Trust Officer

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $120k - $145k / year

⏰ Full Time

🟠 Senior

🔴 Lead

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Lido Advisors, LLC

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1999

💸 Finance

👥 B2C

Finance • B2C

Lido Advisors, LLC is a wealth management firm that offers a sophisticated and personalized family office experience to clients, focusing on protecting, growing, and preserving their wealth. Established in 1999, Lido manages over $20 billion in assets and provides advanced financial planning, investment management, and strategic tax and estate planning services, primarily for high-net-worth individuals, entrepreneurs, charities, and media personalities. Although they do not provide direct legal or tax advice, they work closely with affiliated professionals to offer comprehensive financial solutions. Lido's unique value proposition lies in its accessible family office model and its dedication to personalized client service. With 33 offices across the United States, Lido Advisors is one of the nation's fastest-growing private wealth management companies.

📋 Description

• Manage estate settlement and trust administration, including inventory and collection of trust assets; research and coordinate payment of debts and taxes; process beneficiary distributions; prepare required estate notices in accordance with applicable state law; and coordinate the preparation of all required income and estate tax filings. • Oversee the management and/or disposition of trust-owned personal and real estate property. • Support new account onboarding, including account setup and asset transfer follow-up. • Perform post-acceptance and annual administrative account reviews (Reg 9) for assigned accounts. • Participate in day-to-day activities related to managing and mitigating risk within probate and trust accounts; ensure compliance with governing documents, Trust Company policies and procedures, and applicable state and federal banking regulations. • Maintain high levels of client service through timely research and responsiveness to trust beneficiaries, clients, and their centers of influence. • Read and interpret complex trust instruments; make informed decisions based on knowledge and research. • Research and recommend appropriate courses of action on non-routine fiduciary matters to senior management and/or relevant committees. • Provide proactive client service, including periodic reviews of clients’ financial and estate planning goals and objectives. • Maintain current knowledge of wealth management industry developments, laws, principles, and regulations, including those related to estate, fiduciary, charitable, and tax planning. • Participate in business development efforts with existing and prospective clients. • Engage with local community and professional organizations (e.g., bar associations, estate planning, wealth management, and fiduciary groups) to enhance the Trust Company’s professional presence. • Participate in special projects as needed.

🎯 Requirements

• 7–10 years of experience in trust administration and estate settlement • Bachelor’s degree required (advanced degree a plus) • CTFA preferred • Proficiency in Microsoft Office • CRM experience required (Salesforce a plus) • Familiarity with trust accounting systems • Strong knowledge of trust administration principles, with practical experience administering trusts governed by California law (Nevada experience a plus) • Working knowledge of the California Probate Code, CUPIA, and estate, GST, gift, and income tax laws as they apply to fiduciaries and beneficiaries. • Experience administering trust-owned real estate, partnerships, and other unique/illiquid assets • Strong understanding of fiduciary risk and related issues • General knowledge of investment strategies, objectives, and asset allocation • Solution-oriented, decisive, and self-motivated; able to work independently with minimal supervision • Strong organizational, time management, and multitasking skills, with a high level of accuracy and attention to detail • Excellent interpersonal and communication skills when interacting with colleagues, clients, and their centers of influence. • Represents the firm with a high level of professionalism and strong client-facing presence.