parallel advisorsBeverly Hills, CA
Senior Trust Officer - Estate & Fiduciary Advisor
$150,000 - $160,000 per year
Apply →Senior Trust Officer - Estate & Fiduciary Advisor
Senior Trust Officer - Estate & Fiduciary Advisor
parallel advisorsBeverly Hills, CA
yesterday
$150,000 - $160,000 per year
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund Managers
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsPortfolio Management and Investment Advice
Apply for this role →A growing financial advisory firm seeks a Trust Officer to manage fiduciary duties for a portfolio of complex trust and estate relationships. Responsibilities include the onboarding of diverse trust structures and acting as the primary fiduciary contact for high-net-worth clients. The ideal candidate has 7-10 years in trust administration, profound understanding of California trust and probate laws, and strong interpersonal skills. The position offers a salary range of $150,000 to $160,000 plus incentive awards, benefits, and professional development opportunities.
Also on the board Same function, level within a rung
Level
Senior
Salary
$150,000 - $160,000 per year
Location
Beverly Hills, CA
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday