Trust Administration Associate

firstam; San Diego (CA); On-site; USD 32,000 - 43,000; Full time

Job summary

First American Trust is seeking a Trust Associate to provide administrative support for day-to-day trust account management. You will assist Trust Officers with documentation, recordkeeping, and client service, ensuring compliance with procedures and accurate operations.

The role requires 1-3 years of trust administrative experience, a high school diploma or equivalent, and strong verbal and written communication skills.

Qualifications

• High School diploma or equivalent.
• 1-3 years of trust administrative experience.
• Working knowledge of fundamental concepts, practices and procedures of the department/field.
• Good verbal and written communication skills.
• Establishes effective working relationships at the work group level.

Responsibilities

• 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 processes and procedures, troubleshoots as needed and suggests improvements to operations.
• Works with a team to achieve goals and objectives.

Skills

Verbal communication

Written communication

Relationship building

Education

High School diploma or equivalent

Job description

First American Trust is seeking a Trust Associate to provide administrative support for day-to-day trust account management. You will assist Trust Officers with documentation, recordkeeping, and client service, ensuring compliance with procedures and accurate operations.

The role requires 1-3 years of trust administrative experience, a high school diploma or equivalent, and strong verbal and written communication skills.