Senior Trust Administrator

EP Wealth Advisors Admin., LLC ("EPWA") is a wealth management advisory firm with over $19 Billion in AUM as of June 2023, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Our San Diego, CA office is hiring for a Senior Trust Administrator.  The Senior Trust Administrator will responsible for proactively engaging in firm wide initiatives developing and enhancing our corporate trustee services. This position involves client facing activities providing comprehensive services to existing clients, identifying business opportunities with the advisor group, and assisting our advisors wealth management services team with strategic planning.

Salary Range: $120,000 - $150,000 plus annual bonus 

Position Responsibilities:

• Facilitate the corporate trustee service offering with oversight from the Director of Estate Services

• Act as firm liaison with National Advisor Trust Company and be responsible for fostering and developing relationships between the trust officers, advisors, and clients

• Responsible for the administration, risk management and servicing of assigned fiduciary and investment management accounts

• Minimize account risk by analyzing trust documents and performing annual account reviews for compliance with trust provisions, state and federal regulations, and trust policy and procedure adherence

• Provide advisory services to clients on estate tax planning, wealth and business succession planning, charitable planning, trust tax planning

• Participate in internal strategy discussions for clients, collaborate with advisor teams and planning departments to address service objectives

• Collaborate with advisor teams to insure clients goals/objectives are being meet as pertains to the estate planning or charitable needs, provide advice and assistance with all aspects of trust administration

• Publicly represent the corporate trustee solution through participation in firm marketing initiatives, including client and prospective client seminars, writing articles and blogs, and other activities

• Perform additional functions, duties and specific tasks of a similar nature as necessary in order to achieve the firm’s business development and client retention objectives

• Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance

• Minimum five years of relationship management experience counseling high net worth clients on estate planning and trust administration
• Advanced degree required
• Demonstrated knowledge of Microsoft Office and CRM software
• Efficient and effective written and oral communication skills
• Experience and willingness to participate in public speaking events, prospect meetings
• Extremely detail oriented, exceptional follow through, reliable
• Ability to maintain positive attitude, self-motivated, ethically sound judgement
• Excellent client relations skills with ability to apply problem solving skills, and communicate solutions to clients
• Strong interpersonal skills, ability to work well with all levels of the firm and within a collaborative environment
• Ability to work independently and exercise discretion without direct and immediate supervision

What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

• 11 Paid Holidays
• 3 weeks (PTO)
• Paid Parental Leave
• Paid Volunteer Time
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program

#LI-Hybrid

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.