Account Manager (Personal Trust)

Location: Los Angeles, CA, United States

Salary: $77,625–$128,225 USD annual base pay

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Coordinate administration and servicing for complex fiduciary, investment management, estate settlement, guardianship, and custody accounts.
• Resolve client issues, communicate service updates, and coordinate requests with internal service partners.
• Manage account setup and closure, cash movement, fee setup, documentation, annual reviews, and account status follow-up.
• Support account acceptance, discretionary request analysis, compliance management, and business development presentations.
• Identify service efficiency and process improvements while maintaining knowledge of critical business applications and client tools.
• Serve as a subject matter expert, mentor junior employees, and coordinate daily operational activities.

Requirements

• 5–7 years of experience in financial servicing or related experience or credentials.
• In-depth knowledge of personal trust, estate, guardianship, and advisory services and products.
• Knowledge of internal bank trust functions, with strong analytical, problem-solving, organizational, oral, and written communication skills.
• Technical and systems knowledge, such as PeopleSoft.
• College or university degree and/or relevant proven work experience preferred.
• Must be authorized to work in the United States without employment-based visa sponsorship now or in the future.

Culture & Benefits

• Flexible and collaborative work culture with opportunities for internal career movement and access to senior leaders.
• Retirement benefits including 401(k) and pension.
• Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
• Paid time off, parental and caregiver leave, and additional well-being benefits.
• Discretionary bonus program that may include an equity component.
• Inclusive workplace with community philanthropy and reasonable accommodation support.