Senior Trust Officer - Estate & Fiduciary Advisor
parallel advisorsBeverly Hills, CA
$150,000 - $160,000 per year
Apply nowSenior Trust Officer - Estate & Fiduciary Advisor
L5
parallel advisorsBeverly Hills, CAtoday
$150,000 - $160,000 per year
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersIndustries
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment AdviceA 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.
Apply now
Level
SeniorL5
Salary
$150,000 - $160,000 per year
Location
Beverly Hills, CA
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
today
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