About the role

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.

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JOB OVERVIEW

Salary

$150,000 - $160,000 per year

Experience level

Senior

Location

Beverly Hills, CA

Occupation

Personal Financial Advisors

Industry

Trust, Fiduciary, and Custody Activities

Posted

yesterday

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