Trust Administration Professional

3 weeks ago


Las Vegas, Nevada, United States First Foundation Bank Full time
Job Summary

We are seeking a highly skilled and experienced Trust Administration Professional to join our team at First Foundation Bank. This role involves independently representing the bank in its fiduciary capacity as Trustee, Executor, or Agent under various forms of agreement.

About the Role
  • This Senior Trust Services Specialist will be responsible for selling trust and estate services and administering accounts, providing coordination and oversight for related services on the Company's platform.
  • The ideal candidate will have 15 or more years of experience in a trust administration function, with at least 10 years in a sales role.
Responsibilities:Main Duties:
  • Originate new trust sales from existing or prospective clients and provide referrals for other First Foundation products and services.
  • Develop administrative plans and objectives with clients and beneficiaries in connection with the Real Estate Manager and Investment officer related to assets held in assigned accounts.
Key Accountabilities:
  • Administers assigned accounts, which may include but are not limited to, revocable and irrevocable trust accounts, agency accounts, IRAs, custody, and escrow accounts, per the terms specified in the trust instrument or agreement.
  • Resolves problems with assigned accounts as well as assists others in account administration.


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