FIDUCIARY - Spherion

Are you an experienced CPA, CFA, or Estate Planning attorney open to a new career in the industry?

Our client, a professional Fiduciary firm in the Santa Barbara area, has an immediate need for a skilled asset management professional to join the team on a permanent basis. The ideal candidate will possess a strong background in finance, taxation, or estate planning, and will be responsible for managing the affairs of trusts, estates, and other fiduciary relationships.

Responsibilities:
Oversee the administration of trusts, estates, conservatorships, and other fiduciary accounts in accordance with applicable laws and regulations.
Manage investment portfolios and make strategic decisions to optimize asset growth and preservation.
Work closely with beneficiaries, attorneys, accountants, and other professionals to ensure effective communication and collaboration.
Prepare and maintain accurate financial records, including budgets, account statements, and tax filings.
Provide expert guidance and advice on matters related to estate planning, wealth transfer, and asset protection.
Stay informed about changes in tax laws, financial markets, and fiduciary best practices to ensure compliance and maximize client outcomes.
Cultivate and maintain strong relationships with clients, demonstrating a commitment to professionalism, integrity, and exceptional service.

Working hours: Various Shifts Available

Skills:
Bachelor's degree in finance, accounting, law, or a related field; advanced degree (CFA, CPA, JD) preferred.

Education:
Bachelors

Experience:
4-7 years

Qualifications:
Previous experience in trust administration, estate planning, or wealth management.
Strong knowledge of fiduciary principles, tax laws, and investment strategies.
Excellent analytical, problem-solving, and decision-making skills.
Exceptional communication and interpersonal abilities, with the ability to interact effectively with clients and colleagues from diverse backgrounds.
Detail-oriented with a high level of accuracy and integrity.
Ability to prioritize and manage multiple tasks efficiently in a fast-paced environment.
Proficiency in relevant software applications (e.g., Microsoft Office, financial planning software).


Apply TODAY and become part of a dynamic and rewarding organization dedicated to serving clients with excellence and integrity. Apply now to embark on a fulfilling career in fiduciary services!

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).
Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.

We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.