California Licensed Trust Officer

A company is looking for a Trust Officer responsible for fiduciary oversight and client relationship management of individual wealth management accounts.Key ResponsibilitiesManage estate settlement and trust administration, including asset inventory, debt payment coordination, and beneficiary distributionsOversee the management and disposition of trust-owned personal and real estate propertyProvide proactive client service and support new account onboarding, ensuring compliance with regulations and policiesRequired Qualifications7-10 years of experience in trust administration and estate settlementBachelor's degree required; advanced degree and CTFA preferredStrong knowledge of trust administration principles and California Probate CodeExperience with trust-owned real estate and unique assetsProficiency in Microsoft Office and familiarity with trust accounting systems