Top 259 senior fiduciary specialist Jobs

Associate Attorney – Trusts & Estates Litigation
Trust and Estate Law Firm —Walnut Creek, CA
- $120,000 - $160,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Profit sharing
- Health insurance
Quick Apply
General Counsel
SYMX Energy —Miami, FL
- Full-time
- In-person
- Senior level
- Leadership
- Health insurance
- Dental insurance
Quick Apply
Accounting Manager
Browning & Associates, P.C. —Bingham Farms, MI
- $75,000 - $125,000 a year
- Office
- Residential
- Finance
- 401(k)
Quick Apply
11d
Senior Financial Advisor, Wealth Management
Sentry Hill —Boston, MA
- $100,000 - $190,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Research
- Health insurance
- 401(k)
Quick Apply
Trusts and Estates Attorney
LJW Recruitment Solutions —Sacramento, CA
- $245,500 - $255,500 a year
- Part-time
- Hybrid work
- Doctoral degree
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Trusts and Estates Attorney
LJW Recruitment Solutions —Los Angeles, CA
- $245,500 - $255,500 a year
- Part-time
- Hybrid work
- Doctoral degree
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Trust and Estates Attorney
LJW Recruitment Solutions —San Francisco, CA
- $245,500 - $255,500 a year
- Part-time
- Hybrid work
- Doctoral degree
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Vice President, Fiduciary
BNY —Pittsburgh, PA
- Full-time
- 6 years
- Office
- Business development
4d
Senior Specialist, Fiduciary
BNY —Philadelphia, PA
- Full-time
- 5 years
- Office
- Administrative experience
4d
AML Senior Associate
MJ Boyd Consulting —Houston, TX
- $35 - $50 an hour
- Spanish
- English
- Mid-level
Quick Apply
Wealth Advisor - The Baldwin Group Financial Services
The Baldwin Group —Irvine, CA
- From $80,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Finance
Senior Wealth Advisor - The Baldwin Group Financial Services
The Baldwin Group —Bethesda, MD
- From $100,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- 5 years
- Finance
- Retirement plan
Assistant VP, Benefits and Total Rewards - 196694
PACE UNIVERSITY —New York, NY
- $150,000 - $172,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- 7 years
- Writing skills
- Wellness program
- Health insurance
Senior Tax Accountant - Estates & Trusts
Everforth CyberCoders —Chicago, IL
- $105,000 - $115,000 a year
- Full-time
- CPA
- Bachelor of Science
- Research
Quick Apply
2d
Gift and Estate Tax Senior Specialist (Full-Time) ( Hybrid in Princeton, NJ )
Career Developers —Princeton, NJ
- $175,000 - $200,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Mentoring
Quick Apply
3d
Senior Financial Advisor + High Net Worth + Growth + Omaha
Lutz and Company —Omaha, NE
- $175,000 - $225,000 a year
- Full-time
- Background check
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
Estate Planning Attorney
Everforth CyberCoders —Columbia, MD
- Full-time
- 5 years
- Business development
- Team management
- 401(k)
- Life insurance
Quick Apply
2d
Senior Associate, Family Office Tax Practice
KPMG —Chicago, IL
- Full-time
- Management
- CPA
- Research
- Disability insurance
- Health insurance
4d
Operations Specialist
Discovery Senior Living —Remote
- $105,000 - $120,000 a year
- Overtime
- Mid-level
- Bachelor's degree
- Travel
- Paid holidays
- Health insurance
Quick Apply
Cornell AgriTech, NYS Center of Excellence for Food and Agriculture Senior Extension Associate and Director
Cornell University —Geneva, NY
- $125,000 - $140,000 a year
- 6 years
- Master's degree
- Business development
- Adoption assistance
- Parental leave

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Associate Attorney – Trusts & Estates Litigation

