Trust Administration Assistant jobs in Costa Mesa, 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)
Recently Added Trust Administration Assistant jobs
Trust Administration Attorney
- JBA International
-
Irvine, CA
FULL_TIME
-
Mid-sized law firm in Orange County that focuses on Business Planning, Estate Planning, Complex Income Tax Planning, Charitable Sector and Mergers & Acquisitions is seeking a highly capable, motivated attorney with experience in trust and estate administration.
Salary: $150,000 - $225,000 (Hybrid)
Responsibilities and Duties Include:- Administer trusts; prepare estate administration documents
- Gather, inventory, identify, and value assets
- Distribution, allocation, and funding of sub-trusts
- Drafting court documents (such as 850 petitions & 17200 petitions)
- Preparation and review of accounts, estate tax returns, and gift tax returns
- Conduct legal research as necessary
- Working with paralegals, legal assistants, and other attorneys
- Engage in direct communications via telephone and e-mail with attorneys, staff, and clients
- Oversee court matters from the filing of a petition to receiving filed order from the court
- 3 years of trust and estate administration law experience
- Completed LLM in Taxation preferred
- Completed JD/ Juris Doctorate
- California Bar Admission/ Member in good standing
- Ability to write in a clear, logical, and grammatically correct manner, integrating legal analyses into work
- Excellent organization, computer skills, and math skills
- Ability to analyze facts and discovery to apply to statutes and case law on point
- Ability to verbally present case facts, legal analyses, and recommendations
- Ability to work independently or with a team
- 5 Days Ago
Experienced Trust Administration Attorney
- JBA International
-
Irvine, CA
FULL_TIME
- We are a mid-sized law firm in Orange County that focuses on Business Planning, Estate Planning, Complex Income Tax Planning, Charitable Sector and Mergers & Acquisitions. At our firm, we offer a coll...
- 5 Days Ago
Assistant Store Manager
- The Management Trust
-
Irvine, CA
FULL_TIME
- Position Summary: The Assistant Store Manager will oversee the selling culture and operations for a Fox Retail Store to ensure effective implementation of programs and that company financial objective...
- 27 Days Ago
Assistant Manager - Operations Administration
- GLOVIS America
-
Irvine, CA
OTHER
- Job Details Job Location: Irvine Headquarters - Irvine, CA Position Type: Full Time Education Level: 4 Year Degree Salary Range: Undisclosed Travel Percentage: None Job Shift: 1st Job Category: Manage...
- 19 Days Ago
Physical Therapy Assistant - Administration
- Providence
-
Mission Viejo, CA
OTHER
- Description"Physical Therapy Assistant - Home Health Care Services at St Joseph Home Health/Heritage Medical Group-Mission ViejoSchedule: Full-time", Day shift, Mondays to Fridays (9am to 5:30pm)Areas...
- 12 Days Ago
Assistant Manager, Operations Administration
- GLOVIS America
-
Irvine, CA
OTHER
- Job Details Job Location: Irvine Headquarters - Irvine, CA Position Type: Full Time Education Level: 4 Year Degree Salary Range: Undisclosed Travel Percentage: None Job Shift: 1st Job Category: Manage...
- 1 Month Ago
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0 Trust Administration Assistant jobs found in Costa Mesa, CA area
Administrative Assistant
- Our Best Life Companies
-
Inglewood, CA
- Job Type Full-time Description Our Best Life Companies is hiring an Administrative Assistant to join our team! As an Adm...
- 4/23/2024 12:00:00 AM
Administrative Assistant
- APR Consulting, Inc
-
Orange, CA
- APR Consulting, Inc. has been engaged to identify an Administrative Assistant Location: Orange, CA 92868 Position:Admini...
- 4/22/2024 12:00:00 AM
Administrative Assistant
- Express Employment Professionals- Laguna Hills, CA
-
Laguna Hills, CA
- Job Description Job Description Express Employment Laguna Hills is recruiting for an Administrative Assistant position f...
- 4/22/2024 12:00:00 AM
Administrative Assistant
- California State University
-
Los Angeles, CA
- Administrative Assistant Job no: 537905 Work type: Staff Location: Los Angeles Categories: Unit 7 - CSUEU - Clerical and...
- 4/21/2024 12:00:00 AM
Administrative Assistant
- Ledgent Technology
-
Los Angeles, CA
- Administrative Assistant III Contract Duration - 8 Months Max Pay - $41.38 Location: 90025 Note: * Parking at this offic...
- 4/20/2024 12:00:00 AM
Administrative Assistant
- Eide Bailly LLP
-
Tustin, CA
- Overview: Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 off...
- 4/20/2024 12:00:00 AM
Administrative Assistant
- Danaher
-
Brea, CA
- In our line of work, life isn't a given - it's the ultimate goal. When life takes an unexpected turn, our technology and...
- 4/20/2024 12:00:00 AM
Administrative Assistant
- INTERNATIONAL FIREPROOF TECHNOLOGY
-
Irvine, CA
- Job Description Job Description About us International Fireproof Technology is a small business located in Irvine, Calif...
- 4/20/2024 12:00:00 AM
About Costa Mesa, California
Costa Mesa (/ˌkoʊstə ˈmeɪsə/) is a city in Orange County, California. Since its incorporation in 1953, the city has grown from a semi-rural farming community of 16,840 to a primarily suburban and edge city with an economy based on retail, commerce, and light manufacturing. The population was 109,960 at the 2010 United States Census.
Costa Mesa is located 37 miles (60 km) southeast of Los Angeles, California, 88 miles (142 km) north of San Diego, California and 425 miles (684 km) south of San Francisco, Costa Mesa encompasses a total of 16 square miles (41 km2) with its southernmost border only...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$51,052 to $65,077
Costa Mesa, California area prices
were up 3.0% from a year ago
were up 3.0% from a year ago
What does a Trust Administration Assistant do?
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