Trust Client Liaison

3 weeks ago

Santa Ana, United States First American Full time
Who We Are
Join a team that puts its People First As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for nine consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.

What We Do
Provides a wide range of support within the Trust department. Performs clerical tasks related to the administration of trust accounts.

What You'll Do
  • Provides a wide range of support within the Trust department.
  • Performs clerical tasks related to the administration of trust accounts for which the institution acts as trustee, depositor or agent.
  • Assists Trust Officers on less sensitive accounts or specific assets within accounts.
  • Makes recommendations to administrators and officers regarding issues.
  • Assists in the preparation of court appearances and audits.
  • Assures file documentation is maintained and current.
  • Follows functional area's processes and procedures in daily activities, troubleshoots as needed and recommends suggestions for continuous improvements to overall operations.
  • Actively contributes to the results of a team and works toward achieving goals and objectives.
What You'll Bring
  • High School diploma or equivalent
  • 1-3 years of trust administrative experience
  • Uses established procedures to perform assigned tasks. Work is routine
  • Instructions may be detailed for new assignments
  • No responsibility for the supervision of others
  • Works under supervision applying established techniques, procedures or specific standards
  • Work may be reviewed for soundness of judgment and overall accuracy
  • Working knowledge of fundamental concepts, practices and procedures of department/field
  • Good verbal and written communication skills
  • Establishes effective working relationships at the work group level


Hourly Range: $22.80-30.38 per hour

This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location

What We Offer
By choice, we don't simply accept individuality - we embrace it, we support it, and we thrive on it Our People First Culture celebrates diversity, equity and inclusion not simply because it's the right thing to do, but also because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.

Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

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