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Unitrust Jobs in California (NOW HIRING)

Bessemer Trust Company

Client Advisor

San Francisco, CA · On-site

$135K - $185K/yr

Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...

Bessemer Trust Inc.

Client Advisor

San Francisco, CA

$135K - $185K/yr

Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...

Whittier Trust

Client Advisory Associate

Newport Beach, CA · On-site

$65K - $90K/yr

Calculate Unitrust, total return, and other payments to trust beneficiaries. * Coordinate tax-related payment information with the Tax Department and client-directed outside professionals. * Provide ...

Whittier Trust

Client Advisory Associate

San Francisco, CA · On-site

$75K - $90K/yr

Calculate Unitrust, total return, and other payments to trust beneficiaries. * Coordinate tax-related payment information with the Tax Department and client-directed outside professionals. * Provide ...

All JobsUnitrust JobsUnitrust Jobs in California

Unitrust information

See California salary details

$32.6K

$58.9K

$87.8K

How much do unitrust jobs pay per year?

As of Aug 4, 2026, the average yearly pay for unitrust in California is $58,948.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,400.00 and $67,600.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the unitrust position, and why are they important?

To thrive in a Unitrust role (such as a Unitrust Officer or Trust Administrator), you need a strong understanding of fiduciary principles, trust administration, and wealth management practices, often supported by a degree in finance, law, or a related field. Familiarity with trust accounting systems, estate planning software, and regulations governing trust entities is typically required, and professional certifications such as CTFA (Certified Trust and Fiduciary Advisor) are valuable. Attention to detail, strong organizational skills, and excellent communication abilities are vital for managing complex trust relationships and collaborating with clients and legal professionals. These competencies ensure accurate administration, regulatory compliance, and high-quality service delivery to beneficiaries and clients.

What are the typical daily responsibilities of someone working in a unitrust role?

Professionals in a Unitrust role typically oversee the administration of unitrust accounts, ensuring distributions are handled accurately, and maintain compliance with regulatory and client guidelines. Daily tasks often include reviewing trust documentation, coordinating with investment advisors, preparing detailed reports, and responding to inquiries from beneficiaries or legal representatives. You may also be responsible for monitoring asset performance, updating account records, and supporting estate planning initiatives. This role involves frequent collaboration with legal, tax, and investment professionals, offering a dynamic and client-focused work environment. Mastery of these tasks helps build strong client relationships and ensures the integrity and growth of trust assets.

What is a unitrust?

A Unitrust job typically refers to a role within a financial or legal organization that deals with unitrusts, a type of trust that pays beneficiaries a fixed percentage of the trust's value annually. Professionals in this role may work in estate planning, trust management, or financial advising, helping clients establish and manage their unitrusts. Responsibilities often include investment oversight, compliance with legal requirements, and ensuring proper distribution of funds to beneficiaries.

What are popular job titles related to Unitrust jobs in California? For Unitrust jobs in California, the most frequently searched job titles are:
What job categories do people searching Unitrust jobs in California look for? The top searched job categories for Unitrust jobs in California are:
Unitrust jobs near you
Infographic showing various Unitrust job openings in California as of July 2026, with employment types broken down into 100% Full Time. Highlights an 55% Physical, and 45% Remote job distribution, with an average salary of $58,948 per year, or $28.3 per hour.

Client Advisor

Bessemer Trust Company

San Francisco, CA • On-site

$135K - $185K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 days ago

Job description

The Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. The Client Advisor is responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations.
The Client Advisor acts internally as a liaison between Senior Client Advisors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate and Insurance Advisory.
Responsibilities:
Client Service
  • Communicate with clients and their advisors regularly. Provide timely and thorough response.
  • Attend client meetings, document issues discussed and coordinate follow up.
  • Oversee preparation of client meeting materials. Create custom reports proactively and as requested.
  • Document client information and communications in Salesforce.

Account Administration
  • Oversee account opening and closing procedures and review related documents.
  • Oversee account transactions and reporting.
  • Review and be comfortable with client wills, trusts and governing documents and their application to client account administration. Establish necessary automated reminders and follow through.
  • Coordinate with Bessemer fiduciary counsel as needed to ensure administration is in accordance with governing documents.
  • Prepare Annual Relationship Reviews and assure that all accounts comply with all regulatory requirements.

Investment Management
  • Assist the Senior Client Advisor in investment management activities including implementing investment objectives, rebalancing accounts, executing trades, monitoring asset allocation and investment performance, and overseeing investment transition.
  • Monitor daily internal reports and work with account team to resolve any issues, such as overdrafts.
  • Coordinate client requests for funds including regular disbursements.
  • Prepare asset allocation simulation modeling.

Trust Administration
  • Prepare initial and annual trust reviews and requests for all discretionary distributions from trusts and for all special investments in trust.
  • Make required distributions from trusts and foundations.
  • Coordinate annual unitrust payments and private foundation grant payments with tax department.
  • Process gifts to charity and family. Prepare and send Crummey letters as appropriate.
  • Coordinate with tax department (or clients outside tax preparers) on reporting gifts to, and use of GST exemption on gift tax returns for, irrevocable trusts.
  • Prepare reports to Trust Builder for irrevocable insurance trusts (ILITs), make transfers to ILITs as required and pay life insurance premiums.
  • Other duties and responsibilities as assigned.

Qualifications:
  • Bachelor's degree in a relevant field and ideally 10 or more years of related business experience. Masters preferred.
  • Excellent writing and presentation skills.
  • Demonstrated leadership and teamwork qualities.
  • Ability to organize, complete multiple tasks within deadlines and complete accuracy.
  • Series 7, Series 63 license desired with two years of Cannon Trust School or equivalent. CTFA, CFP or CFA is a plus.
  • Ideally, proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, and Salesforce.

The base salary range for this position is $135,000 - $185,000 per year. This range reflects the minimum and maximum base salary we reasonably expect to pay for this role. In addition, this position may be eligible to participate in the relevant business unit's incentive compensation plan, and other compensation programs as applicable. Eligible employees may participate in a 401(k) program with a generous profit-sharing contribution, medical, prescription dental, and vision coverage; life insurance; disability coverage; paid holidays; vacation; and sick time, subject to plan terms and Company policies.
About Bessemer Trust:
  • Bessemer Trust is a family office, overseeing $250 billion in assets for 3,000 individuals and families of substantial wealth. Its more than 1,300 employees are singularly focused on private wealth management - disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
  • Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
  • Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer's adherence to putting clients' interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.

Key Facts:
  • For more than 119 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
  • Headquartered in New York's Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm's largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
  • To watch a video about Bessemer Trust's history, click here.
  • To learn more about Bessemer Trust, click here.

About Our Employee Rewards and Benefits:
  • We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
  • Competitive base salary plus discretionary annual bonus for select positions
  • A 401(k) plan with a generous annual profit-sharing contribution
  • Personalized development and career opportunities, including tuition reimbursement support
  • Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
  • Employee assistance (EAP) and wellness programs
  • Hybrid work environment: 60% in office, 40% remote for most positions
  • Paid time off and paid parental leave
  • Employer-paid life insurance and short- and long-term disability coverage
  • Legal services and financial wellness plans at no cost to employees

Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.

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