Olivia Todd

Client Services & Trust Administration Coordinator

Biography

Olivia Todd brings a compassionate, client-centered approach and strong organizational expertise to her role as Client Services & Trust Administration Coordinator. She is dedicated to supporting clients and families through the trust administration process with professionalism, responsiveness, and a genuine commitment to helping others navigate complex and often emotional life transitions.

Prior to joining the fiduciary and trust administration field, Olivia served as a Client Services Coordinator at a law firm, where she gained valuable experience in case management, billing, and administrative client support. This background provided her with a strong foundation in client relations, attention to detail, and the importance of clear communication. Her ability to coordinate multiple responsibilities while maintaining a high level of accuracy allows her to effectively support clients and professional staff throughout the administration process.

Olivia is known for her compassion, warmth, and commitment to exceptional client service. She believes that building meaningful connections with clients and creating an environment of trust and comfort are essential, particularly in an area of practice that can often feel overwhelming or uncertain. Her friendly demeanor, strong work ethic, and problem-solving mindset help clients feel supported, informed, and confident every step of the way.

Olivia earned her Bachelor of Science in Business Administration and Management from Chapman University. Outside of her professional work, she enjoys spending time at the beach, being with family and friends, playing the piano, and caring for her cat. She also has a philanthropic background supporting mental health awareness initiatives, reflecting her passion for helping others both professionally and within her community.