Personal Trust Officer
EXC1008EXBA
About this role
This position involves managing trust and estate administration with a focus on compliance, trust tax reporting, and estate settlements. The role emphasizes client relationship building, understanding estate planning, and collaborating with professionals to serve community needs.
Skills
Qualifications
About EXC1008EXBA
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About EXC1008EXBA
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for EXC1008EXBA.
Salary
$120k – $200k
per year