Assistant Trust Officer

San Pasqual Fiduciary Trust Company - Los Angeles, CA 90071
$70,000 - $85,000 a year

Assistant Trust Officer
San Pasqual Fiduciary Trust Company is the only California-based trust company dedicated to providing trustee-only services. We never sell investment products, which enables us to provide our clients with truly impartial fiduciary service. We devote our skills, expertise, and resources to trust administration and management. We are a small but rapidly growing firm located on Bunker Hill in Downtown Los Angeles.

We are seeking someone to join our Trust Administration Team. This is a full-time position working with private trusts, including components of banking, trust and estate law, and asset management.

Prior knowledge of trust administration is helpful, but not required if you have background in a related field (CPA working with trust accounts, attorney, paralegal, etc.) In addition, a professional demeanor with interpersonal communication skills and the ability to maintain strict confidentiality is a must. You would work as part of a team, assisting with the administration of various trust accounts. The ideal candidate would show potential for future growth within the company.

Primary Job Duties and Responsibilities

  • Serve as Assistant Trust Officer on a variety of trusts to ensure each trust is administered in accordance with applicable laws, regulations, and the terms of the governing instrument
  • On-board new trusts including review and interpretation of trust documents to identity any potential issues, marshaling of assets and preparation of internal account set-up forms
  • Effectively establish and manage client relationships through interaction with grantors and beneficiaries
  • Perform annual reviews of assigned trusts
  • Establish and maintain relationships with attorneys, CPA’s and other professional advisors to assure clients receive quality service and to enhance business development opportunities Educational and Other Requirements
  • Bachelor’s degree ( Emphasis in Trust Administration, Business, Finance, Accounting, or Law preferable )
  • Pass background check ( Upon conditional job offer) Desired Skills
  • Strong analytical and problem-solving skills
  • Excellent organizational skills and superior time management
  • Outstanding verbal and written communication
  • Capacity to understand complex legal documents (trusts, wills, court rulings)
  • Exceptional attention to detail in all facets of the job
  • The ability to work under pressure and meet deadlines
  • Ability to ask for/take feedback on work and apply changes as necessary What We Offer
  • Medical and dental coverage
  • Basic life and long-term disability insurance
  • 401(K) with company matching
  • Parking (or public transportation reimbursement)
  • 4 weeks paid time off (annual accrual)
  • 8 paid holidays + 2 paid floating holidays
  • Opportunity for growth within the company

Compensation commensurate with experience.

NO PHONE CALLS, PLEASE.

Job Type: Full-time

Salary: $70,000.00 to $85,000.00 /year

Education:

  • Bachelor's (Required)
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