We’re partnering with a highly respected, legal and fiduciary services organization that works closely with trust companies, financial institutions, and high-net-worth clients.

They’re looking to add an experienced legal professional to support complex trust, estate, and fiduciary matters in a highly collaborative, detail-driven environment.

If you enjoy operating at the intersection of law, finance, and client service, this role offers both intellectual challenge and long-term career stability.

What You’ll Be Doing

• Support trust and estate administration matters from inception through resolution
• Draft and review estate planning and trust-related documents
• Prepare probate and trust administration filings, pleadings, and supporting materials
• Coordinate post-death administration, including asset marshaling and notifications
• Communicate with beneficiaries, trustees, financial institutions, and advisors
• Review bank statements, accounting statements, tax documents, and financial records
• Track deadlines, statutory requirements, and compliance obligations
• Maintain highly organized case files and prepare reports for leadership
• Assist with fiduciary accountings and distributions
• Partner cross-functionally with legal, trust, and financial services teams

What We’re Looking For:

• 3+ years of experience as a paralegal within trust companies, wealth management firms, or financial institutions
• Proven track record of taking detailed minutes to maintain regulatory compliance
• Strong understanding of estate administration processes and compliance
• Knowledge of corporate governance

📩 If you’re a legal professional in the Long Beach area looking to apply your expertise in a trust-focused, financially sophisticated environment, let’s talk.

Apply directly or message Aileen@thehiringadvisors.com for a confidential conversation.