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 seeking a versatile and experienced Probate Trust Administration Attorney to join our distinguished estate planning law firm on a part-time basis. This role encompasses both probate and trust administration responsibilities as well as potential litigation involvement. The ideal candidate will be adept at navigating the complexities of estate administration, providing expert legal advice, and representing clients in both transactional and contentious matters.
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0 Trust Administration Assistant jobs found in Simi Valley, CA area