Job Overview:

We are currently seeking a dedicated Trust Officer to join our team in Indio, California. This position offers an exciting opportunity for individuals looking to advance their career in the Finance Industry.

Job Details:

This role involves managing trust accounts, preparing reports, and ensuring accurate transactions. The Trust Officer will also collaborate with various stakeholders to facilitate trades and provide exceptional client service.

Responsibilities:

• Open and close trust accounts
• Compile and prepare reports, agendas, and notices
• File annual reports
• Onboard US and Foreign Trust Accounts
• Process daily transactions, fees, and prepare reports
• Assist trust officers with account management activities
• Review transactions for errors and inaccuracies

Requirements:

• Bachelor's Degree, preferred
• Demonstrated ability to perform tasks accurately and on time
• Strong organizational skills
• Proficient in Microsoft Office Suite
• 1-4 years of related experience

Benefits:

• Competitive salary range of $60-75k/year
• Direct hire opportunity
• Various shifts available

Other Details:

This role requires individuals who are detail-oriented, motivated, and confident in managing trust accounts. If you are looking to grow in the Finance Industry in Indio, California, we invite you to apply for this exciting opportunity.