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Job Description Sr. Trust Officer Los Gatos, CA (Hybrid) Description Our client is an established and expanding wealth management firm with over $18B in assets, is seeking a Trust Officer, who will be responsible for fiduciary and client relationship management of individual wealth management accounts, including those where the Trust Company serves as Trustee, Executor or Agent for various account types, including agency, retirement, foundation, charitable, revocable, and irrevocable trust accounts. The Trust Officer is responsible for proactive client service, account growth, client retention, risk management, and overall administration of assigned book of business. Duties and Responsibilities • Estate settlement and Trust Administration, including inventory and collection of trust assets, research and coordinate payment of debts and taxes, process beneficiary distributions, preparation of estate notices as required by applicable state law, and coordinate preparation of all required income and estate tax filings., • Oversee management and/or disposition of trust-owned personal and real estate property., • Perform post-acceptance and annual administrative account reviews (Reg 9) for assigned accounts., • Participate in day-to-day activities associated with managing and controlling risk to probate or trust accounts and assure compliance with the governing document and all Trust Company policies and procedures, as well as all applicable state and federal banking regulations., • Manage new account onboarding, set up and asset transfer follow-up., • Maintain high client service levels through prompt research and responsiveness to trust beneficiaries, clients, and their centers of influence., • Read and interpret complex trust instruments, and make decisions based upon knowledge and research., • Research and recommend appropriate courses of action on non-routine fiduciary matters to senior management and/or applicable governing Committees., • Maintain proactive client servicing including periodic review of client's financial and estate planning goals and objectives., • Maintain a continuous knowledge and study of wealth management industry developments, laws, principles, and regulations, including those related to estate, fiduciary, charitable, and tax planning., • Participate in the development of new business with existing or prospective clients., • Engage with local community/business groups to develop a positive professional image for the Trust Company (ie Bar Associations, estate, wealth management, and fiduciary-related groups)., • Participate in special projects as needed. Requirements • Minimum of 5 years of experience in trust administration and estate settlement, bachelor’s degree or higher, CTFA preferred., • Familiarity with Trust Accounting Systems., • Strong knowledge of the principles of trust administration and practical experience in administering trusts governed by California law (Nevada law, a plus)., • Working knowledge of California probate code, CUPIA, as well as estate, GST, gift, and income tax laws as they apply to fiduciaries and beneficiaries., • Strong background in administering trust-owned real estate, partnerships, and other unique assets., • Strong understanding of fiduciary risks and related fiduciary issues., • General knowledge of investment strategies, objectives, and asset allocations, • Solution-oriented and decisive, motivated, independent self-starter with minimal supervision., • Ability to execute superior organizational, time management, and multi-tasking skills without sacrificing quality or accuracy., • Excellent interpersonal and communication skills when interacting with co-workers, clients, and their centers of influence., • Proficiency in Microsoft Office programs, and CRM experience (Salesforce a plus). Salary Description 90,000 - 135,000

Active and unrestricted real estate license * Minimum of 1 year residential real estate sales experience, ideally with closed transactions; or related real estate experience including but not limited to prior experience with Redfin in a real estate capacity * You are a trusted advisor with in-de

Active and unrestricted real estate license * Minimum of 1 year residential real estate sales experience, ideally with closed transactions; or related real estate experience including but not limited to prior experience with Redfin in a real estate capacity * You are a trusted advisor with in-de

Job Description Learn to Be a Probate and Trust Agent – South Bay Join a top-producing South Bay team and learn to become a trusted expert in the probate and trust niche while earning rewarding commissions and building a long-term real estate career. This opportunity provides structured training, proven systems, and mentorship from experienced producers who will guide you every step of the way. As a Probate and Trust Agent, you will learn how to support clients and families through sensitive transactions, including both court-confirmed and full authority sales. You will gain hands-on experience in client outreach, valuation, and negotiation while building the confidence to manage complex cases with professionalism and care. With the backing of an established team, you will be equipped with tools, systems, and personalized coaching to help you generate new opportunities, earn trust, and close transactions in one of the most valuable niches in real estate. First year earning potential when hitting goals: $160,000+ Added Value: • Specialized probate and trust training from experienced agents, • Step-by-step systems to navigate court-confirmed and full authority sales, • Ongoing mentorship and structured coaching, • Collaborative team culture built on accountability and results, • Access to proven systems for consistent production, • Growth environment focused on mastery and client care If you are licensed, motivated, and ready to learn a high-demand real estate niche in the South Bay, we would like to connect. Compensation: $160,000 at plan Responsibilities: • Learn to generate new probate and trust opportunities through targeted lead generation, • Follow up with clients and prospects to build trust and long-term relationships, • Attend team meetings and trainings to sharpen skills and stay accountable, • Participate in attorney and fiduciary networking to expand your referral base, • Research and pull information directly from the courts to identify potential listings, • Conduct probate and trust listing appointments with professionalism and care, • Support clients through the full sales process, from appointment to closing, • Collaborate with teammates to share strategies and improve resultsQualifications:, • Must have a valid Real Estate License, • Sales experience, • Attorney - Fiduciary network a plus, • Driven, • Must live in the areaAbout Company Our team is rapidly expanding! Our daily training, unique coaching model, and resources make it no wonder that we are expanding so quickly. We have teams with leads looking for talent or simply coaches to help get agents in gear. Our teams take pride in stating that over half of our newest team members are IN ESCROW within 60 days. Whether you are unlicensed, new, or seasoned, we have a model to cater to your needs for exponential growth. Win-Win!

Job Description Inside Sales Agent Opportunity – Licensed Looking to build your career toward becoming a successful listing agent? This Inside Sales Agent opportunity allows you to learn to strengthen your communication, prospecting, and lead management skills while earning rewarding commissions. First year earning potential when hitting goals is $140,000+. In this position, you will focus on client communication, consistent follow up, and strategic outreach. You will work with both buyers and sellers while learning the skills needed to transition into listings and build long term success in real estate. You will be supported by proven systems, dedicated resources, and direct mentorship from experienced agents who will guide you step by step. With focus and consistency, this opportunity provides a clear pathway into listings and a strong foundation for your career. Added Value: • Proven lead engagement and follow up systems, • Mentorship and ongoing coaching from seasoned professionals, • Clear path to listing opportunities, • Supportive team culture focused on growth, • Marketing tools and resources to keep you productive If you are ready to learn to grow in real estate and move toward a listing career, we would be glad to connect. Compensation: $140,000 at plan Responsibilities: • Put up-to-date information on clients into the database system so agents have the most accurate and current data, • Produce sales reports on a monthly and quarterly basis to make sure all sales goals are met, • Qualify the incoming leads you generate for appointments with realtors and field agents to provide quick response times and meet their needs, • Develop new business opportunities within specific geographies to expand clientele, • Turn prospective clients into qualified real estate leads by continuously following up via phone calls and email and facilitating communication and adding them to the sales pipeline, • Lead follow up, • Lead generation, • Database, • CRM Qualifications: • Candidate should have a high school diploma, bachelor’s degree preferred, • Has superb interpersonal and communication skills, • Must possess a real estate license or be in pursuit of a license, • Real estate license required, • Must live in area About Company Our team is rapidly expanding! Our daily training, unique coaching model, and resources make it no wonder that we are expanding so quickly. We have teams with leads looking for talent or simply coaches to help get agents in gear. Our teams take pride in stating that over half of our newest team members are IN ESCROW within 60 days. Whether you are unlicensed, new, or seasoned, we have a model to cater to your needs for exponential growth. Win-Win!