Trust Administration Assistant jobs in Sacramento, 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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Probate and Trust Administration Paralegal
  • The Law Offices of Daniel A. Hunt
  • Roseville, CA FULL_TIME
  • Position: Probate and Trust Administration Paralegal

    Pay: $27-$30/hour Hours: Monday-Thursday 8am-5pm; Friday 8-3pm

    Company Overview: The Law Offices of Daniel A. Hunt is a fun and fast-growing law firm specializing in Estate Planning, Trust Administration, Litigation, and Probate. We are a laid back and fun, yet fast paced and sometimes high-pressure law firm. People are our number one priority. We value our clients and employees above all else. We are in search of a paralegal to help in assisting our probate and trust administration team at our Roseville office. We are only looking for team members who care first and foremost about people, are kind, accountable, smart and driven. They must be organized, emotionally intelligent, and work well under pressure.

    Mission: The mission of the paralegal is to support our attorneys and the legal team in working effectively and efficiently. The most important responsibility of the paralegal is to be able to think critically and to ensure that paralegal tasks and projects are completed with a high level of efficiency, confidentiality, accuracy, flexibility, and positivity in order to support the attorneys and our firm.

    Responsibilities include but are not limited to:

    o Performing legal research.

    o Speaking with clients, scheduling deadlines, and filing documents with courts.

    o Preparing Probate documents from the initial petition to the final accounting

    o Drafting Trust certifications.

    o Preparing property deeds.

    Qualifications:

    · Kindness: We are looking for someone who practices kindness in all their dealings. If you do not lead with kindness, please do not apply.

    · Accountable: We are a goal-oriented firm and strive to better each other through setting goals and holding each other accountable.

    · Smart: We value common sense. We are seeking someone who works smart and knows how to deal effectively with others. Candidates should be able to work both independently and in a team.

    · Hungry: We are looking for team members who are self-motivated, always striving to do more, and who are interested in constantly learning new things.

    Experience: The ideal candidate will have 3-5 years of experience, be familiar with Judicial Council forms, and be knowledgeable with the rules of civil procedure.

    *Must have excellent written and verbal communication skills and perform duties under minimal supervision.

    Connect: We invite interested applicants to learn more about our firm at dhtrustlaw.com.

    Benefits:

    · Pay: $27-$30/hour

    · Health, dental and vision insurance

    · 401K match

    · Paid time off

    · Premium car wash membership

    · Fun quarterly team activities

    · And much more…

    Job Type: Full-time

    Pay: $27.00 - $30.00 per hour

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid sick time
    • Paid time off
    • Retirement plan
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Travel requirement:

    • No travel

    Ability to Relocate:

    • Roseville, CA: Relocate before starting work (Required)

    Work Location: In person

  • 7 Days Ago

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Trust Administration and Estate Planning Attorney
  • The Law Offices of Daniel A. Hunt
  • Sacramento, CA FULL_TIME
  • Benefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Dental insurance Health insurance Paid time off Vision insurance Position: Estate Planning and Trust Administration Attor...
  • Just Posted

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Estate Planning and Trust Administration Attorney
  • The Law Offices of Daniel A. Hunt
  • Sacramento, CA FULL_TIME
  • Position: Estate Planning and Trust Administration Attorney Pay: $110,000-150,000 year (depending on experience): Full-time Company Overview: The Law Offices of Daniel A. Hunt is a fun and fast-growin...
  • Just Posted

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Trust Administration/Estate Planning Paralegal - Now Hiring
  • Legacy Law Group
  • Sacramento, CA FULL_TIME
  • Job DescriptionJOB DESCRIPTION:The ideal candidate is organized with strong attention to detail and excellent writing andcommunication skills. Given the high volume of client and court contact, this c...
  • 1 Day Ago

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Administration assistant
  • TevisHR
  • North Highlands, CA FULL_TIME
  • Good Life Construction, Inc. is looking for a dynamic Construction Administration Assistant to join our team of professionals. This individual contributor role is an hourly, full-time position located...
  • Just Posted

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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...
  • 1 Month Ago

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0 Trust Administration Assistant jobs found in Sacramento, CA area

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Administrative Assistant
  • Ultimate Staffing
  • Rocklin, CA
  • We are currently looking for Administrative Assistant to join our amazing clients in Rocklin, CA. Full Time: 40 hours pe...
  • 4/26/2024 12:00:00 AM

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Administrative Assistant
  • AgreeYa Solutions
  • Folsom, CA
  • Company: AgreeYa Solutions Position Title: Administrative Assistant Position Location: Folsom, CA Employment Type: Full-...
  • 4/26/2024 12:00:00 AM

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Administrative Assistant
  • GOODWILL INDUSTRIES SACRAMENTO VALLEY & NORTHERN NEVADA INC
  • Sacramento, CA
  • Job Details Level Experienced Job Location Francis House Next Move - Sacramento, CA Position Type Full Time Salary Range...
  • 4/26/2024 12:00:00 AM

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Administrative Assistant
  • Ernest Health
  • Sacramento, CA
  • Overview: At Sacramento Rehabilitation Hospital, we are passionate about patient care! At our 50-bed hospital, we provid...
  • 4/26/2024 12:00:00 AM

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Administrative Assistant
  • Ultimate Staffing
  • Sacramento, CA
  • Responsibilities Managing phone calls, emails, letters, and packages, as well as communicating with owners, management, ...
  • 4/26/2024 12:00:00 AM

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Administrative Assistant
  • Ultimate Staffing
  • Roseville, CA
  • Our client is seeking a dedicated Administrative Assistant to join their team on a temporary basis, with the potential f...
  • 4/22/2024 12:00:00 AM

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Administrative Assistant
  • Pacific ExecSearch
  • Davis, CA
  • Job Description We are recruiting an Administrative Assistant for a premier employer in the greater Vacaville/Davis area...
  • 4/22/2024 12:00:00 AM

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Administrative Support Assistant
  • Department Of Agriculture
  • Placerville, CA
  • Summary This is an open and continuous announcement. See Additional Information section for more information. Applicatio...
  • 4/22/2024 12:00:00 AM

Sacramento (/ˌsækrəˈmɛntoʊ/ SAK-rə-MEN-toh; Spanish: [sakɾaˈmento]) is the capital city of the U.S. state of California and the seat of Sacramento County. Located at the confluence of the Sacramento River and the American River in Northern California's Sacramento Valley, Sacramento's estimated 2018 population of 501,334 makes it the sixth-largest city in California and the ninth largest capital in the United States. Sacramento is the seat of the California Assembly, the Governor of California, and Supreme Court of California, making it the state's political center and a hub for lobbying and th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$49,898 to $63,606
Sacramento, 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