Trust Administrator jobs in Monterey, CA

Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Estate and Trust Paralegal
  • Johnson, Fantl & Aulenta, LLP
  • Monterey, CA FULL_TIME
  • Duties and Responsibilities:

    Transcribe, create and modify documents such as letters, memoranda, and spreadsheets with Microsoft Word, Excel and/or other programs.
    Maintain office calendar and Supervisor's calendar to coordinate schedules.
    Maintain and update client database.
    Perform general clerical duties including, but not limited to copying, faxing, mailing and filing (hard copy and electronic).
    Answer telephones and transfer to appropriate staff member.
    Sort and distribute incoming correspondence, including faxes.
    Open Supervisor's correspondence and present for review at regular scheduled meetings.
    Sign for and distribute UPS/FedEx or similarly delivered packages.
    May conduct research, compile data and prepare papers for consideration and presentation to the Supervisor.
    Set up and coordinate meetings and conferences.
    Interact with clients and visitors.
    Arrange for the repair and maintenance of office equipment.
    Support other staff in assigned project-based work.
    Maintain confidentiality in all aspects of client, staff and company information.
    Other duties as assigned by Supervisor.

    Knowledge, Skills and Abilities:

    Computer literate.
    Good writing, analytical and problem-solving skills.
    Knowledge of principles and practices of organization, planning, records management and general administration.
    Ability to communicate effectively.
    Ability to operate standard office equipment, including but not limited to, computers, telephone systems, typewriters, calculators, copiers and facsimile machines.
    Ability to follow oral and written instructions.

    Minimum Qualifications:

    Must be computer literate.
    Knowledge of principles and practices of basic office management and organization.
    Ability to work well either alone or as part of a team.

    Please e-mail your resume and a cover letter to the contact e-mail.

    Benefits:

    • Health insurance
    • Dental insurance
    • Vision insurance
    • Retirement plan
    • Paid time off
    • Professional development assistance

    Job Type: Full-time

    Pay: $60,000.00 - $90,000.00 per year

    Benefits:

    • 401(k)
    • Dental insurance
    • Flexible spending account
    • Health insurance
    • Life insurance
    • Paid time off
    • Vision insurance

    Work Location: In person

  • 13 Days Ago

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Guest Services Assistant
  • American Assets Trust
  • Monterey, CA FULL_TIME
  • Job Purpose: Assists in operating the Guest Services Center while providing excellent customer service. Provides administrative support services to facilitate the timely and accurate implementation of...
  • 9 Days Ago

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Nurse Administrator
  • Interim, Inc
  • Salinas, CA FULL_TIME
  • JOB DESCRIPTIONThe Nurse Administrator will be responsible for providing supervision, organization, training, support to agency nurses and oversees nurse scheduling for the agency. The incumbent will ...
  • 21 Days Ago

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Server Administrator
  • California State University, Monterey Bay
  • Seaside, CA FULL_TIME
  • Server Administrator Job no: 524041 Work type: Staff Location: Monterey Bay Categories: Unit 9 - CSUEU - Technical Support Services, Probationary, Full Time, Information Systems & Technology Classific...
  • 1 Day Ago

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Office Administrator
  • Engineered Products, a Papé Company
  • Salinas, CA FULL_TIME
  • Job Overview:Overhead Door Company of Salinas is hiring for a full-time position in Salinas, CA reporting to the ODC Salinas Operations Manager, with dotted line reporting to the Controller. The ideal...
  • 1 Day Ago

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Payroll Administrator
  • University Corporation at Monterey Bay
  • Monterey, CA FULL_TIME
  • Apply here: https://www.schooljobs.com/careers/csumb/jobs/4429224/payroll-administrator?page=1&pagetype=jobOpportunitiesJobs Job Summary:We are seeking a detail-oriented and experienced Payroll Admini...
  • 1 Day Ago

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0 Trust Administrator jobs found in Monterey, CA area

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College & Career Readiness (CCR) Specialist-Full Time, Full benefits
  • Boys & Girls Clubs of Monterey County
  • Seaside, CA
  • Title: College & Career Readiness (CCR) Specialist Work Schedule: Full-time, non-exempt; generally to be scheduled betwe...
  • 3/28/2024 12:00:00 AM

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Trade Compliance Coordinator / Documentation Specialist
  • Careerbuilder
  • Watsonville, CA
  • Superior Foods International (SFI) is a global importer, distributor, and manufacturer of frozen fruits, vegetables, and...
  • 3/27/2024 12:00:00 AM

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Chief People & Culture Officer
  • Monterey Bay Aquarium
  • Monterey, CA
  • ***PLEASE READ THE JOB DESCIRPTION PRIOR TO APPLYING*** About Monterey Bay Aquarium With a mission to inspire conservati...
  • 3/27/2024 12:00:00 AM

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Communication Center Representative - Work From Home>
  • ComplexCare Solutions
  • Seaside, CA
  • [Call Center / Remote] - Anywhere in U.S. / Up to $20 per hour - As a Communication Center Rep you'll: Conduct outbound/...
  • 3/27/2024 12:00:00 AM

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Travel Home Health Occupational Therapist - $1,718-1,980 per week
  • GetMed Allied
  • Monterey, CA
  • AMN Healthcare Allied is seeking a travel Home Health Occupational Therapist for a travel job in MONTEREY, California. J...
  • 3/25/2024 12:00:00 AM

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Salad and Sandwich Maker
  • Panera Bread
  • Seaside, CA
  • Salad and Sandwich Maker PANERA CAFE ASSOCIATE: SALAD AND SANDWICH MAKER Want to work in a place where you can learn, la...
  • 3/25/2024 12:00:00 AM

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Restaurant Team Member - Cashier
  • Panera Bread
  • Seaside, CA
  • Restaurant Team Member - Cashier PANERA CAFE RETAIL TEAM MEMBER: CASHIER Want to work in a place where you can learn, la...
  • 3/24/2024 12:00:00 AM

S
Store Customer Service Specialist - Fulltime $20.50phr (Seaside)
  • Sherwin-Williams
  • Seaside, CA
  • This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholes...
  • 3/13/2024 12:00:00 AM

Founded on June 3, 1770, Monterey (Spanish: Monterrey) was the capital of Alta California under both Spain and Mexico until 1850. Monterey hosted California's first theater, public building, public library, publicly funded school, printing press, and newspaper. Monterey was the only port of entry for taxable goods in California. In 1846, the U.S. flag was raised over the Customs House, and California became part of the United States after the Mexican–American War. The city is located in Monterey County in the U.S. state of California, on the southern edge of Monterey Bay on California's Cent...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$68,779 to $87,881
Monterey, California area prices
were up 2.5% from a year ago

Trust Administrator in Peoria, IL
We work hard to make the trust administration process easy, quick, and inexpensive.
December 14, 2019
Trust Administrator in Yakima, WA
Can provide representation to a trust administrator and can help facilitate the trust administration process so that the administration of the trust can go smoothly and so assets can be transferred to heirs or beneficiaries as quickly as possible.
January 06, 2020
Trust Administrator in Olympia, WA
The assets in the trust should pass almost automatically to the designated beneficiaries.
January 01, 2020