Senior Trust Officer - San Francisco, California United States - 43202



JOB DESCRIPTION

Job #: 43202
Title: Senior Trust Officer
Job Location: San Francisco, California - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Positions available in the Downtown Los Angeles, Beverly Hills and San Francisco areas.

JOB DESCRIPTION

Established Trust Company seeks Senior Trust Officer to work with team members and clients on the administration and management of trust accounts.

 

  • Ensure administration and management of trust accounts
  • Communicate effectively regarding clients’ estate plans and assist with onboarding process for new clients
  • Review trust documents to ensure compliance with operational procedures and regulatory requirements
  • Liaise with Relationship Managers and Wealth Strategists to provide superior client service and deepen relationships

QUALIFICATIONS

The ideal candidate will have 8+ years’ experience in a client-facing role and either a JD, CTFA, or CFP.

Education:
University - JD

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