Trust Administrator Jobs in Rancho Palos Verdes, CA
A Trust Administrator in the banking industry is responsible for managing trusts, estates, and investment accounts, following the specifications within the trust agreement. This professional liaises with beneficiaries and other interested parties, ensuring all transactions are completed accurately and promptly. They may also conduct regular reviews of the trust agreements to verify the adherence to laws and regulations. Trust Administrators may assist in estate planning, tax strategies, and wealth transfer, offering clients invaluable financial advice and solutions.
Trust Administrators should possess strong analytical, communication, and organizational skills. They should be detail-oriented and have a comprehensive understanding of trust and estate law, financial planning, tax law, and investment strategies. As for certifications, many employers prefer candidates with Certified Trust and Financial Advisor (CTFA) certification, which indicates a high level of competency in trust administration. Prior to becoming a Trust Administrator, individuals often gain experience in roles such as Trust Associate, Trust Officer or Legal Assistant. A background in law, finance, or accountancy is typically required.
Senior Trust Officer - Special Needs Trust Services
- Los Angeles, CA (16 miles from Rancho Palos Verdes, CA)
- 1 day ago
- Los Angeles, CA (16 miles from Rancho Palos Verdes, CA)
- 1 day ago
About this role: Wells Fargo is seeking a Senior Trust Officer on the Special Needs Trust Services team as part of Wealth and Investment Management. Learn more about the career areas and lines of...
Associate Philanthropic Trust Officer - Associate Fiduciary Specialist
- Beverly Hills, CA (21 miles from Rancho Palos Verdes, CA)
- 6 days ago
- Beverly Hills, CA (21 miles from Rancho Palos Verdes, CA)
- 6 days ago
Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account...
Associate Trust Officer - Associate Fiduciary Specialist
- Long Beach, CA (7 miles from Rancho Palos Verdes, CA)
- 13 days ago
- Long Beach, CA (7 miles from Rancho Palos Verdes, CA)
- 13 days ago
Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account...
- Rancho Palos Verdes, CA
- 30+ days ago
- Rancho Palos Verdes, CA
- 30+ days ago
DEPARTMENT: GIFT SERVICES DEPARTMENT POSITION TITLE: TRUST AND ESTATE ADMINISTRATOR STATUS: FULL TIME, EXEMPT SALARY: $75,000 to $87,500 MISSION STATEMENT The Salvation Army, an international...
Demographic Data for Rancho Palos Verdes, CA
Moving to Rancho Palos Verdes, CA? Find some basic demographic data about Rancho Palos Verdes, CA below.
Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Rancho Palos Verdes, CA
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Rancho Palos Verdes, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Trust Administrator position
- Account Opening
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Account Maintenance
- Know Your Customer
- Commercial Banking
- Automated Clearing House
- Private Banking
- OFAC
- Mortgage Processing
- Cross Selling
- Credit Analysis
- Financial Services
- Anti-Money Laundering
- Wealth Management
- Service Standards
- Valuation
- Investment Banking
- Investment Management
- Portfolio Management
- Taxes
- Financial Planning
- Client Services
- Financial Analysis
- Resolution
- Real Estate
- Referrals
- Risk Management
- Finance
- Relationship Management
- Closing
- Accounts Payable
- Business Development
- Process Improvement
- Accounting
- Decision Making
- Documentation
- Collaboration
- Bachelor's Degree
- Reporting
- Filing
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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