Trust Clerk jobs in Fresno, CA

Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)

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Trust and Estate, Business Attorney
  • Lawvex
  • Clovis, CA FULL_TIME
  • Seeking Trust and Estate, Business Associate Attorneys.

    Biggest thing for us is culture fit. Here's a link to the Join Our Team page on our website that shares what's unique about us. Check it out,

    Lawvex is a seven-attorney, tech-forward law firm with offices in the cities of Clovis and Madera, in sunny central California, and at the beautiful coast in Solvang, California. We are a business, real estate, and trust and estates firm that is on track for aggressive growth and we need an attorney to join our amazing team and work directly with other attorneys and staff to help our clients with their legal needs.

    If you’re looking for an alternative to the traditional firm grind, Lawvex has been on a mission since 2009 to take the frustration out of law for our clients, staff and attorneys. If you are looking for growth opportunities in your career, our vision is to become a regional firm with offices throughout central California, and the coast. If you are an associate we offer a short, 3 year maximum, partner track. If you are a lateral, we offer very competitive origination and income partnership compensation. We want to be known for our early (2009) adoption of cloud-based technology and for using that to create a new standard in quality of life for staff and attorneys and an amazing legal experience for clients.

    New Standard in Quality of Life: you work hybrid or remotely; we provide you with a cutting edge suite of software to do your job and communicate internally and externally; we provide you with competitive compensation, benefits and opportunity for bonus compensation for those who can demonstrate their profitability; we provide clear key performance indicators and regular performance reviews so you know if you’re winning and why and periodic live events that you are welcome to attend. Lateral partners make their own schedule, set their own hourly rates, have independent case authority, take cases they want and turn down cases they don’t.

    Amazing Legal Experience: we help business owners and families plan for, transfer and inherit their business and real estate so that they have peace of mind; we build amazing relationships with our clients by living out our values: Speed, Efficiency, Value, Education, Compassion, and Transparency; and we solicit and receive outstanding feedback and reviews from our clients for doing a great job.

    What our attorneys do:

    • Engage new clients by listening and understanding their concerns and needs;
    • Build trust with new clients by sharing why they are passionate about solving clients’ problems;
    • Set client’s expectations honestly and early with a great initial meeting;
    • Review the facts, documents, pleadings and do the research to fully understand the case;
    • Create a case plan that shows how clients concerns and needs will be met;
    • Provide education and guidance to clients with a case plan meeting;
    • Work cases in a timely, efficient and cost effective manner;
    • Track time descriptively and review bills so clients understand what was charged and why;
    • Build trust with clients by updating the case plan and communicating often about case status;
    • Monitor their Utilization Rate%, Realization Rate% and Collections Rate%;
    • Produce deliverables on time, on budget; and
    • Constantly improve by soliciting feedback from clients and applying it to the next case.

    What our attorneys do not do:

    • Intake, receiving leads, scheduling initial appointments, collecting initial conflicts data;
    • Schedule meetings or calls with clients or opposing counsel;
    • Phone reception;
    • Scanning, filing, uploading of hard copy court documents, correspondence, or client documents;
    • Assembly and sending of outgoing hard copy court documents or correspondence;
    • Hire, manage, or fire staff;
    • Banking, accounting, trust accounting, financial management of the firm;
    • Website management, internet marketing, SEO management or ad campaigns;
    • Cleaning, repairs, maintenance of physical offices of the firm; or
    • Take liability or guarantee any debt or lease of the firm.

    If the statements below appeal to you, then you may be our next attorney!

    • You are more interested in the 5-star Google review than how much you billed the client for;
    • You like the flexibility of working in a hybrid / remote work environment;
    • You can still be highly productive in a hybrid / remote work environment;
    • You dig deep into clients’ problems and love providing great results;
    • You would love to not be involved in the administrative business of law and just want to practice;
    • You are open to data-driven decision making and new ways of practicing law;
    • You can work within our systems and processes and not insist on how you’ve always done it

    Associate: This is a full-time position where you are expected to manage a full caseload, so you must be able to work in person for 40 hours per week. Remote and hybrid work will be phased in gradually. During the first year of employment the pay will be a range of $90,000 to $120,000 with opportunities for increase based on reaching production goals. Bonus compensation is discretionary not obligatory.

    Partner: This is a minimum 30 hours per week position, remote or hybrid work at your option. You manage your own schedule and caseload. Origination % paid on cases you bring to the firm. Collected revenue % paid on services you provide and collect and increases as total collections increase. Staff support, software, HR, intake, reception, office, all provided with no chargebacks for expenses. Pure income partnership. No salary or benefits.

    Please prepare a cover letter with no more than TWO paragraphs and a closing sentence. In the first paragraph explain what you believe are the 3 most important qualities needed in someone who works with clients and why you believe they are the most important qualities. In the second paragraph, explain why you applied to this particular ad. As a closing sentence please write, “I have read the instructions contained in the job posting and have followed the instructions.”

    Do not send your resume through this website. Email your resume and cover letter in the PDF format to . The subject line of the email should be your last name (in all caps), followed by the position you are applying for in lowercase, followed by one word that you would use to describe yourself in all caps. [For example: SMITH attorneyAWESOME]

    We look forward to reviewing your application.

