EXC1008EXBA

Trust Specialist

EXC1008EXBA

1 month ago
Santa Rosa, CA
Onsite
Full Time
Junior
0 applicants
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EXC1008EXBA
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About this role

The Trust Specialist provides account maintenance and administrative assistance to Trust Officers, managing various trust and retirement accounts. The role involves client relationship management, account oversight, and supporting trust operations to ensure compliance and efficiency.

Skills

Qualifications

Associate's degree in accounting, business administration, or related fieldTwo years' experience in administrative support or Trust Administration
EXC1008EXBA

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

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