Trust Administration Assistant

Los Angeles, CA 90071

Employment Type: Direct Hire Category: Professional Services Job Number: MM-PH-TrAdAsst01 Pay Rate: $45-50k DOE

We seek experienced administrative professionals to join our client’s rapidly growing financial company in Los Angeles.

Our client specializes in: Family Trusts, Charitable Trusts, Private Foundations, Post Death Administration, Employee Stock Ownership Plans, Court-Appointed "Neutral" Trustee. 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 and never sell investment products, which enables them to provide their clients with truly impartial fiduciary service.

This is a full-time position that provides the opportunity to learn about private trusts, components of banking, trust and estate law and asset management. This role is part of a team that assists with the administration of trust accounts. While some entry-level job experience is desired, no prior knowledge of trust administration is required.

The ideal candidate is dedicated to continuous personal and career growth, has a dynamic personality and keeps meticulous records. They bring 2+ years’ experience in finance related, administrative duties and a Bachelors degree. Using effective, professional communication skills with professionals at all levels (from executives to investors to team members) is a common aspect of their day to day.

About the Position:

  • Prepare internal forms for trust creation
  • On-board new trusts
  • Set up accounts, transfers and distributions
  • Respond to client and vendor inquiries timely and thoughtfully
  • Perform research
  • Track missing information
  • Resolve data discrepancies
  • Annual account reviews
  • Provide assistance for accounts payable
  • Generate statements
  • Provide clerical support for personal and fiduciary tax preparation
  • Review beneficiary documents
  • Inventory personal assets
  • Meet with vendors
  • Special projects, as assigned

Occasional off-site project assistance

This is not a comprehensive list of tasks associated with this position.

About The Candidate:

  • BS/BA degree (MUST)
  • 2+ years’ experience in an administrative assistant role (MUST)
  • 1+ years’ experience in trust products and services (PLUS)
  • Intermediate computer skills including MS Office with Word and Excel (MUST)
  • Personality, Characteristics and Skills: analytical, professional, honest, reliable, excellent interpersonal communication, advanced written and verbal communication, able to multi-task, independent worker, highly organized, efficient, team player, meticulous, detail oriented, positive “can-do” attitude, problem solver, time management

Benefits: Medical and dental coverage, life and long-term disability insurance, 401(K) with company match, public transportation reimbursement, 4 weeks pto, 8 paid holidays + 2 paid floating holidays, workplace diversity, opportunity for growth within the company.

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.

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