Trust Assistant (On-Site)

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

Job summary

First American Trust is seeking a dedicated Trust Associate to provide administrative support for day-to-day trust account management, assist Trust Officers with documentation and client service, and help ensure accurate recordkeeping and compliance.

You will handle clerical tasks related to accounts where the institution acts as trustee, depositor, or agent, support in court appearances and audits, and contribute to efficient operations in a team-focused environment within our California

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

Relationship building

Attention to detail

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.

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

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.

• medical
• dental
• vision
• 401k
• PTO/paid sick leave
• employee stock purchase plan

Our people are the foundation of First American's success and that is the reason we put them first. This philosophy has cultivated a culture of happy employees who are highly engaged, passionate about their work and leave each day feeling they have made a difference.

By submitting this application, you may convey certain personal information to First American. This information is collected for the sole purpose of determining your qualification for the position you are applying. California residents may learn more by viewing our Privacy Policy. County of Los Angeles Fair Chance Ordinance E-Verify Participation Poster