Trust Assistant (On-Site)

ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC; San Diego (CA); On-site; USD 32,000 - 43,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k

PTO (paid time off)

Job summary

First American Trust, a member of the First American family of companies, provides banking, wealth management, and trust solutions with a long-standing commitment to people-first principles.

The Trust Associate role supports the day-to-day management of trust accounts, assists Trust Officers, and helps ensure accurate recordkeeping and compliant operations while delivering exceptional client service.

Qualifications

• High School diploma or equivalent.
• 1-3 years of trust administrative experience.
• 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.

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 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.

Skills

Verbal communication

Written communication

Trust administration basics

Education

High School diploma or equivalent

Job description

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 eleven 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.

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 eleven 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

The Trust Associate provides administrative support for the day-to-day management of trust accounts, assisting Trust Officers with account administration, documentation, and client service activities. This role helps ensure accurate recordkeeping, compliance with established procedures, and efficient trust operations while supporting the department’s overall goals and commitment to exceptional service.

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
• 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

Pay Range: $23.37 - $31.14 Hourly

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.

• Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County.

First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).

First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.

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 is inclusive for all employees - not just because it's the right thing to do, but 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.