Trust Administration Assistant jobs in Santa Clarita, 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)

J
Trust & Estate Administration Attorney
  • Jobot
  • Los Angeles, CA FULL_TIME
  • Great firm with a path to partner, 1800 billable hours plus bonus, Strong work/life balance.

    This Jobot Job is hosted by: Barrett Davis
    Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
    Salary: $230,000 - $300,000 per year

    A bit about us:

    We've been around for 60 years and believe in keeping a healthy work/life balance. We believe learning is key, and have an open-door policy for everyone who joins the firm!

    Why join us?

    Hybrid after 3-6 months
    Billable hours 1800,- For every extra 50 hours you will receive 5,000$ in bonus.
    12 holidays off
    401 K matching based on a percentage of compensation, following 1 year at the firm profit sharing can occur.
    100% paid employee benefits
    12 weeks maternity leave, 2 weeks paternity leave paid.
    50 dollars a month for internet, when hybrid,

    Job Details

    Essential Job Functions:
    • Competently Handle Complex Matters with Minimal Supervision
    • Proficient Drafting of High-Quality, Timely Work Products (Correspondence, Trust and Estate Administration Documents, Court Petitions, etc.)
    • Collaborate with Clients, Senior Attorneys, and Other Team Members to Move Matters Toward Resolution Efficiently
    • Review Client Issues on Legal Matters, Analyze Options and Diligently Work to Determine the Best Course of Action
    • Confidently Represent Clients at Hearings and Other Legal Proceedings
    • Remaining Current with Related Estate, Trust, and Tax Legislation
    • Delegate Work to Paralegals and Legal Assistants, and Monitor and Review their Work
    • Other Duties as Assigned


    Qualifications and Experience:
    • JD Degree from Top-Tier Schools; LLM in Tax or Estates & Trusts Preferred
    • Licensed and in Good Standing with the California State Bar
    • At least 5 Years of Relevant and Demonstrative Trust and Probate Administration Experience with a Reputable Firm
    • Significant Estate and Gift Tax Planning Experience
    • Specialized Experience with High Net Worth and Ultra High Net Worth Individuals
    • Excellent Verbal and Written Communication Skills; Engages with Clients with Ease
    • Strong Research and Drafting Skills; Precise, Detail-Oriented and Focused
    • Extremely Self-Sufficient and Dependable; Skilled at Follow-up and Organization
    • Reliable Team Player; Committed to Professional and Firm Growth and Development
    • Familiarity with Local Court Rules and Procedures (Los Angeles County)
    • Proficient in Microsoft Office (Outlook, Word, Excel); Comfortable with Technology including Document Management Software and Timekeeping Applications


    Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

    Benefits:
    401K, Employee Events, Employee Referral Program, Flexible Schedules, Free Food and Coffee, Game Rooms, Life Insurance, Maternity/Paternity Paid Leave, Medical, Dental and Vision, On Site Cafeteria, Paid Holidays, Paid sick days, Parking , Performance bonus, Professional Development, Retirement / Pension Plans, Vacation/paid time off, Work From Home


    About the Company:
    Jobot


     



    Company Size:
    500 to 999 employees


    Industry:
    Legal Services


    Founded:
    2018


    Website:
    https://jobot.com/


  • Just Posted

R
Trust Administration Attorney
  • Robert Half
  • Los Angeles, CA PER_DIEM
  • Prominent midsized trust & estate firm in Century City is seeking an attorney with 5 years of trust administration experience.This attorney role will start 100% onsite for the first 6 months and then ...
  • 11 Days Ago

O
Probate and Trust Administration Paralegal
  • Oci
  • Los Angeles, CA FULL_TIME
  • 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 r...
  • 1 Month Ago

O
Student Volunteer
  • Office of the Assistant Secretary for Administration and Management
  • Los Angeles, CA VOLUNTEER
  • The Department of Labor (DOL) is accepting applications for its Summer 2024 DOL Student Volunteer Program. The 10-week career-exploration program (June 10 - August 16, 2024) offers a unique platform f...
  • 12 Days Ago

C
Trust assistant
  • Career Consulting Partners
  • Pasadena, CA FULL_TIME
  • Paralegal / LegalAssistant (Trust&Estates) CareerConsulting Partners has partnered with the biggest firm in PasadenaCA with over 40 attorneys. Over the past 100 years in business itssuccess has been d...
  • 2 Days Ago

C
Supervisor, Substance Testing Program
  • Contract Services Administration Trust Fund
  • Burbank, CA FULL_TIME
  • Job Title: Supervisor, Substance Testing Program (STP)Department: Substance Testing Program Reports To: Associate Manager, STPFLSA: ExemptStatus: Full-Time Salary: $75,000-$85,000/annually ABOUT CONTR...
  • 16 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Trust Administration Assistant jobs found in Santa Clarita, CA area

O
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

L
Administrative Assistant
  • LHH Recruitment Solutions
  • Chatsworth, CA
  • 6+ of LHH Recruitment Solutions is currently seeking am Admin Assistant for a growing organization in metro Los Angeles....
  • 3/27/2024 12:00:00 AM

S
Administrative Assistant Medical
  • Soultenders, Inc.
  • Arcadia, CA
  • Job Description Job Description Are you meticulous, proactive, and eager to support a dynamic team? Do you thrive in ens...
  • 3/27/2024 12:00:00 AM

S
Administrative Assistant
  • Smile City Dental
  • Santa Clarita, CA
  • Job Description RESPONSIBILITIES Operate telephone switchboard to answer, screen and forward calls, providing informatio...
  • 3/27/2024 12:00:00 AM

R
Executive Administrative Assistant
  • RemX The Workforce Experts
  • Pasadena, CA
  • Job Description Job Description RemX has an exciting opportunity for an Executive Administrative Assistant in West Los A...
  • 3/26/2024 12:00:00 AM

K
Administrative Assistant
  • Kings Road Imports
  • Beverly Hills, CA
  • Job Description Job Description Administrative Assistant In search of a reliable, trustworthy assistant for a family rea...
  • 3/26/2024 12:00:00 AM

O
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

D
Executive Administrative Assistant
  • Dc Studio Inc.
  • Los Angeles, CA
  • EXECUTIVE ADMINISTRATIVE ASSISTANT - Provide comprehensive administrative support to company president. Coordinate & man...
  • 3/24/2024 12:00:00 AM

Santa Clarita, according to the United States Census Bureau, has an area of 62.16 square miles (161.0 km2), of which 62.10 square miles (160.8 km2) is land and 0.06 square miles (0.16 km2) (0.099%) is water. Santa Clarita is near the San Fernando fault zone and was affected by the 1971 San Fernando earthquake, also known as the Sylmar quake. The city was also affected by the 1994 Northridge earthquake, and many commercial and residential buildings were devastated by its aftermath, including the nearby Newhall Pass, the Valencia Town Center, and Six Flags Magic Mountain. Magic Mountain's 38-st...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$51,016 to $65,031
Santa Clarita, California area prices
were up 3.2% 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