California Licensed Trust Officer

Job Summary

A company is looking for a Trust Officer responsible for fiduciary oversight and client relationship management of individual wealth management accounts.

Key Responsibilities

• Manage estate settlement and trust administration, including asset inventory, debt payment coordination, and beneficiary distributions
• Oversee the management and disposition of trust-owned personal and real estate property
• Provide proactive client service and support new account onboarding, ensuring compliance with regulations and policies

Required Qualifications

• 7-10 years of experience in trust administration and estate settlement
• Bachelor's degree required; advanced degree and CTFA preferred
• Strong knowledge of trust administration principles and California Probate Code
• Experience with trust-owned real estate and unique assets
• Proficiency in Microsoft Office and familiarity with trust accounting systems