Trust Administration Officer

Los Angeles, CA | Direct Hire

Job ID: MM-PH-TruOff01 Category: Professional Services Pay Rate: $90k - $110k (DOE)

We are interviewing experienced professionals with experience in trust administration for our client, a fast growing trust administration company in Los Angeles. They combine the best qualities of a private trustee, including personalized service, attention to detail and a focus on their clients’ well-being along with the security and continuity of a regulated financial institution. 

Responsibilities:

  • Ensure trusts follow applicable laws, regulations, and terms of the governing instrument
  • Manage on-boarding protocol for new trusts
  • Review, interpret related documents and set up
  • Identity and correct potential issues
  • Prepare internal forms for trust creation
  • Adhere to California Probate Code as applicable to trust administration
  • Stay current of tax implications and knowledge regarding all trust types
  • Establish and manage client relationships
  • Determine beneficiary distribution amounts and frequency
  • Present distributions for approval
  • Perform annual reviews
  • Evaluate the performance of investment advisers
  • Maintain relationships with 3rd party vendors such as attorneys, CPA's and other professional advisers

Related: Taxes, Trusts, Wills, Regulatory Affairs, Government, Finance, Legal, Retirement,Family Trusts, Charitable Trusts, Private Foundations, Post Death Administration, Employee Stock Ownership Plans, Court-Appointed "Neutral" Trustee

About the Candidates

  • Strong technical and analytical background
  • Possess a thorough knowledge of trusts and their tax consequences

Experience in:

  • Preparing regulatory documents and submissions for the FDA, EU and other authorities
  • 5+ years experience administering Trusts
  • BS/BA, college degree preferred and/or JD or Paralegal certification
  • Prior legal/paralegal or CPA experience and/or training, preferably in the Trust field
  • Strong knowledge of the principles of trust administration
  • Superior organizational skills
  • Ability to multiple task with a high level of quality and accuracy
  • Strong analytical, problem-solving, and relationship management skills
  • Excellent interpersonal and communications skills
  • Highly motivated, self-starter

Equal Opportunity Employer considering qualified candidates in accordance with state and federal laws, including those with criminal histories, in a manner consistent with the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.


Not ready to apply?

Send an email reminder to:

Share This Job:

Related Jobs: