About this role
Trust Officer at Parallel Advisors, LLC. Location: Beverly Hills or San Francisco. Role: Lead fiduciary administration, Manage beneficiary relationships, Ensure regulatory compliance Requirements: Bachelor’s degree; 7-10+ years in trust administration; strong knowledge of CA trust and probate law; JD or CTFA preferred; excellent organizational and communication skills. Category: Finance and Accounting Seniority: Senior Level Certifications: certified trust and fiduciary advisor (ctfa), juris doctor (jd) Commitment: Full Time Workplace: Hybrid Languages: English