Top 38 Trustee Jobs in Glendale, Az

Estate Planning Paralegal - 75-85K base plus bonus
Trajan Wealth —Scottsdale, AZ
- $75,000 - $85,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
3d
Concierge Services Associate
Phoenix Art Museum —Phoenix, AZ
- $20.00 - $20.50 an hour
- Email
- Microsoft Word
- Background check
- Microsoft Excel
- Health savings account
- Health insurance
Quick Apply
Employee Relations Assistant - Maricopa Main
Pioneer Title Agency —Phoenix, AZ
- Full-time
- Computer literacy
- English
- Office
- Health insurance
- Dental insurance
Quick Apply
Administrative Escrow Assistant - Kierland
Pioneer Title Agency —Scottsdale, AZ
- Full-time
- Office
- Organizational skills
- Typing
- Health insurance
- Dental insurance
Quick Apply
Special Credits Enforcement Support Specialist I
Global Credit Union —Glendale, AZ
- $40,241 - $66,624 a year
- 8 hour shift
- Research
- Office
- High school diploma or GED
- Health savings account
- Paid holidays
Deputy Administrator
State of Arizona —Phoenix, AZ
- $160,000 - $225,000 a year
- Full-time
- English
- Office
- Administrative experience
- Paid parental leave
- Paid holidays
Escrow Assistant - Maricopa Main Madison
Pioneer Title Agency —Phoenix, AZ
- Full-time
- Office
- Organizational skills
- Typing
- Health insurance
- Dental insurance
Quick Apply
2d
Trust Department Servicing Representative - Maricopa Main
Pioneer Title Agency —Phoenix, AZ
- Full-time
- Computer literacy
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply
Bookkeeper
Edward J. Maney, Chapter 13 Trustee —Phoenix, AZ
- $50,000 - $52,000 a year
- Full-time
- Hybrid work
- Background check
- Research
- Mid-level
- Health insurance
- Paid time off
Quick Apply
3d
Assistant Escrow Officer - Kierland
Pioneer Title Agency —Scottsdale, AZ
- Full-time
- Writing skills
- Basic math
- Office
Quick Apply
Manager Philanthropy Major Campaign Gifts
St Joseph Hospital & Medical Center —Phoenix, AZ
- $43.10 - $64.11 an hour
- Full-time
- Research
- Mid-level
- 3 years
SENIOR PORTFOLIO TRADER MANAGER
State of Arizona —Phoenix, AZ
- $130,900 - $269,500 a year
- Full-time
- Remote
- Finance
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
3d
Recent Graduate - Financial Management Specialist (Bankruptcy)
The Office of the U.S. Trustee - Region 14 —Phoenix, AZ
- $50,869 - $75,763 a year
- Full-time
- Office
- Financial services
- In-person
Quick Apply
Adjunct Instructors - Chemistry, Physics, Mathematics, English, Psychology, Sociology - Surprise, Arizona
OTTAWA UNIVERSITY —Surprise, AZ
- Full-time
- Classroom
- Doctoral degree
- 5 years
Adjunct Instructor - Surprise Arizona
OTTAWA UNIVERSITY —Surprise, AZ
- Full-time
- Doctoral degree
- 5 years
- Mid-level
Escrow Officer - Maricopa Main Uptown
Pioneer Title Agency —Phoenix, AZ
- Full-time
- Writing skills
- Basic math
- Mid-level
Quick Apply
Bankruptcy Associate
BUCHALTER —Scottsdale, AZ
- Writing skills
- Mid-level
- 401(k)
Quick Apply
Adjunct Instructor - Adult Professional & Graduate Studies - Surprise Arizona
OTTAWA UNIVERSITY —Surprise, AZ
- Full-time
- Doctoral degree
- 5 years
- Mid-level
Portfolio Advisor
Northern Trust Corp. —Phoenix, AZ
- Full-time
- 8 years
- Accounting
- US work authorization
Adjunct Instructors - School of Business - Surprise Arizona
OTTAWA UNIVERSITY —Surprise, AZ
- Full-time
- Doctoral degree
- Marketing
- 5 years

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Estate Planning Paralegal - 75-85K base plus bonus

Trajan Wealth -
Scottsdale, AZ

Quick Apply

Job Details

Full-time
$75,000 - $85,000 a year
3 days ago

Benefits

Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Estate administration
Customer communication
Trust administration
Documentation tools
Legal drafting
Will preparation
Trust legal document drafting
Productivity software

Full Job Description

About Trajan Estate

Trajan Estate Law Firm is a leading estate planning law firm dedicated to helping individuals and families secure their legacies and protect their loved ones' futures. We pride ourselves on providing comprehensive, compassionate, and personalized estate planning solutions. Our mission is to make complex legal processes accessible and empower our clients to make informed decisions about their wealth and assets. As a fiduciary firm, we act solely in our clients' best interests. Every member of the Trajan team takes this responsibility seriously and is committed to delivering thoughtful, objective guidance that supports our clients' long-term financial success.

Role Overview

We are seeking an experienced Estate Paralegal to join our team focused primarily on existing client maintenance and support. The ideal candidate will have excellent customer service skills and experience working directly with clients across the country on estate plan updates and post-death trust administration, as well as general administrative support (phones, email, incoming and outgoing mail, collecting payment, etc.).

This position will be onsite at our Scottsdale Corporate office.

Duties and responsibilities

Work directly with existing clients to answer questions, ascertain needs, and prepare trust amendments, updated powers of attorney, deeds, LLC/corporate documents, and other elements of a client's estate plan
Work directly with and prepare post-death documents for trustees/beneficiaries during the post-death trust administration (and occasionally, probate) process
Work directly with and support clients throughout the funding process
Provide general administrative support such as answering phones, managing attorneys' emails, and assembling and mailing new clients' estate planning binders
Draft new estate plan documents on an overflow basis to support the drafting paralegals as needed
Be comfortable servicing most clients virtually across the country

Qualifications

Minimum 3 years estate planning experience drafting estate planning documents, updating estate plans, and handling post-death estate administration
Exceptional interpersonal communication, with the ability to educate and support individuals during emotionally sensitive situations.
Proficiency in Microsoft platforms such as Word, SharePoint, OneDrive, and Excel, as well as Adobe
Detail-oriented, organized, and able to manage many tasks under deadlines

Benefits

Starting Salary of $75,000 to $85,000 depending on experience.
401k with matching component up 13%
United Healthcare PPO Medical employee coverage paid by Company
Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available
Generous holidays and PTO

Come and join a team that is making a difference in their clients and employee's lives!

Quick Apply

Refine Your Search

trustee jobs in glendale, az

Estate Planning Paralegal - 75-85K base plus bonus

Concierge Services Associate

Employee Relations Assistant - Maricopa Main

Administrative Escrow Assistant - Kierland

Special Credits Enforcement Support Specialist I

Deputy Administrator

Escrow Assistant - Maricopa Main Madison

Trust Department Servicing Representative - Maricopa Main

Bookkeeper

Assistant Escrow Officer - Kierland

Manager Philanthropy Major Campaign Gifts

SENIOR PORTFOLIO TRADER MANAGER

Recent Graduate - Financial Management Specialist (Bankruptcy)

Adjunct Instructors - Chemistry, Physics, Mathematics, English, Psychology, Sociology - Surprise, Arizona

Adjunct Instructor - Surprise Arizona

Escrow Officer - Maricopa Main Uptown

Bankruptcy Associate

Adjunct Instructor - Adult Professional & Graduate Studies - Surprise Arizona

Portfolio Advisor

Adjunct Instructors - School of Business - Surprise Arizona

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