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Trustee Assistant Jobs in California (NOW HIRING)

Allan Hancock College

Trustee - Area 1

Santa Maria, CA

$291.72/mo

Questions about the application can be directed to Janet McGee, executive assistant to the board of trustees 805-346-1001 or jmcgee@hancockcollege.edu. EQUAL OPPORTUNITY EMPLOYER The Allan Hancock ...

LPL Financial

AVP, Senior Trustee Consultant

San Diego, CA · Remote

$88K - $147K/yr

Including, mentoring and coaching trust specialists to assist you in preparing summaries, document management and communication with advisors, trustees, attorneys and beneficiaries. * Relationship ...

Direct Counsel

Bankruptcy Legal Assistant

Los Angeles, CA · Hybrid

$85K - $105K/yr

Gather case information from creditors, debtors, trustees, and court clerks. * Obtain credit ... If you're an experienced Bankruptcy Legal Assistant seeking to join a dynamic law firm where your ...

J. Gregory Brown Insurance Services

Be Seen First

Office Manager Executive Assistant

Long Beach, CA · On-site

$60K - $70K/yr

Seeking a proactively-thinking full-time Office Manager / Executive Assistant in a life insurance ... He is also the Trustee for a large trust fund. The right candidate will be assisting Mr. Brown in ...

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Trustee Assistant information

What is a trustee assistant?

Trustee Assistants are professionals who support trustees in administering trusts, estates, or other fiduciary arrangements. Their responsibilities typically include organizing documents, assisting with trust distributions, maintaining records, communicating with beneficiaries, and ensuring compliance with legal and financial regulations. They play a key role in streamlining administrative tasks and helping trustees fulfill their duties efficiently and accurately. Trustee Assistants often work in legal, financial, or estate planning firms.

How does a trustee assistant typically interact with trustees and beneficiaries on a daily basis?

A Trustee Assistant often serves as a liaison between trustees, beneficiaries, and other professionals such as attorneys and accountants. Daily activities can include scheduling meetings, preparing reports, managing correspondence, and ensuring timely distribution of trust documents. The role requires strong communication skills, as the assistant must clearly convey information, address beneficiary inquiries, and support trustees in administrative tasks. This collaborative environment helps ensure the smooth operation and compliance of trust administration.

What are the key skills and qualifications needed to thrive as a trustee assistant, and why are they important?

To thrive as a Trustee Assistant, you need strong organizational skills, attention to detail, and a background in finance, law, or administration—often supported by a relevant degree or experience in trust services. Familiarity with trust management software, document management systems, and financial reporting tools is typically required. Excellent communication, discretion, and problem-solving abilities help build effective relationships with trustees, beneficiaries, and professionals. These skills ensure accurate administration of trusts, compliance with legal obligations, and smooth daily operations.

What cities in California are hiring for Trustee Assistant jobs?

Cities in California with the most Trustee Assistant job openings:

Trustee Assistant jobs near you
Infographic showing various Trustee Assistant job openings in California as of August 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Remote job distribution.

Trustee - Area 1

Allan Hancock College

Santa Maria, CA

$291.72/mo

Full-time

Posted 15 days ago

Key responsibilities

  • Interview candidates, appoint a new board member, and administer the Oath of Office at a scheduled meeting.

  • Attend the appointment meeting in person and participate in candidate presentations and questions from board members.

  • Support the development of an understanding of trustee responsibilities and demonstrate commitment to board policies and ethical standards.

Job description

Position Summary This application, including any attachments, constitutes a public record. Information contained on the application may be subject to verification. The Allan Hancock Joint Community College District announces a vacancy on its board of trustees due to the resignation of Trustee Hilda Zacarias, Trustee Area 1 (Northern Santa Maria).

The District has chosen to appoint an individual to fill the vacancy. Individuals interested in being considered for appointment to Trustee Area 1 must submit an electronic Candidate Application. Applications must be received no later than September 25, 2026 at 4:00 p.m

All applications will be date and time stamped. The appointee will hold office until the next Governing Board Member election, which occurs at the Statewide General Election in November 2028. (Education Code Section 5091).

Minimum Qualifications The candidate must be: 18 years of age or older A California citizen A registered voter Not disqualified by the Constitution or state laws from holding a civil office A resident of the Allan Hancock Joint Community College District residing in Trustee Area 1 (Detailed map of Area 1 can be found here) At a meeting to be scheduled on October 9, 2026, the Board of Trustees of the Allan Hancock Joint Community College District will interview candidates, appoint the new board member, and administer the Oath of Office. Candidates must be present to be considered. They may be asked to provide a presentation and answer questions from board members.

Additional Information Applications must be submitted online through the Allan Hancock College website. Please provide a resume or C.V. along with a cover letter that answers the following questions: Why are you interested in becoming a trustee at Allan Hancock College

What personal and professional traits would indicate you are an excellent candidate. How will you develop an understanding of the trustee role, particularly in relation to Standard 4: Leadership and Governance along with Board Policies BP 2200 (Board Responsibilities and Duties), BP 2740 (Board Education), and BP 2715 (Code of Ethics and Standards of Practice). How will you demonstrate a commitment to supporting board policies that define the roles, responsibilities, and ethical standards for a board member, specifically in regard to the following policies: BP 2200 (Board Responsibilities and Duties) BP 2740 (Board Education) BP 2715 (Code of Ethics and Standards of Practice).

Additional information about the role of a community college trustee can be found in the trustees section of the Community College League of California website and at accjc.org. Questions about the application can be directed to Janet McGee, executive assistant to the board of trustees 805-346-1001 or jmcgee@hancockcollege.edu. EQUAL OPPORTUNITY EMPLOYER The Allan Hancock Joint Community College District is an equal opportunity employer committed to nondiscrimination on the basis of race, creed, color, religion, national origin, sex, sexual orientation, gender status, marital status, pregnancy, age, disability, genetic information or covered veteran's status consistent with applicable federal and state laws

Reasonable accommodations will be provided for applicants with disabilities who self-disclose.

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