Fiduciary Director

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Location
Los Angeles, CA
Job Type
Direct Hire
Date
Jun 05, 2019
Job ID
2671069
Established trust company seeks Fiduciary Director to manage Los Angeles office and oversee team of trust officers, administrators, and associates.
  • Develop staff, lead meetings, and assist team members with continuing professional development
  • Oversee trust administration and compliance process for a book of client relationships
  • Work closely with financial advisors and internal trust team to structure trusts, review documents and interpret family structures
  • Participate in discovery of new business and work with internal team to effectively coordinate new business process
  • Requires 10+ years of experience in the trust industry, with management experience ideal. CTFA and/or J.D. preferred