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)
We are currently recruiting for a experienced paralegal specializing in POST-MORTEM trust and probate administration, including drafting of trust and probate pleadings, preparation of federal estate returns, gift tax returns, asset allocation spreadsheets, asset transfers, real property forms, and client and agency interaction. Some guardianshp and conservatorship administration. Ability to handle a large case load from start to finish.
Job Type: Full-time
Pay: $95,000.00 - $105,000.00 per year
Benefits:
Schedule:
Travel requirement:
Ability to Relocate:
Work Location: In person
Clear All
0 Trust Administration Assistant jobs found in Glendale, CA area