Jobs · Finance · California

Trust Assistant (On-Site)

First American · San Diego, CA · 1 wk ago
Finance$23.37–$31.14/hrFull-time

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.

About the role

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.

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

Requirements

  • 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

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.

Benefits

Based on eligibility, First American offers a comprehensive benefits package including:

  • Medical, dental, and vision coverage
  • 401k retirement plan
  • PTO and paid sick leave
  • Employee stock purchase plan

First American is proud to foster an authentic and inclusive workplace for all. You are free and encouraged to bring your entire, unique self to work.

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