Lorenz Fiduciary Services - Temecula, CA
posted 4 days ago
The Associate Account Manager at Lorenz Fiduciary Services, Inc. is responsible for assisting Trust Account Managers and Trustees with trust and estate administration for multiple client matters. This role requires a detail-oriented individual who can manage various administrative tasks, maintain client records, and provide excellent customer service. The position emphasizes teamwork and high-quality service, with compensation based on previous experience.