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Trust Officer

MRINetwork
Permanent Los Altos, California Financial Specialists
Posted:
March 01, 2026
Location:
Los Altos, California, United States

Job Description

RESPONSIBILITIES:
  • Administer a complex case load to ensure the documents and transactions applied are in compliance with the applicable contract terms, laws and department policy.

  • Perform annual oversight of trust tax reporting.

  • Assist with the development of business in the market you serve.

  • Develop and maintain a thorough understanding of client needs and make cross-referrals to appropriate Bank resources.

  • Manage estate settlements including direct contact with beneficiaries; collection and inventory of assets and personal belongings; arrangement of tax, legal and other professional services.

    • REQUIREMENTS:

  • Minimum of 5 years related experience in trust administration, estate planning and/or finance. 

  • Bachelors Degree and Certified Trust and Financial Advisor (CTFA) designation preferred

  • Trust, legal or accounting experience (corporate trustee preferred)

  • Knowledge o...

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    Job Overview

    Job Type: Permanent
    Location: Los Altos, United States
    Posted: March 01, 2026
    Deadline: April 10, 2026