Job details Are you an experienced financial professional open to a new career in the industry?
Our client, a professional Fiduciary firm in the Santa Barbara area, has an immediate need for a skilled professional with a finance background to join the team on a permanent basis.
The ideal candidate will possess a strong background in finance, taxation, or estate planning, and will be assist in managing the affairs of trusts, estates, and other fiduciary relationships. ...
Responsibilities :
Oversee the administration of trusts, estates, conservatorships, and other fiduciary accounts in accordance with applicable laws and regulations.
Manage investment portfolios and make strategic decisions to optimize asset growth and preservation.
Work closely with beneficiaries, attorneys, accountants, and other professionals to ensure effective communication and collaboration.
Prepare and maintain accurate financial records, including budgets, account statements, and tax filings.
Provide expert guidance and advice on matters related to estate planning, wealth transfer, and asset protection.
Stay informed about changes in tax laws, financial markets, and fiduciary best practices to ensure compliance and maximize client outcomes.
Cultivate and maintain strong relationships with clients, demonstrating a commitment to professionalism, integrity, and exceptional service.
Working hours : Various Shifts Available
Skills :
Bachelor's degree preferred
Strong knowledge of fiduciary principles, tax laws, and investment strategies.
Previous experience working with Bank / Trust
Education : Bachelors
Bachelors
Experience : 4-7 years
4-7 years
Qualifications :
Previous experience in trust administration, estate planning, or wealth management.
Excellent analytical, problem-solving, and decision-making skills.
Exceptional communication and interpersonal abilities, with the ability to interact effectively with clients and colleagues from diverse backgrounds.
Detail-oriented with a high level of accuracy and integrity.
Ability to prioritize and manage multiple tasks efficiently in a fast-paced environment.
Proficiency in relevant software applications (e.g., Microsoft Office, financial planning software).
Apply TODAY and become part of a dynamic and rewarding organization dedicated to serving clients with excellence and integrity.
Financial Professional
We are in the insurance and financial service business and our service is to provide guidance and solutions to help clients accomplish their key financial goals such as:. We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching...
Financial Professional
Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess ...
Financial Professional - Remote
As a part of our team you will be working to solve some of the worlds most pressing issues like financial literacy and financial education. We help make the idea of financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds. Financial ss/kn...
Financial Professional - Remote
As a part of our team you will be working to solve some of the worlds most pressing issues like financial literacy and financial education. We help make the idea of financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds. Financial ss/kn...
FInancial Professional
Job details Are you an experienced financial professional open to a new career in the industry?. Our client, a professional Fiduciary firm in the Santa Barbara area, has an immediate need for a skilled professional with a finance background to join the team on a permanent basis. Work closely with be...
Financial Professional
We believe in a holistic approach to financial empowerment which is why we have a threepart mission that guides our work: build and secure wealth for families and individuals; create a movement of financial professionals; and turn wealth into impact. You will engage with clients providing financial ...
Financial Professional (Remote)
We believe in a holistic approach to financial empowerment, which is why we have a three-part mission that guides our work: build and secure wealth for families and individuals; create a movement of financial professionals; and turn wealth into impact. You will engage with clients, providing financi...
Financial Professional
We believe in a holistic approach to financial empowermentwhich is why we have a threepart mission that guides our work:build and secure wealth for families and individuals; create amovement of financial professionals; and turn wealth intoimpact. Youwill engage with clients providing financial educa...
Financial Professional - Remote
As apart of our team you will be working to solve some of the worldsmost pressing issues like financial literacy and financialeducation. We helpmake the idea of financial independence and financial securityaccessible to a diverse group of people from a wide range ofbackgrounds. Financial ss/knowledg...
Financial Professional Remote
As apart of our team you will be working to solve some of the worldsmost pressing issues like financial literacy and financialeducation. Wehelp make the idea of financial independence and financial securityaccessible to a diverse group of people from a wide range ofbackgrounds. Financialss/knowledge...