    APPLICATIONS RECEIVED THROUGH THIS SYSTEM AND THAT DO NOT FOLLOW INSTRUCTIONS WILL NOT BE CONSIDERED.

    Job Type: Full-time

    Pay: $90,000.00 - $120,000.00 per year

    Benefits:

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

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Work Location: In person

  • 7 Days Ago

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Clerk
  • Raley's Supermarkets
  • Oakhurst, CA OTHER
  • Overview We are now hiring Great People Who Care! We are looking for a fearless and accountable Clerk who is positive and passionate! Our Clerks will be responsible for executing a wide variety of tas...
  • 21 Days Ago

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Trust Messenger Network – Trusted Messenger Specialist (Part-time)
  • The Fresno Center
  • Fresno, CA PART_TIME
  • Program/Dept.: Trusted Messenger Network Classification: Temporary, Part-Time/ Non-Exempt Salary Range: $20.00/Hourly Reports to: Program Manager Location: 4879 E. Kings Canyon Road, Fresno, CA 93727 ...
  • Just Posted

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Clerk (General Clerk)
  • US Internal Revenue Service
  • Fresno, CA FULL_TIME
  • Duties WHAT IS THE TAX PAYER SERVICESDIVISION? A description of the business units can be found at: https://www.jobs.irs.gov/about/who/business-divisions Vacancies will be filled in the following spec...
  • Just Posted

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Invoicing Clerk
  • Robert Half
  • Corcoran, CA PER_DIEM
  • Robert Half is looking to bring an experienced, efficient Accounts Receivable (A/R) detail oriented onto a growing team at a reputable Agriculture company. You will enter, post and reconcile batches, ...
  • 18 Days Ago

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Accounting Clerk
  • Ultimate
  • Fresno, CA OTHER
  • Job Description Accounting Clerk opportunity in North Fresno. This is an excellent opportunity for candidates who have recently received their accounting degree or candidates with 1 years of accountin...
  • 19 Days Ago

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0 Trust Clerk jobs found in Fresno, CA area

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Administrative Assistant
  • Fresno Pacific University
  • Fresno, CA
  • Salary: $22.00 - $25.50 Hourly Location : Fresno, CA Job Type: Full-Time Job Number: 2024-00256 Department: President's ...
  • 4/26/2024 12:00:00 AM

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TEMPORARY Instructional Administrative Assistant
  • State Center Community College District
  • Fresno, CA
  • Salary: $28.44 - $34.98 Hourly Location : Madera Community College, CA Job Type: Temporary Job Number: 202400093-T Divis...
  • 4/25/2024 12:00:00 AM

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Administrative Assistant
  • PTS Advance
  • Fresno, CA
  • Administrative Assistant Coordinate with Billing Lead on Billing tasks including but not limited to invoicing, excel spr...
  • 4/24/2024 12:00:00 AM

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Administrative Assistant
  • Century 21 Select Real Estate Inc
  • Madera, CA
  • Job Description Job Description Do you enjoy working independently in a position where your work experience and people s...
  • 4/24/2024 12:00:00 AM

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Administrative Assistant
  • Rathbun Associates
  • Fresno, CA
  • Job Description Job Description Phoenix Entreprises Full Time Hours 8am- 4:30pm M-F JOB DESCRIPTION Administrative Assis...
  • 4/23/2024 12:00:00 AM

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Executive Administrative Assistant
  • Ultimate Staffing
  • Madera, CA
  • Executive Administrative Assistant needed for Madera organization. This is a contract position with the potential to be ...
  • 4/22/2024 12:00:00 AM

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Administrative Assistant
  • HonorVet Technologies
  • Fresno, CA
  • Job Description: The Human Resources Administrative Assistant will provide administrative support to the Cargill HR depa...
  • 4/22/2024 12:00:00 AM

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Administrative Assistant
  • Fit Republic
  • Fresno, CA
  • Job Description Job Description Responsibilities: Draft correspondences and other formal documents Develop and implement...
  • 4/22/2024 12:00:00 AM

Fresno (/ˈfrɛznoʊ/ FREZ-noh; Spanish for "ash tree") is a city in California, United States, and the county seat of Fresno County. It covers about 112 square miles (290 km2) in the center of the San Joaquin Valley, the southern portion of California's Central Valley. Named for the abundant ash trees lining the San Joaquin River, Fresno was founded in 1872 as a railway station of the Central Pacific Railroad before it was incorporated in 1885. The city has since become an economic hub of Fresno County and the San Joaquin Valley, with much of the surrounding areas in the Metropolitan Fresno regi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$36,136 to $43,138
Fresno, California area prices
were up 2.7% from a year ago

Trust Clerk in Lebanon, PA
If the minor would like to request their trust fund by mail, the minor has to complete the acknowledgment form in front of a notary and mail this document along with the original birth certificate, a copy of their current state ID or current school ID and copy of their Social Security card.
December 19, 2019
Trust Clerk in San Diego, CA
Is being a "TRUST-VAULT CLERK" your very best career choice.
December 11, 2019
Trust Clerk in Wilmington, NC
Based on our compensation data, the estimated salary potential for Trust Clerk will increase 16 % over 5 years.
February 22, 2020