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Client Trust Services Advisor

2 months ago

Santa Ana, California, United States First American Full time
About Us
At First American Trust, we prioritize our People. As a member of the First American family, we are a federal savings bank that has been delivering banking, wealth management, and trust solutions nationwide for over fifty years. Our legacy, dating back to 1889, is built on a steadfast belief in our employees. We are dedicated to creating an environment where everyone feels valued, supported, and encouraged to innovate and achieve their fullest potential. Our commitment to an inclusive, people-first culture has garnered us numerous accolades, including recognition on the Fortune 100 Best Companies to Work For list for nine consecutive years. We are also proud to be recognized as a top workplace for women, diversity, and LGBTQ+ employees, and have been featured on over 50 regional best places to work lists.

Role Overview
The Trust Client Services Specialist plays a vital role in the administration of trust accounts while providing essential sales support within Wealth Management. This position involves maintaining relationships with sales and portfolio divisions, industry vendors, and private wealth clients.

Key Responsibilities
  • Support Trust Officers in the management of assets and accounts.
  • Act as the primary liaison for clients with substantial and intricate accounts.
  • Prepare for and participate in court appearances and audits.
  • Facilitate asset collection and account setup.
  • Oversee investment activities.
  • Assist managers and supervisors with escalated Trust client inquiries from Sales Managers, Wealth Management Advisors, and Relationship Managers.
  • Handle calls from the general Wealth Management line and follow up on incoming sales leads.
  • Maintain an accurate customer database by creating and updating profiles in Salesforce.
  • Contribute to company projects related to Salesforce and Docusign management.
  • Perform additional tasks related to the effective administration of trust accounts where the institution acts as trustee or agent.
Qualifications
  • Bachelor's degree or equivalent combination of education and experience.
  • 4-7 years of relevant experience.
  • Excellent written and verbal communication skills.
  • Strong interpersonal abilities.
  • Self-motivated and proactive.
  • Capability to manage multiple tasks and respond promptly to urgent issues.
  • Proficient in Microsoft Word, Excel, and PowerPoint.
Compensation
Pay Range: $23.82-$41.35 per hour. This range is a reasonable estimate of the base pay for this position at the time of posting and is influenced by various factors, including job-related knowledge, skills, experience, business requirements, and geographic location.

Our Commitment
At First American, we embrace individuality and celebrate diversity, equity, and inclusion as essential to our success. We are dedicated to fostering an authentic and inclusive workplace where everyone is encouraged to bring their unique selves 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 excellent benefits such as an employee stock purchase plan.