Upvote
Downvote
FIDUCIARY
Share Job
- Suggest Revision
- Are you an experienced CPA, CFA, or Estate Planning attorney open to a new career in the industry?
- Our client, a professional Fiduciary firm in the Santa Barbara area, has an immediate need for a skilled asset management professional to join the team on a permanent basis.
- The ideal candidate will possess a strong background in finance, taxation, or estate planning, and will be responsible for managing the affairs of trusts, estates, and other fiduciary relationships.
- Oversee the administration of trusts, estates, conservatorships, and other fiduciary accounts in accordance with applicable laws and regulations.
- Provide expert guidance and advice on matters related to estate planning, wealth transfer, and asset protection.
Active Job
Updated YesterdaySimilar Job
Relevance
Active