Trust Administrator Jobs in Santa Rosa
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Search Results - Trust Administrator Jobs in Santa Rosa
Robert Half-Santa Rosa
Our client is seeking a Trust and Estate Planning Attorney.
Position Overview
The ideal candidate will have 2–5 years of substantive experience in probate, trust administration, and estate and income tax planning. This role involves working...
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JKZ LLP-Santa Rosa
including complex and high net worth estate planning, trust administration and probate. Tax background and understanding is preferable, ideally with knowledge and preparation of Form 706 and Form 709. Litigation experience is also helpful. The Trusts...
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Lighthouse Legal Search-Santa Rosa
wills, and succession
• Wealth structuring, tax and estate planning
• Family and business governance
• Trusts, foundations, and private trust companies
• Probate, estate administration, and trust management
• Planning for vulnerable persons and mental...
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Friedemann Goldberg Wargo Hess LLP-Santa Rosa
healthcare directives.
• Tax Planning: Provide advice on tax-efficient strategies for wealth transfer, including gift tax, estate tax, and generation-skipping transfer tax planning.
• Trust Administration: Advise beneficiaries and trustees...
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Hire Counsel-Santa Rosa
We are working with highly respected, growing, full-service, Oakland, California based law firm with a strong commitment to providing exceptional legal services to its clients. The firm seeks a highly motivated and experienced Trust & Estates...
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Career Group-Santa Rosa
mitigation strategies
• Manage trusts administration, bank and investment account operations, and support contract review and legal documentation
• Oversee Legal Ops systems and reporting tools (e.g., Microsoft Dynamics 365, Power BI), ensuring data accuracy...
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Mission Recruiting, LLC-San Rafael (CA), 37 mi from Santa Rosa
and review estate planning documents, including trusts and wills
Provide ongoing client counsel and relationship management
Handle trust administration matters as applicable
Work independently while collaborating with internal team members
Meet billable...
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