Trust Administration Assistant jobs in Roseville, 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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Trust Administration/Estate Planning Paralegal - Now Hiring
  • Legacy Law Group
  • Sacramento, CA FULL_TIME
  • Job Description

    JOB DESCRIPTION:
    The ideal candidate is organized with strong attention to detail and excellent writing and
    communication skills. Given the high volume of client and court contact, this candidate must be
    able to communicate empathetically as well as efficiently. The team structure of the firm requires
    an ability to work effectively and with a variety of professionals, including attorneys, financial
    advisors and court departments.
    Responsibilities include all areas of estate planning and trust administration including
    but not limited to drafting correspondence, trusts, wills, powers of attorney, asset transfer
    documents, and trust administration; communicating with clients,
    beneficiaries and heirs; filing and serving trust administration documents;
    interacting with the courts and administrative departments; and organizing and maintaining
    client files.
    JOB REQUIREMENTS:
    Bachelor’s Degree
    Paralegal Certificate from ABA approved Paralegal Program
    Proficiency in Microsoft Office Suite, including Word, and Excel
    Experience in field preferred but not required
    JOB TYPE: Full-time (Monday-Friday), On Site
    BENEFITS:
     Heath insurance
     Dental insurance
     Paid Vacation
     Paid Sick Leave

    Company Description

    FIRM DESCRIPTION
    Legacy Law Group is hiring for a paralegal to work in our Trust Administration and Estate Planning Group. Experience in this field of law is beneficial but not required.
  • 1 Day Ago

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Executive Assistant
  • ACC Administration
  • Sacramento, CA FULL_TIME
  • **HIRING NOW!** Apply today to be part of our community of caring. ACC Senior Services is an award-winning not-for-profit provider of culturally sensitive senior care and services in the Sacramento re...
  • 18 Days Ago

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Administration/Office Assistant
  • The John Stewart Company
  • Sacramento, CA OTHER
  • Overview COMPANY SUMMARY: The John Stewart Company is a full-service housing management, development and consulting organization that began in 1978 with a commitment to providing high quality service ...
  • 21 Days Ago

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Sales Administration | Executive Assistant
  • HealCommunity
  • Folsom, CA FULL_TIME
  • Company DescriptionHealCommunity™ is taking health coaching mainstream! We are a rapidly growing, purpose-driven startup who bridges the gap between the healthcare system and self-determined implement...
  • Just Posted

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Department Assistant - Administration
  • Shriners Children's
  • Sacramento, CA FULL_TIME
  • Company Overview You can make a difference in a child’s life. Shriners Hospital is the largest provider of pediatric sub-specialty orthopedic and burn care in Northern California and is recognized by ...
  • 16 Days Ago

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Security Assistant
  • US Veterans Health Administration
  • Mather, CA FULL_TIME
  • Duties Duties include, but are not limited to: Collecting appropriate background information, tracking and reviewing data, completion of reports, maintaining databases and processing follow-up actions...
  • 3 Days Ago

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0 Trust Administration Assistant jobs found in Roseville, CA area

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Administrative Assistant
  • Merit System Services
  • Sacramento, CA
  • Salary: See Position Description Location : Lower Lake Job Type: Full-Time Job Number: MSS04312 Department: Lake County ...
  • 3/28/2024 12:00:00 AM

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Administrative Assistant
  • Anderson Flennoy ILS Agency
  • Sacramento, CA
  • Job Description Job Description We are seeking an Administrative Assistant to join our team! You will perform clerical a...
  • 3/28/2024 12:00:00 AM

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Administrative Assistant
  • Scott CPAs
  • Roseville, CA
  • Why Scott CPAs? Scott CPAs is a full-service accounting firm specializing in providing business and technical expertise ...
  • 3/27/2024 12:00:00 AM

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Administrative Assistant
  • G.A.S. Global Services
  • Sacramento, CA
  • Job Description Job Description Job Description Provide administrative support to three managers and assist with project...
  • 3/26/2024 12:00:00 AM

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Administrative Assistant
  • Student Senate for California Community Colleges
  • Sacramento, CA
  • SSCCC is seeking a highly organized and detail-oriented Administrative Assistant to join our team and support our day-to...
  • 3/26/2024 12:00:00 AM

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Administrative Assistant
  • Salvation Army
  • Sacramento, CA
  • BASIC PURPOSE The purpose of the position of Administrative Assistant is to maintain a smooth workflow in the office, ac...
  • 3/25/2024 12:00:00 AM

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Office Administrative Assistant
  • Luhdorff & Scalmanini Consulting Engineers
  • Roseville, CA
  • Job Description Job Description POSITION SUMMARY: As an Office Administrative Assistant, you will provide a wide range o...
  • 3/24/2024 12:00:00 AM

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Administrative Assistant, CAPCR
  • Sacramento State University
  • Sacramento, CA
  • The Administrative Support Coordinator I (ASC I) is primarily responsible for providing varying levels of general office...
  • 3/24/2024 12:00:00 AM

Roseville (formerly, Roseville Junction, Junction, and Grider's) is the largest city in Placer County, California, United States, in the Sacramento metropolitan area. As of 2016, the US Census Bureau estimated the city's population to be 132,683. Interstate 80 runs through Roseville and State Route 65 runs through part of the northern edge of the city. According to the Roseville Civic Center, the city has a total area of 42.26 square miles (109.5 km2), of which, 42.24 square miles (109.4 km2) of it is land and 0.002 square miles (0.0052 km2) of it (0.00%) is water. Several streams flow through...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$49,719 to $63,377
Roseville, California area prices
were up 2.5% 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