Senior Trust Officer - Estate & Fiduciary Advisor
$150k - $160kParallel 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
- 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
- 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
$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...SeniorContract work$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...SeniorTemporary workWork experience placementLocal area$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...SuggestedWork at officeLocal areaRemote work$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...SeniorContract workSummer holidayFlexible hours$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 workWork at officeLocal area- 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...
- 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
$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- 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...SeniorFlexible hours
$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$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...SeniorPrivate practiceWork at officeFlexible hoursShift work$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$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$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...SeniorFull time- 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
$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- 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...SeniorFull timeLocal areaWeekend work
$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...Senior2 days per week3 days per week$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...SeniorFull timeWork at office$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...SeniorRemote job$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- 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
- 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
- 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....SeniorWork at office
$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...SeniorWork at office$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$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...SeniorWork experience placementWork at officeRemote work- ...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...
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