Trust Administrator Jobs in Long Beach, 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.
- Costa Mesa, CA (22 miles from Long Beach, CA)
- 4 hours ago
- Costa Mesa, CA (22 miles from Long Beach, CA)
- 4 hours ago
Trust Administrator II The Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard client relationships....
Associate Trust Officer - Associate Fiduciary Specialist
- Long Beach, CA
- 3 days ago
- Long Beach, CA
- 3 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...
Trust Administrator -Centralized Trust Administration Support
- Los Angeles, CA (10 miles from Long Beach, CA)
- 14 days ago
- Los Angeles, CA (10 miles from Long Beach, CA)
- 14 days ago
Application Deadline: 03/27/2025 Address: 300 S. Grand Ave. Job Family Group: Wealth Sales & Service Support to the Real Estate and Special Asset Group Provides high quality sales and service to...
Demographic Data for Long Beach, CA
Moving to Long Beach, CA? Find some basic demographic data about Long Beach, CA below.
Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Long Beach, CA
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Long Beach, 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
- Commercial Banking
- BSA
- Account Maintenance
- Know Your Customer
- Automated Clearing House
- Private Banking
- OFAC
- Cross Selling
- Mortgage Processing
- Wealth Management
- Credit Analysis
- Financial Services
- Anti-Money Laundering
- Capital Markets
- Service Standards
- Investment Banking
- Investment Management
- Account Reconciliation
- Taxes
- Financial Planning
- Client Services
- Resolution
- Real Estate
- Referrals
- Relationship Management
- Accounts Payable
- Strategy Development
- Risk Management
- Closing
- Finance
- Business Development
- Process Improvement
- Accounting
- Mentoring
- Documentation
- Bachelor's Degree
- Reporting
- Sales
- Regulations
- Policy Development
- Microsoft Excel
- Problem Solving
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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