BGM
The Trust Associate supports the day-to-day administration of trust accounts and client relationships, acting as a primary point of contact for clients while providing operational and administrative assistance to Trust Officers. The role focuses on client service, trust account management, documentation, and coordination with internal and external partners to ensure high-quality fiduciary services.
Headquarters
Bloomington, Minnesota, United States
Company Size
51-200 employees
Founded
1982
BGM is a financial advisory and accounting firm that partners with businesses and individuals to unlock financial potential through business solutions and personal wealth planning. They offer a full suite of services—accounting, advisory, and tailored wealth‑planning strategies—designed to drive measurable impact and long‑term success. BGM positions itself as a trusted, future‑focused advisor, helping clients plan and adapt their finances to meet evolving goals.
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 BGM.
13% below the average for this role