Trusts & Estates practice. This position is open...  ...in any ArentFox Schiff office location nationwide. The attorney...  ...understanding of income, fiduciary, estate, gift, and generation... 
    Senior
    Private practice
    Work at office
    Flexible hours
    Shift work

    ArentFox Schiff LLP

    Los Angeles, CA
    2 days ago
  • $85k - $145k

    City National Bank is looking for a Compliance Specialist Senior in Wealth Management in Los Angeles. The role includes establishing compliance programs, monitoring client activity, and serving as an internal consultant. Required are a Bachelor's Degree, a minimum of 5... 
    Senior

    City National Bank

    Los Angeles, CA
    2 days ago
  • $200k - $350k

    Jobot, located in Encino, is seeking a Trust & Estate Shareholder to join their reputable firm. The position requires 7+ years of experience in trust and estate administration law and a valid California Bar admission. The role offers a competitive salary between $200,0... 
    Senior

    Jobot

    Los Angeles, CA
    14 hours ago
  • $125k - $135k

    A prestigious law firm in Century City, CA is looking for a Senior Trusts & Estates Paralegal. This full-time position offers competitive compensation ranging from $125,000 to $135,000 annually, with excellent benefits and a hybrid work schedule. The ideal candidate will... 
    Senior
    Full time

    LHH

    Los Angeles, CA
    3 days ago
  • BCG Attorney Search is seeking a seasoned Trusts and Estates Attorney to join their Los Angeles team. The role requires over 10 years of experience in trusts and estates law, focusing on both middle-income and high-net-worth individuals. The ideal candidate will develop... 
    Senior

    BCG Attorney Search

    Los Angeles, CA
    3 days ago
  • $250k - $300k

    A leading law firm in Los Angeles seeks a highly experienced Senior Trusts and Estates Attorney to join its team. The role requires over 10 years of experience in trusts and estates law with a focus on estate planning for high-net-worth individuals. This position is client... 
    Senior

    SR Staffing

    Los Angeles, CA
    2 days ago
  • The Senior Media Relations Specialist is responsible for developing and coordinating communications strategies for key health system initiatives, clinical service lines and clinical research priorities. Specific tasks include: developing written materials such as press... 
    Senior
    Full time
    Local area
    Weekend work

    Keck Medicine of USC

    Los Angeles, CA
    14 hours ago
  • $90k - $110k

    Express Employment Professionals is recruiting for an experienced Trust & Estate Paralegal in California. The role focuses on sophisticated estate planning, trust administration, probate, and related litigation matters within a reputable firm. This hybrid position requires... 
    Senior
    2 days per week
    3 days per week

    Express Employment Professionals Franchising

    Los Angeles, CA
    14 hours ago
  • $135k

    Musick, Peeler & Garrett LLP is looking for an experienced Trust & Estates Paralegal to join their Los Angeles office. This full-time position offers a hybrid schedule after 45 days of employment, requiring a BA or BS degree and a Paralegal Certificate. The ideal candidate... 
    Senior
    Full time
    Work at office

    Musick, Peeler & Garrett LLP

    Los Angeles, CA
    4 days ago
  • $160k - $260k

    Keystone Law Group, based in West Los Angeles with remote employees nationwide, seeks a senior attorney at Senior Associate or Senior Counsel level to handle trust and estate litigation, including drafting pleadings, attending hearings, mediations, and trials, and advising... 
    Senior
    Remote job

    Keystone Law Group, P.C.

    Los Angeles, CA
    3 days ago
  • $100k - $125k

    Withers is looking for a skilled paralegal to join their Private Client & Tax team in Los Angeles. This role involves managing estate and trust administrations, drafting tax returns, and working on real estate matters. Ideal candidates have 3-7 years of experience,... 
    Senior

    Withers

    Los Angeles, CA
    4 days ago
  • AM LAW 200 Law Firm in Los Angeles seeks a Trust and Estate Planning Attorney to lead sophisticated estate matters for high-net-worth clients. You will leverage deep knowledge of estate planning and tax strategies in a fast-paced, collaborative environment. Candidates... 
    Senior

    SR Staffing

    Los Angeles, CA
    14 hours ago
  • U.S. Bank seeks an experienced fiduciary administrator to oversee administration, risk management, and servicing of assigned fiduciary and...  ...and specialized knowledge in IRA, charitable accounts, ILITs, estates, and related areas. You will work within a team to ensure... 
    Senior

    Us Bank

    Los Angeles, CA
    3 days ago
  • Job Overview A law firm seeks a seasoned Trusts and Estates Attorney to join their team in Los Angeles, CA. The ideal candidate will have extensive...  ...State of California. Ability to travel to the Los Angeles office several times a week. Education Juris Doctor (JD) degree.... 
    Senior
    Work at office

    BCG Attorney Search

    Los Angeles, CA
    3 days ago
  • $175k - $300k

    Are you a seasoned estate planning attorney with over 10 years of expertise? We are seeking...  ...(10+) years of experience practicing trusts and estates law. Proven proficiency in developing...  ...Must be able to travel to the LA office several times a week. Salary range for this... 
    Senior
    Work at office

    Offit Kurman

    Los Angeles, CA
    2 days ago
  • $96.5k - $207.5k

     ...Fifth Third Bank. General Function The Trust Advisor will provide fiduciary expertise and deliver high-quality...  ...relationships, such as regular estate plan reviews, client meetings, and best...  ...deadlines. Proficiency in and Microsoft Office Suite. High ethical standards and a... 
    Work at office

    Fifth Third Bank, N.A.

    Los Angeles, CA
    2 days ago
  • $140k - $185k

     ...both remotely and in the office, based on business...  ...closely related businesses, trusts, and exempt...  ...clients and their other advisors to advise on income tax...  ...income tax, gift tax, estate tax and trust taxation;...  ...supervising a team of seniors and staff accountants Ability... 
    Senior
    Work experience placement
    Work at office
    Remote work

    Holthouse Carlin & Van Trigt

    Los Angeles, CA
    4 days ago
  •  ...Chief Trust Officer About the Company Renowned B2B financial technology (FinTech) platform streamlining digital asset management...  ...national trust bank. The successful candidate will be the senior-most fiduciary executive, responsible for trust administration, fiduciary... 

    Confidential

    Los Angeles, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Trust Officer - Estate & Fiduciary Advisor. Be the first to apply!