Trust Administration Assistant jobs in Orange, 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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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 collaborative work environment with many opportunities for career growth along with a variety of perks and benefits to support and enhance our team’s experience. In addition to health and wellness benefits, our attorneys have the opportunity to receive quarterly bonuses and support from our marketing team.

    Trust Administration Attorney Position:
    We are 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

    Requirements:
    • 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

    Benefits:
    • Quarterly bonuses
    • PPO medical plan with employer-funded HSA
    • 401(k) plan with significant employer matching
    • Great working environment
    • Orange County Register 2020 and 2021 Top Workplace

    Applicants will be asked to submit a resume and cover letter. Applicants who are selected for an interview will be asked to provide a writing sample.
  • 18 Days Ago

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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...
  • 2 Days Ago

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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...
  • 22 Days Ago

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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...
  • 8 Days Ago

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Keyholder
  • The Management Trust
  • Irvine, CA FULL_TIME
  • Position Summary: The Keyholder will help the Store/Assistant Manager to oversee the selling culture and operations for a Fox Retail Store to ensure effective implementation of programs and that compa...
  • 2 Days Ago

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Attorney (Trust & Estate)
  • Jobot
  • Newport, CA FULL_TIME
  • AV-rated firm in southern CA servicing business and corporate legal needs for 3 decadesThis Jobot Job is hosted by: Mallory CallowayAre you a fit? Easy Apply now by clicking the "Quick Apply" button a...
  • 19 Days Ago

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0 Trust Administration Assistant jobs found in Orange, CA area

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Administrative Assistant
  • Westinghouse Electric Company
  • Walnut, CA
  • Position Description: Office administrative assistant. Provides administrative support to Associate General Counsel, Sen...
  • 3/28/2024 12:00:00 AM

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Administrative Assistant
  • Moore Law Group
  • Santa Ana, CA
  • POSITION SUMMARY We are currently seeking a proactive and detail-oriented tech savvy individual to join our team as an A...
  • 3/28/2024 12:00:00 AM

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Administrative Assistant
  • Our Best Life Management LLC
  • Burbank, CA
  • Job Type Full-time Description Our Best Life Companies is hiring an Administrative Assistant to join our team! As an Adm...
  • 3/28/2024 12:00:00 AM

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Administrative Assistant
  • INTERNATIONAL FIREPROOF TECHNOLOGY
  • Irvine, CA
  • Job Description Job Description About us International Fireproof Technology is a small business located in Irvine, Calif...
  • 3/26/2024 12:00:00 AM

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Administrative Assistant
  • PrideStaff
  • San Juan Capistrano, CA
  • Job Description Job Description A well-established, highly respected environmental air quality consulting firm based out...
  • 3/26/2024 12:00:00 AM

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Administrative Assistant
  • SOTA Imaging
  • Orange, CA
  • Job Description Job Description Job Description: As an Administrative Assistant, you will play a crucial role in support...
  • 3/26/2024 12:00:00 AM

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Administrative Assistant
  • Cambria Company, LLC
  • Los Angeles, CA
  • As an organizational and process guru, the Administrative Assistant will set the pace for efficiency at the Distribution...
  • 3/24/2024 12:00:00 AM

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Administrative Assistant
  • Our Best Life Management LLC
  • Inglewood, CA
  • Job Type Full-time Description Our Best Life Companies is hiring an Administrative Assistant to join our team! As an Adm...
  • 3/24/2024 12:00:00 AM

Orange is a city located in Orange County, California. It is approximately 3 miles (4.8 kilometers) north of the county seat, Santa Ana. Orange is unusual in this region because many of the homes in its Old Town District were built before 1920. While many other cities in the region demolished such houses in the 1960s, Orange decided to preserve them. The small city of Villa Park is surrounded by the city of Orange. The population was 139,812 as of 2014. The city has a total area of 25.2 square miles (65 km2), 24.8 square miles (64 km2) of which is land and 0.4 square miles (1.0 km2) of which i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$51,326 to $65,425
Orange, California area prices
were up 3.0% 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