Cumberland Trust
Cumberland Trust is seeking an experienced fiduciary professional to administer trust accounts in accordance with specified terms while providing proactive client communication and service coordination. The role involves maintaining documentation, processing distributions, monitoring cash management, and completing account reviews with a focus on high-quality service and lower trust loads. This hybrid position requires expertise in trust law, taxation, and asset management to assist clients through complex trust administration.
At Cumberland Trust, we work with families, individuals, financial advisors, estate planning attorneys, family offices and CPAs to provide best-in-class independent trust and estate administration to help clients preserve legacies for generations to come.
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 Cumberland Trust.
Cumberland Trust didn’t post a salary, so this is our estimate from similar listings.
32% above the average for this role