Trust Advisor
Costa Mesa, California, United States of America
Full Time
8 hours ago
$96,500 - $207,500 USD
Visa Sponsor
Key skills
Communication
About this role
Role Overview
- Provide fiduciary expertise and deliver high-quality fiduciary solutions to clients
- Manage personal trusts and ensuring compliance with legal and regulatory requirements
- Develop subject matter expertise in fiduciary related areas
- Serve as a Trusted Advisor by developing close, personal relationships with clients
- Anticipate clients’ needs and coordinate with Advisor Solutions and One Bank partners
- Oversee the administration of trust accounts
- Responsible for the review and interpretation of estate planning documents
- Maintain accurate and up-to-date records of all trust activities
Requirements
- Bachelor’s degree in Finance, Accounting, Law, or a related field
- Advanced degree or professional certification (e.g., CTFA, CFP) preferred
- Minimum 7 years of experience in trust and estate administration
- Strong knowledge of trust and estate laws and regulations
- Demonstrated ability to advise and deliver on fiduciary strategies
- Demonstrated proficiency in exercising fiduciary judgement and discretion
- Excellent interpersonal and communication skills
- Ability to work in a team orientated/matrix environment
- Proficiency in Microsoft Office Suite
Benefits
- Comprehensive benefits and differentiated compensation offerings
- Health insurance
- 401(k) matching
- Paid time off
- Professional development opportunities