💼 Now Hiring: Jr. Trust Administrator | Long Beach, CA

Are you passionate about delivering exceptional client service and building trusted relationships with high-net-worth clients?

We’re looking for a Jr. Trust Administrator to join our growing team and play a key role in managing and administering complex trust and investment relationships ranging from $1M to $25M.

In this role, you’ll work closely with clients, attorneys, and financial professionals to ensure each trust is administered with precision, care, and expertise. This is an incredible opportunity to grow your career in wealth management and trust administration with a collaborative, client-focused team.

✨ What You’ll Do:

• Administer a portfolio of trust accounts while delivering an exceptional client experience
• Collaborate with trust counsel, tax specialists, and other internal partners to ensure proper documentation and administration
• Partner with external professionals — attorneys, accountants, and co-trustees — to ensure compliance with governing trust documents
• Maintain proactive communication with clients through calls, correspondence, and meetings
• Develop deep expertise in personal trust to serve as a resource to clients and internal partners
• Identify opportunities to deepen client relationships and deliver additional value

✅ What You Bring:

• Bachelor’s degree required; advanced certifications (JD, CPA, CFA, CTFA) preferred
• 5+ years of relevant experience in wealth management or trust administration
• Strong understanding of trust and investment management practices
• Excellent communication and client advisory skills
• A professional network and ability to build strong relationships with centers of influence

📍 Location: Long Beach, CA

🏦 Client Base: High-net-worth clients with accounts from $1M–$25M

If you’re ready to take the next step in your trust and wealth management career and make an impact in clients’ financial futures, we’d love to connect.

👉 Apply today or send Aileen@thehiringadvisors.com a message to learn more.