Trust Officer

. Administer fiduciary accounts in accordance with governing documents, applicable laws, and organizational policies .

Posted 9/25/2026full-timeCosta Mesa • California • United StatesSeniorLead💰 $96,500 - $207,500 per yearWebsite

Key responsibilities & impact

Administer fiduciary accounts in accordance with governing documents, applicable laws, and organizational policies
Review and interpret trust documents, monitor account activity, and ensure transaction and record accuracy
Serve as primary point of contact for clients, beneficiaries, and advisors
Ensure adherence to fiduciary, legal, regulatory, and internal policy requirements
Address client requests and account issues, including special distributions and fee inquiries
Oversee account openings and closings, documentation, asset transfers, income/principal classification, and tax reporting coordination
Collaborate with internal teams, external advisors, and centers of influence
Support new business development through referrals, partner participation, and client relationship expansion
Participate in process improvement initiatives
Perform other duties as assigned

What you’ll need

Bachelor’s degree required
7 years of experience in trust administration, fiduciary services, or related experience
Understanding of trust administration principles, governing documents, and fiduciary responsibilities
Ability to effectively manage client and advisor relationships
Knowledge of regulatory requirements and internal policies
Ability to monitor accounts, review transactions, and ensure documentation accuracy
Clear and professional interaction with clients, partners, and internal teams
Intermediate proficiency in relationship management, problem solving, collaboration, adaptability, and continuous learning

Comp & perks

Incentive compensation plan eligibility based on company, line of business and/or individual performance
Comprehensive benefits supporting physical, financial, emotional and social well-being