Trust Administrator jobs in Visalia, 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)

A
Controller - Sequoia Riverlands Trust
  • Another Source
  • Visalia, CA OTHER
  • At a glance

    Looking to take the next step in your financial career? Join Sequoia Riverlands Trust, a regional nonprofit land trust dedicated to conserving California's heartland, as their new Controller based out of Visalia, CA. In this hybrid role, you will oversee financial activities, ensuring compliance and supporting strategic planning for sustainable land and water management. Your passion for finance and environmental stewardship presents the ideal chance to thrive and contribute to this noble cause by making a meaningful impact in conservation while overseeing a dedicated team of 3-4 staff members.

     

    Submit your application today and be part of the mission to conserve California’s natural treasures!

    Description: What you'll be doing

    Another Source’s client, Sequoia Riverlands Trust, is recruiting a Controller to join their team in Visalia, CA.  

     

    About Sequoia Riverlands Trust: 

    Sequoia Riverlands Trust is a regional nonprofit land trust focused on conserving the lands and waters of California’s heartland through ambitious programs in conservation easements, land stewardship, restoration, conservation outreach, and education.  We envision a future in which a network of protected natural and working lands thrives in the region we serve, with business, agriculture, and society aligned around sustainable land and water management practices. 

     

    Learn more about Sequoia Riverlands Trust. 

     

    About the role: 

    The Controller will play a key role in managing the organization's financial activities, ensuring compliance with accounting principles, and supporting strategic financial planning. Additionally, this position will oversee operations to ensure efficient and effective organizational processes. The ideal candidate will have a strong background in financial management, nonprofit accounting, and a passion for environmental conservation. The Controller reports directly to the Executive Director and supervises a staff of 3-4.   

     

    Specifics: 

    Financial Management  

    • Oversee day-to-day financial operations, including accounts payable, accounts receivable, and payroll.  
    • Manage the organization's budget, financial forecasts, and monthly cash flow.  
    • Prepare and analyze monthly, quarterly, and annual financial reports for the Board of Directors and senior management.  
    • Oversee major contracts with outside consultants and other vendors.  
    • Coordinate relationships and support from accounting and banking partners.  

     

    Grant Management:  

    • Review grant proposal budgets to ensure appropriate coverage of both direct and indirect costs (per grant guidelines)  
    • Work closely with program managers to track and report on grant finances.  
    • Ensure accurate allocation of funds and compliance with grant requirements.  

     

    Compliance, Risk Management, and Reporting:  

    • Ensure compliance with relevant standards, legal requirements, and regulatory obligations.  
    • Coordinate and support the annual external audit process. 
    • Prepare and submit financial reports to funding agencies, donors, and government entities as required.  
    • Identify and mitigate operational risks, implementing strategies to minimize potential disruptions.  

     

    Strategic Planning:  

    • Collaborate with the executive team and Board to develop and implement financial and operational strategies that align with the organization's mission and goals.  
    • Provide user-friendly financial insights and recommendations to support decision-making processes.  
    • Support strategic planning to promote long-term sustainability of the organization, and track progress toward that goal.  
    • Operations Oversight:  
    • Supervise and optimize organizational processes to enhance efficiency and effectiveness.  
    • Collaborate with department heads to address operational challenges and implement solutions.  
    • Monitor and evaluate the performance of operational systems and recommend improvements.  
    • Oversee human resources functions, in coordination with our outsourced human resources consultant.  

     

    Team Collaboration: 

    • Collaborate with cross-functional teams to integrate financial considerations into organizational planning and decision-making.  
    • Provide guidance and training to staff members on financial policies and procedures.  

     

    What we would like to see from you: 

    • Bachelor's degree in Accounting, Finance, or a related field (Master's degree or CPA preferred).  
    • Proven experience as a Controller or similar role, preferably in a nonprofit organization.  
    • Strong knowledge of nonprofit accounting principles and regulations.  
    • Excellent analytical and problem-solving skills.  
    • Proficient in QuickBooks and Microsoft Office Suite.  
    • Exceptional communication and interpersonal skills.  
    • Desire to work in highly collaborative conservation organization committed to excellence.  
    • Demonstrated ability to work in a small team environment, and with a broad range of individuals and organizations with diverse interests.  

    This position offers an annual salary between $112,000 and $138,000K   

     

    Another Source works with their clients, on a retained project basis.  We are committed to building inclusive candidate pools as we partner with hiring teams. Veterans, women, people of color, LGBTQIA , and people with disabilities are encouraged to apply. As you read through the job posting and review the list of qualifications (required and/or preferred), please do not self-select out if you feel you do not meet every qualification. No one is 100% qualified. We encourage you to apply and share your story with us.   

