8a7883d06189acad01618b67cb676a9b
The Trust Associate supports Trust Officers in administering JTC accounts while ensuring compliance with governing documents, fiduciary standards, and applicable laws. This role involves collaborating with Portfolio Manager Groups to maintain operational excellence and deliver exceptional client service. The position focuses on managing account workflows, processing financial transactions, and assisting with tax and reporting tasks.
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
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and employee contacts for 8a7883d06189acad01618b67cb676a9b.
8a7883d06189acad01618b67cb676a9b didn’t post a salary, so this is our estimate from similar listings.
31% below the average for this role