Trust Administrator jobs in San Diego, CA

Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Future Openings at Trust & Will
  • Trust & Will
  • San Diego, CA FULL_TIME
  • Hi, we’re Trust & Will. We’re on a mission to help every family leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we’ve helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. We’re backed by leading names in venture capital including Jackson Square Ventures, Link Ventures, Revolution’s Rise of the Rest, Halogen Ventures, and more.


    Don't see what you're looking for?

    We're always looking for more great people to join the team. Even if you don’t see a current opportunity that matches your skills and experience, we’d still love to hear from you via our general application.

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    Benefits & Perks
    • Flexible working hours and unlimited time off that you are encouraged to use (including monthly friends & family days, 4 days/year to volunteer in your community, and quarterly company-wide breaks)
    • Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave 
    • Financial wellness benefits (Certified Financial Planner support, savings options, and employee-sponsored 401k)
    • A formal mentorship program, guest speakers & reimbursement for learning opportunities
    • $500 Work from home stipend mac & Apple accessories 
    • Company-sponsored events and travel throughout the year
    • Join an Inc. Magazine Best Workplace winner! 


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    We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote


    We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers.


    Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.

  • 1 Month Ago

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Benefits and Payroll Administrator
  • American Assets Trust, Inc.
  • San Diego, CA FULL_TIME
  • Job Title: Benefits and Payroll AdministratorSalary: 75k - 90kJob Purpose:The Benefits and Payroll administrator is responsible for directing and planning the day-to-day operations of group benefits p...
  • 1 Month Ago

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Trust and Estates Paralegal
  • San Diego Elder Law Center
  • San Diego, CA FULL_TIME
  • Full time position for experienced estate administration paralegal. Description San Diego Elder Law Center is growing and is looking for a paralegal with not less than 3 years of recent experience in ...
  • 9 Days Ago

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Tax Manager - Trust & Estate
  • Hamilton Tharp LLP
  • Solana Beach, CA FULL_TIME
  • Hamilton Tharp LLP has re-imagined the way we service our clients by leading the relationship with Advisory Services. The tax return is the end result of strategic planning. We have moved from the tra...
  • 1 Month Ago

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Administrator
  • RF10
  • San Diego, CA FULL_TIME
  • Job Overview:We are seeking a highly organized Administrator to join our team. As an Administrator, you will be responsible to receive, file and distribute all documentation. This is a role that requi...
  • 1 Month Ago

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SBA Servicing Specialist
  • Enterprise Bank & Trust
  • San Diego, CA FULL_TIME
  • Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to ...
  • 18 Days Ago

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0 Trust Administrator jobs found in San Diego, CA area

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Estate Planning Attorney
  • Tresp Law, APC
  • Job Description : Tresp Law, APC, seeks to add an Estate Planning Attorney with three to five years of demonstrable expe...
  • 4/25/2024 12:00:00 AM

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Senior Financial Analyst- Healthcare
  • Sayva Solutions
  • San Diego, CA
  • About the Opportunity: Our client in the healthcare industry is looking for a Senior Financial Analyst to join their San...
  • 4/25/2024 12:00:00 AM

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Requirements Manager
  • Forge Forward, Inc.
  • San Diego, CA
  • Job Description Job Description Forge Forward is looking for a Requirements Manager to support a client in San Diego, CA...
  • 4/25/2024 12:00:00 AM

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Account Executive
  • Modern Luxury
  • San Diego, CA
  • Join Us as an Account Executive in San Diego, CA Location: San Diego, CA Reporting to: Publisher Required: MUST have at ...
  • 4/24/2024 12:00:00 AM

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Account Sales Representative
  • Verimatrix, Inc.
  • San Diego, CA
  • **Be Part of Our Vision-Driven Team** By joining the Verimatrix team, youll help us attain our vision of securing and en...
  • 4/24/2024 12:00:00 AM

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Associate Attorney
  • Battaglia & DeKoning
  • San Diego, CA
  • Job Description Job Description Trusts and Estates Law Practice has an opening for a Full-Time Associate Attorney. We ar...
  • 4/23/2024 12:00:00 AM

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Associate Attorney
  • Battaglia & DeKoning
  • San Diego, CA
  • Job Description Job Description Trusts and Estates Law Practice has an opening for a Full-Time Associate Attorney. We ar...
  • 4/22/2024 12:00:00 AM

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Law Firm Salesperson
  • Shoup Legal, a Professional Law Corporation
  • Escondido, CA
  • Job Type Full-time Description *Please note, applicants who do not follow instructions will not be considered for the po...
  • 4/22/2024 12:00:00 AM

According to SDSU professor emeritus Monte Marshall, San Diego Bay is "the surface expression of a north-south-trending, nested graben". The Rose Canyon and Point Loma fault zones are part of the San Andreas Fault system. About 40 miles (64 km) east of the bay are the Laguna Mountains in the Peninsular Ranges, which are part of the backbone of the American continents. The city lies on approximately 200 deep canyons and hills separating its mesas, creating small pockets of natural open space scattered throughout the city and giving it a hilly geography. Traditionally, San Diegans have built the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$66,550 to $85,040
San Diego, California area prices
were up 2.6% from a year ago

Trust Administrator in Peoria, IL
We work hard to make the trust administration process easy, quick, and inexpensive.
December 14, 2019
Trust Administrator in Yakima, WA
Can provide representation to a trust administrator and can help facilitate the trust administration process so that the administration of the trust can go smoothly and so assets can be transferred to heirs or beneficiaries as quickly as possible.
January 06, 2020
Trust Administrator in Olympia, WA
The assets in the trust should pass almost automatically to the designated beneficiaries.
January 01, 2020