Trust Administration Assistant jobs in Chula Vista, CA

Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Future Openings at Trust & Will
  • Trust & Will
  • San Diego, CA FULL_TIME
  • Hi, we’re Trust & Will. We’re on a mission to help every family leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we’ve helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. We’re backed by leading names in venture capital including Jackson Square Ventures, Link Ventures, Revolution’s Rise of the Rest, Halogen Ventures, and more.


    Don't see what you're looking for?

    We're always looking for more great people to join the team. Even if you don’t see a current opportunity that matches your skills and experience, we’d still love to hear from you via our general application.

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    Benefits & Perks
    • Flexible working hours and unlimited time off that you are encouraged to use (including monthly friends & family days, 4 days/year to volunteer in your community, and quarterly company-wide breaks)
    • Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave 
    • Financial wellness benefits (Certified Financial Planner support, savings options, and employee-sponsored 401k)
    • A formal mentorship program, guest speakers & reimbursement for learning opportunities
    • $500 Work from home stipend mac & Apple accessories 
    • Company-sponsored events and travel throughout the year
    • Join an Inc. Magazine Best Workplace winner! 


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    We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote


    We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers.


    Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.

  • 1 Month Ago

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Claims Administrative Assistant
  • Physicians Data Trust
  • Vista, CA FULL_TIME
  • Claims Administrative Assistant Department: Claims Effective Date: October 17, 2023 Reports to: Claims Support Supervisor Direct Reports: None FLSA: Non-Exempt Working Conditions: Normal, no adverse o...
  • 1 Month Ago

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Fashion Marketing Administration Assistant
  • NameBrand Clothing Clearance
  • San Diego, CA FULL_TIME,PART_TIME
  • Job Summary:We are seeking a highly motivated and detail-oriented Fashion Marketing Administrator to join our team. The Fashion Marketing Administrator will be responsible for assisting with various m...
  • 10 Days Ago

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Real Estate Administration Assistant
  • Pacifica Real Estate Services, Inc
  • Rancho Santa Fe, CA FULL_TIME
  • TITLE: Real Estate Administration Assistant JOB PURPOSE: The Administration Assistant will assist the Property Manager with all administrative duties relating to the HOA and properties. ORGANIZATIONAL...
  • 13 Days Ago

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Real Estate Administration Assistant
  • PE Management Group Inc.
  • Rancho Santa Fe, CA FULL_TIME
  • PE Management Group is a real estate investment and management company that has many properties and business entities throughout the state of California. Properties include commercial and residential ...
  • 22 Days Ago

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Lead Dental Assistant
  • Veterans Health Administration
  • San Diego, CA FULL_TIME
  • This Lead Dental Assistant position is located at the Kearny Mesa CBOC of the Jennifer Moreno VA Medical Center. VA San Diego Healthcare System Dental Clinic Serves as an integral member of the dental...
  • 1 Day Ago

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0 Trust Administration Assistant jobs found in Chula Vista, CA area

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Administrative Assistant
  • Ospitek
  • San Diego, CA
  • Job Description Job Description Responsibilities: Provide administrative support, manage phone calls and correspondence,...
  • 4/18/2024 12:00:00 AM

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Administrative Assistant
  • Randstad
  • San Diego, CA
  • Job opportunity with Leading Healthcare Company Ranked as #10 in the LinkedIn 50 Best U.S. Workplaces to Grow your Caree...
  • 4/18/2024 12:00:00 AM

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Administrative Assistant
  • Manpower San Diego
  • San Diego, CA
  • Job Title: Administrative Assistant II Location: San Diego, CA 92121 (Onsite) Schedule: Monday – Friday 8:00am – 5:00pm ...
  • 4/17/2024 12:00:00 AM

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Administrative Assistant
  • Manpower -Professional
  • San Diego, CA
  • Job Description Job Description Job Title: Sr Administrative Assistant Location: San Diego, CA 92121 Schedule: Monday – ...
  • 4/16/2024 12:00:00 AM

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Administrative Assistant
  • REESE LAW GROUP APLC
  • Carlsbad, CA
  • Job Description Job Description Summary Reese Law Group is a civil litigation law firm representing clients in all stage...
  • 4/16/2024 12:00:00 AM

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Administrative Assistant
  • Manpower -Professional
  • San Diego, CA
  • Job Description Job Description Job Title: Administrative Assistant Location: San Diego, CA 92121 (Onsite) Schedule: 8:0...
  • 4/16/2024 12:00:00 AM

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Administrative Assistant
  • SECUR IT GUARD INC
  • San Diego, CA
  • Job Description Job Description Administrative Assistant Responsibilities will include but not limited to: Administrativ...
  • 4/15/2024 12:00:00 AM

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Administrative Assistant
  • Randstad
  • San Diego, CA
  • Job opportunity with Leading Healthcare Company Ranked as #10 in the LinkedIn 50 Best U.S. Workplaces to Grow your Caree...
  • 4/14/2024 12:00:00 AM

Chula Vista (/ˌtʃuːlə ˈvɪstə/; English: beautiful view ) is the second largest city in the San Diego metropolitan area, the seventh largest city in Southern California, the fourteenth largest city in the state of California, and the 74th-largest city in the United States. The population was 243,916 as of the 2010 census. Located just 7.5 miles (12.1 km) from downtown San Diego and 7.5 miles (12.1 km) from the Mexican border in the South Bay region of the metropolitan area, the city is at the center of one of the richest economic and culturally diverse zones in the United States. Chula Vista is...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$49,575 to $63,194
Chula Vista, California area prices
were up 2.6% from a year ago

Trust Administration Assistant in Boise, ID
Since that time, rapid progress towards improvement has been realised due to the commitment of the staff team and Senior Leadership Team.The Trust wishes to appoint an experienced administrator to join the Trust's dynamic administration team.
December 05, 2019
Trust Administration Assistant in Monterey, CA
Working as part of the wider Trust Finance Department, this is a great opportunity to join an experienced and supportive department.
February 20, 2020
Trust Administration Assistant in Lompoc, CA
Background to the Stephen Lawrence Charitable Trust.
February 09, 2020