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© All Rights Reserved. ApplyBlast.com
Cummins Worldwide
The Trust Associate will support the Estate Planning and Legacy Services Division by conducting research, preparing documents, and coordinating with attorneys, accountants, and other professionals. The role involves tracking planning milestones, monitoring legislative changes, and assisting with trust administration and client communications.
Cummins Worldwide is an integrated financial and professional services firm that unifies accounting, HR, trust & legacy planning, and investment strategy under one team. With 20+ years of experience and $350M+ in assets managed, the firm eliminates the complexity of coordinating multiple advisors by delivering complete financial visibility through a single, coordinated platform. Cummins Worldwide serves business owners and individuals seeking aligned tax, hiring, estate, and portfolio strategies.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Cummins Worldwide.
Cummins Worldwide didn’t post a salary, so this is our estimate from similar listings.
15% below the average for this role
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