     

     

    #AS1

  • 1 Month Ago

S
Administrator
  • Skilled Nursing Care
  • Visalia, CA FULL_TIME
  • Administrator Required Qualifications The Administrator must possess: A valid, unrestricted RCFE license in the state. Bachelor’s degree in Health Administration preferred. Must have at least three (3...
  • 21 Days Ago

F
Administrator
  • FullShift Staffing, LLC
  • Fresno, CA FULL_TIME
  • FullShift Staffing is a staffing agency providing temporary solutions to employer’s needs. We are looking for Individuals who are willing to help us fill those roles and have a passion for health care...
  • 21 Days Ago

S
Administrator
  • Sweetwater Care
  • Fresno, CA FULL_TIME
  • FullShift Staffing is a staffing agency providing temporary solutions to employer’s needs. We are looking for Individuals who are willing to help us fill those roles and have a passion for health care...
  • 7 Days Ago

O
Administrator
  • Older Americans Housing Inc
  • Fresno, CA FULL_TIME
  • DescriptionUnder minimal supervision, administers directives set forth by the Board of Directors and Executive Director of T.A.T. Management; conducts the affairs of the facility in accordance with fe...
  • 10 Days Ago

S
Administrator
  • Sweetwater Care
  • Visalia, CA FULL_TIME
  • Administrator Required Qualifications The Administrator must possess: A valid, unrestricted RCFE license in the state. Bachelor’s degree in Health Administration preferred. Must have at least three (3...
  • 1 Month Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Trust Administrator jobs found in Visalia, CA area

N
Roadway Worker In Charge (RWIC)
  • National Railroad Safety Services, Inc. (NRSS)
  • Visalia, CA
  • Job Title: Roadway Worker In Charge (RWIC) Location: Visalia, CA Job Type: Full-Time FLSA Status: Hourly; Non-Exempt Rep...
  • 3/29/2024 12:00:00 AM

C
Customer Support Representative, North America West
  • Circle International Bermuda Limited.
  • Fresno, CA
  • **Customer Support Representative, North America West** at Circle Fresno - will also consider remote in US Circle is a g...
  • 3/28/2024 12:00:00 AM

S
Administrator
  • Skilled Nursing Care
  • Visalia, CA
  • Skilled Nursing Care - Administrator Required Qualifications The Administrator must possess: A valid, unrestricted RCFE ...
  • 3/28/2024 12:00:00 AM

O
Sales Manager
  • Office Depot, Inc.
  • Visalia, CA
  • **Sales Manager** Stores 2425 S. Mooney Blvd., Visalia , CA Feb 11, 2022 52345 **Overview** At Office Depot and Office M...
  • 3/27/2024 12:00:00 AM

B
US, AVP, Commercial Banking
  • BMO Financial Group
  • Fresno, CA
  • For nearly 80 years, BMO Commercial Bank has served the needs of the entire food continuum. We understand how each eleme...
  • 3/26/2024 12:00:00 AM

L
Licensed Clinical Social Worker (LCSW) - 100% Remote! - Visalia, CA
  • Lifestance Health
  • Visalia, CA
  • At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make liv...
  • 3/26/2024 12:00:00 AM

L
Licensed Marriage and Family Therapist (LMFT) - 100% Remote! - Visalia, CA
  • Lifestance Health
  • Visalia, CA
  • At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make liv...
  • 3/26/2024 12:00:00 AM

P
Onsite Manager
  • Peoplelink Group
  • Visalia, CA
  • Are you interested in becoming part of a team that is responsible for building reliable, secure, and scalable solutions ...
  • 3/25/2024 12:00:00 AM

Visalia (/vaɪˈseɪliə/ vy-SAYL-ee-ə) is a city situated in the agricultural San Joaquin Valley of California, approximately 230 miles (370 km) southeast of San Francisco, 190 miles (310 km) north of Los Angeles, 36 miles (58 km) west of Sequoia National Park and 43 miles (69 km) south of Fresno. The population was 130,104 as of a 2015 U.S. Census Bureau estimate. Visalia is the 5th largest city in the San Joaquin Valley after Fresno, Bakersfield, Stockton and Modesto; the 44th most populous in California; and 198th in the United States. As the county seat of Tulare County, Visalia serves as the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$61,696 to $78,831
Visalia, California area prices
were up 2.7% 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