Trust Operations Specialist

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

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