Now hiring

Trust Specialist @ EXC

Santa Rosa, CAOnsiteFull-timePosted 20 days ago

Opens on the employer's site

About this role

Provide account maintenance and administrative assistance to assigned Trust Officers in managing all accounts, including more complex Irrevocable Trusts and Qualified Retirement Plans, and personally administer a basic account load of Personal Trust, Agency, Qualified Retirement Plan and IRA accounts. There are two levels of this position. The successful candidate will be offered the level of the position most closely matching their level of knowledge, skills and qualifications.

Ready to apply?

Install the ResuMinder extension and we'll auto-fill the application in seconds — no rewriting.

See how your CV scores — free