San Pasqual Fiduciary Trust Company has multiple full-time job openings. See job descriptions and link to apply below.
About San Pasqual Fiduciary Trust Company
San Pasqual Fiduciary Trust Company is a privately held, California state-chartered financial institution founded in 2007 by experienced legal and financial experts. San Pasqual Trust is the only California-based trust company dedicated to providing trustee-only services. We never sell investment products, which enables us to provide our clients with truly impartial fiduciary service. We devote our skills, expertise, and resources to trust administration and management. We are a small but rapidly growing firm located in the heart of Downtown Los Angeles. Our firm combines the best qualities of a private trustee with the security and continuity of a regulated financial institution.
Job Title: Trust/Fiduciary Tax Manager
Ideal Candidate:
- Someone with an entrepreneurial mindset, who embraces the phrase “other duties as required”.
- Naturally curious, a self-starter interested in learning the nuances of trust administration
- A team player who is committed to continuous improvement welcomes constructive criticism.
- An organized and detail-oriented, professional who can balance multiple projects and prioritize commitments with good judgment
- A problem solver who enjoys a challenge and can think on their feet with the ability to be flexible
- A strong communicator who is comfortable taking the initiative to interface directly with stakeholders to resolve concerns or issues.
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Job Title: Trust Officer (Hybrid office/remote schedule)
Job Duties and Responsibilities:
- Serve as Trust Officer on a variety of trusts to ensure each trust is administered in accordance with applicable laws, regulations, and the terms of the governing instrument
- On-board new trusts including review and interpretation of trust documents to identity any potential issues, marshalling of assets and preparation of internal account set-up forms
- Apply principals of the California Probate Code applicable to trust administration and understand the tax implications of the various kinds of trusts
- Effectively establish and manage client relationships through interaction with grantors and beneficiaries
- Determine beneficiary distribution amounts and frequency and present any discretionary distributions for Trust Committee approval
- Perform annual reviews of assigned trusts and evaluate the performance of investment advisors assigned to the trusts
- Establish and maintain relationships with attorneys, CPA’s and other professional advisors to assure clients receive quality service and to enhance business development opportunities
- Other duties as required
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Job Title: Assistant Trust Officer
Job Duties and Responsibilities:
- Serve as Assistant Trust Officer on a variety of trusts to ensure each trust is administered in accordance with applicable laws, regulations, and the terms of the governing instrument.
- On-board new trusts including assembling and reviewing new account pre-acceptance materials, such as trust instruments, portfolio holdings, partnership agreements, KYC information, and trust accounting records.
- Effectively establish and manage client relationships through interaction with grantors and beneficiaries.
- Perform annual reviews of assigned trusts and evaluate the performance of investment advisors assigned to the trusts.
- Establish and maintain relationships with attorneys, CPA’s and other professional advisors to assure clients receive quality service and to enhance business development opportunities.
- Other duties as required.
Click Here to Apply/Learn more!
