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Entry-Level Trust Administration Professional (Trust Officer I) Napa, CA 94559 $60,000 - $75,000 a year - Full-time Apply with Indeed Entry-Level Trust Administration Professional (Trust Officer I) D4 Fiduciary, Business Advisory Services and Family Office Services, Inc.

Location:

Napa, California Employment Type:

Full-Time |

In Person Salary:

$60,000-$75,000 annually, depending on qualifications and experience About D4 Fiduciary D4 Fiduciary, Business Advisory Services and Family Office Services, Inc. is a growing, independent professional fiduciary firm headquartered in Napa, California. We specialize in trust and estate administration, probate, family office services, and business advisory services. Our firm serves individuals, families, and multigenerational estates, providing professional fiduciary oversight, financial accountability, and personalized service. As our organization continues to expand, we are building a team of qualified professionals committed to delivering the expertise and accountability traditionally associated with institutional trust companies while maintaining the personalized service of an independent fiduciary practice. We are seeking an enthusiastic, organized, and detail-oriented Entry-Level Trust Administration Professional (Trust Officer I) to join our growing team. This position offers an excellent opportunity for someone interested in developing a long-term career in trust administration, estate management, and professional fiduciary services. Position Overview The Trust Officer I will support the daily administration of trusts, estates, and other fiduciary engagements under the guidance of experienced Trust Officers and our Trust Team Manager. This is a professional development position designed for individuals who demonstrate strong organizational skills, sound judgment, attention to detail, and a genuine interest in the fiduciary profession. The successful candidate will receive training and exposure to trust administration, estate settlement, beneficiary communications, asset oversight, and fiduciary compliance. The position works collaboratively with our Trust Administration, Accounting, and Compliance teams to provide accurate, timely, and professional service. Key Responsibilities Trust and Estate Administration Assist with the administration of trusts, estates, and probate matters. Review and organize trust documents, legal correspondence, and financial records. Maintain accurate client files, asset inventories, and administrative records. Track deadlines, administrative requirements, and outstanding action items. Assist with asset transfers, beneficiary distributions, and estate settlement activities. Coordinate with attorneys, accountants, financial advisors, and other professional service providers. Client and Beneficiary Communications Communicate professionally with clients, beneficiaries, and outside advisors. Assist with preparing correspondence, reports, and administrative updates. Respond to routine inquiries and escalate matters requiring fiduciary judgment. Maintain confidentiality and sensitivity when working with families and beneficiaries. Financial and Asset Administration Assist with gathering and organizing financial statements and asset documentation. Coordinate with the Fiduciary Accounting Team regarding trust accountings, tax information, and financial transactions. Assist with tracking real estate, investment accounts, insurance policies, and other trust assets. Review invoices and supporting documentation for completeness and proper approval. Support the preparation and documentation of trust distributions. Compliance and Case Management Maintain accurate records of administrative activities and communications. Follow established fiduciary policies, internal controls, and approval procedures. Assist with monitoring compliance deadlines and reporting requirements. Maintain case information and time records in the firm's practice management system. Participate in case reviews, team meetings, and ongoing professional training. Qualifications Required Qualifications Strong organizational and time management skills. Excellent written and verbal communication skills. High attention to detail and commitment to accuracy. Ability to manage multiple assignments and meet deadlines. Professional demeanor, integrity, and discretion. Proficiency with Microsoft Outlook, Word, and Excel. Ability to learn new software and administrative procedures. Demonstrated interest in trust administration, financial services, estate planning, or professional fiduciary work. Preferred Qualifications Associate's or bachelor's degree in business, finance, accounting, legal studies, or a related field. Previous experience in a professional office, legal practice, financial institution, accounting firm, or administrative support role. Familiarity with estate planning, probate, trusts, or financial documentation. Experience with Clio or similar case management software. Interest in pursuing a California Professional Fiduciary License. Prior trust administration experience is preferred but not required. We welcome applicants with transferable professional skills and a willingness to learn.

Professional Qualities We Value Integrity and Accountability:

A commitment to ethical conduct and acting in the best interests of those we serve.

Initiative:

A proactive approach to learning, problem-solving, and completing assignments. Attention to

Detail:

Accuracy in documentation, communication, and financial information.

Professionalism:

Respectful and confidential interactions with clients, beneficiaries, and colleagues.

Teamwork:

A collaborative approach to serving clients and supporting fellow team members. Commitment to

Growth:

An interest in building technical knowledge and developing a career in fiduciary services. Professional Development and Career Advancement D4 Fiduciary is committed to developing professionals who wish to establish long-term careers in the fiduciary industry.

This position provides opportunities to:

Receive training and mentorship from experienced Trust Officers and fiduciary professionals. Develop knowledge of California trust and estate administration. Gain exposure to complex trusts, estates, real estate, business interests, and family office engagements. Learn fiduciary accounting, compliance, and asset administration procedures. Pursue professional fiduciary licensure as qualifications are met. Advance into Trust Officer II and more senior fiduciary positions based on experience, demonstrated competencies, and business needs. Why Join D4 Fiduciary? At D4 Fiduciary, we believe that successful fiduciary administration requires technical knowledge, strong ethical standards, thoughtful communication, and a commitment to serving others. Our growing firm offers the opportunity to work alongside experienced industry professionals while developing valuable expertise in trust and estate administration. We value employees who take initiative, embrace professional development, and contribute to a collaborative and accountable workplace. We are building an organization designed to serve families across generations and are looking for individuals who want to grow with us.

Compensation Annual Salary:

$60,000-$75,000 Compensation will be determined based on relevant experience, education, qualifications, and demonstrated professional skills. How to Apply Please submit your résumé and a brief statement describing your professional background and interest in pursuing a career in trust administration. D4 Fiduciary, Business Advisory Services and Family Office Services, Inc.

Napa, California Phone:

(707) 531-3623 D4 Fiduciary is an equal opportunity employer. We consider qualified applicants without regard to legally protected characteristics, consistent with applicable federal and California law.

Pay:

$60,000.00 - $75,000.00 per year

Benefits:

401(k) Dental insurance Employee assistance program Retirement plan

Work Location:

In person