Trust and Estate Law Firm
Walnut Creek, CA

Quick Apply

Job Details

Full-time
$120,000 - $160,000 a year

Benefits

Profit sharing
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Motion processing
Professional ethics
Writing skills
Legal discovery
Legal motion preparation
Discovery preparation
Attention to detail
Organizational skills
General & commercial litigation
Bar
Court depositions

Full Job Description

About the Firm

We are a high‑performing trust, estate, and tax law firm based in Walnut Creek, California, handling complex, high‑stakes matters with precision, professionalism, and strategic judgment. Our culture emphasizes technical excellence, accountability, client‑centered stewardship, and continuous improvement. We value disciplined practice, sound judgment, and professional civility, and we take pride in producing outstanding work.

The Opportunity

We are seeking an Associate Attorney with 1-3 years of experience, with working knowledge in trust and estate litigation who is detail‑oriented, intellectually rigorous, and committed to developing mastery in trusts and estate litigation. This role is well suited for an attorney who wants direct mentorship, substantial responsibility, and accelerated professional growth.

You will work closely with the Managing Attorney on strategy while independently handling drafting, discovery, and routine court appearances for sophisticated trust and estate matters, including fiduciary litigation, estate and trust administration and related business issues. The position offers structured feedback and hands‑on guidance designed to develop strong judgment, technical skill, and professional confidence.

Key Responsibilities

Manage trust, estate, and probate litigation matters, including trust disputes, will contests, and fiduciary actions
Conduct legal research and draft pleadings, motions, and related court filings
Conduct hearings and participate in trial preparations
Draft and respond to discovery requests
Engage in law and motion practice
Represent clients in court appearances, mediations, and settlement negotiations
Advise clients throughout the lifecycle of a matter and communicate developments clearly and promptly
Collaborate with senior attorneys to develop effective legal strategies
Stay current on California trust, estate and probate law
Participate in firm meetings and professional development activities

Training and Professional Development

You will receive direct mentorship from David Brillant and focused training on research, writing, ethical judgment, and client communication. The firm is committed to developing attorneys into confident, highly skilled practitioners capable of managing matters independently over time. Increased responsibility, compensation, and autonomy follow demonstrated performance and growth.

Minimum Qualifications

Active license to practice law in California
Proficiency in discovery, law & motion, and deposition processes
1–3 years of relevant experience in trust and estate law
Strong legal research and writing skills
Excellent organization, attention to detail, and work ethic
Sound professional judgment and integrity
Commitment to learning and professional development

Additional Desired Qualifications (Preferred)

Experience in estate planning and trust or probate administration
Experience administering trusts holding real estate or business assets
Experience with business litigation, contract disputes, and real estate transaction litigation

Compensation and Benefits

Base Salary: $120,000 – $160,000, commensurate with experience
Bonuses: KPI‑based performance bonus plus discretionary bonus
Retirement: 401(k) Safe Harbor (3%) plus automatic profit sharing
Paid Time Off:
Years 0–2: 10 vacation days + 5 sick days
Years 3+: 15 vacation days + 5 sick days
Benefits: Comprehensive health, dental, and vision coverage
Professional Development: Continuing education fully covered

Why Join Us

This role is ideal for an attorney who wants to become an expert—not just fill a seat. You will receive close mentorship from a double‑certified specialist and join a firm committed to training exceptional lawyers. For the right candidate, this is a career‑defining opportunity.

To Apply

Please submit a résumé, cover letter, and a short writing sample. In your cover letter, describe your interest in trusts and estates law; your approach to legal research; and your commitment to professional growth.

Location: Walnut Creek, CA (In‑Person)
Employment Type: Full‑Time
Relocation Required Prior to Start

Job Type: Full-time

Pay: $120,000.00 - $160,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Life insurance
Paid time off
Professional development assistance

License/Certification:

license to practice law in California (Required)

Ability to Commute:

Walnut Creek, CA 94597 (Required)

Ability to Relocate:

Walnut Creek, CA 94597: Relocate before starting work (Required)

Work Location: In person

Quick Apply

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