-
Trust Officer
4 days ago
Farmers & Merchants Bank Long Beach, United StatesIf you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.Trust Officer Full Time 2 Professional Main Office Trust, Long Beach, CA, US14 days ago Requisition ID: 2133Salary Range: $5 ...
-
Trust Officer
3 weeks ago
San Pasqual Fiduciary Trust Company Los Angeles, United StatesNo Recruiters or phone calls, please. We will contact you if you are a potential match for the position. · Trust Officer · San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell inve ...
-
Trust Officer
4 days ago
San Pasqual Fiduciary Trust Company Los Angeles, United StatesNo Recruiters or phone calls, please. We will contact you if you are a potential match for the position. · Trust Officer · San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell inve ...
-
Trust Officer
5 days ago
San Pasqual Fiduciary Trust Company Los Angeles, United StatesNo Recruiters or phone calls, please. We will contact you if you are a potential match for the position. · Trust Officer · San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell invest ...
-
Trust Officer
2 days ago
San Pasqual Fiduciary Trust Company Los Angeles, United StatesNo Recruiters or phone calls, please. We will contact you if you are a potential match for the position. · Trust Officer · San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not sell inve ...
-
Trust Officer
3 weeks ago
gpac Los Angeles, United StatesJob Description · Are you looking for a new opportunity? We are seeking an experienced trust officer to join our team managing client trusts and estates. As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate pl ...
-
Trust Officer
2 weeks ago
gpac Los Angeles, United StatesJob DescriptionAre you looking for a new opportunity? We are seeking an experienced trust officer to join our team managing client trusts and estates. As a trust officer, you will work directly with high net worth clients to manage assets placed in trust, administer estate plans, ...
-
Assistant Trust Officer
3 weeks ago
San Pasqual Fiduciary Trust Company Los Angeles, United StatesNo phone calls or recruiters, please. We will contact you if you are a potential match for the position. · Assistant Trust Officer · San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not s ...
-
Senior Trust Officer
3 weeks ago
San Pasqual Fiduciary Trust Company Los Angeles, United StatesNo Recruiters or phone calls, please. We will contact you if you are a potential match for the position. · Senior Trust Officer · San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We never sell ...
-
Assistant Trust Officer
3 weeks ago
San Pasqual Fiduciary Trust Company Los Angeles, United StatesNo phone calls or recruiters, please. We will contact you if you are a potential match for the position. · Assistant Trust Officer · San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not ...
-
Senior Trust Officer
1 week ago
Bank of America Los Angeles, United StatesSenior Trust Officer · Los Angeles, California · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clie ...
-
Senior Trust Officer
3 days ago
Bank of America Los Angeles, United StatesSenior Trust Officer · Los Angeles, California · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients ...
-
Assistant Trust Officer
3 weeks ago
San Pasqual Fiduciary Trust Company Los Angeles, United StatesNo phone calls or recruiters, please. We will contact you if you are a potential match for the position. · Assistant Trust Officer · San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We do not ...
-
Senior Trust Officer
3 weeks ago
San Pasqual Fiduciary Trust Company Los Angeles, United StatesNo Recruiters or phone calls, please. We will contact you if you are a potential match for the position. · Senior Trust Officer · San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We never sel ...
-
Senior Trust Officer
3 weeks ago
San Pasqual Fiduciary Trust Company Los Angeles, United StatesNo Recruiters or phone calls, please. We will contact you if you are a potential match for the position. · Senior Trust Officer · San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We never sel ...
-
Assistant Trust Officer
2 weeks ago
San Pasqual Fiduciary Trust Company Los Angeles, United StatesAdministrative Assistants/ Office SupportKinetic Personnel Group, Inc.Corona, CA 92880posted 05/08/2024 runner Assistant Office Manager Our Best Life Companies Canoga Park, CA 91304 posted 05/07/2024 runner Assistant Office Manager Kona Ice Rancho Cucamonga, CA 91701 posted tod ...
-
Assistant Trust Officer
2 weeks ago
San Pasqual Fiduciary Trust Company Los Angeles, United StatesAdministrative Assistants/ Office Support · Kinetic Personnel Group, Inc. · Corona, CA 92880 · posted 05/08/2024 · More... · front runner · Assistant Office Manager · Our Best Life Companies · Canoga Park, CA 91304 · posted 05/07/2024 · More... · front runner · Assistant O ...
-
Business Office Assistant
1 week ago
Marlora Post Acute Rehabilitation Long Beach, United StatesMarlora Post-Acute Rehabilitation Hospital: Seeking a Dedicated Business Office Assistant · Marlora Post-Acute Rehabilitation Hospital, located in Long Beach, CA, is a medium-sized facility that offers 99 beds. Our focus is on providing exceptional short-term rehabilitation servi ...
-
Commercial Loan Officer
3 weeks ago
United Fidelity Bank Long Beach, United StatesThe Commercial Loan Officer is responsible for soliciting and servicing prospective customers producing a variety of commercial loans as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, ma ...
-
Call Center Representative
3 weeks ago
SEAN S MOHTASHAMI DDS INC Long Beach, United StatesOur practice is looking for a hard working, goal minded individual with strong sales skills to fill the position we have as a Patient Service Representative. In this role, you will be the first point of contact for people calling in attempting to book a New Patient appointment. B ...
Trust Officer - Long Beach, United States - Farmers & Merchants Bank
Description
If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.
Full Time
2 Professional
Main Office Trust, Long Beach, CA, US
14 days ago
Requisition ID: 2133
Salary Range:
$50,000.00 To 100,000.00 Annually
Job Summary
The Assistant Vice President-Trust Officer serves as a relationship manager to Farmers and Merchants Trust Company (FMTC) clients by providing support and guidance in managing their trust and estate administration needs.
This role will establish solid working relationships with clients and client agents (i.e. attorneys, co-trustees, CPA's, etc.) as well as Farmers and Merchants Bank of Long Beach officers. Additional objectives include building relationships with potential new business sources and resources, including community leaders, accountants, and attorneys.Duties will include, but are not limited to:
Manage assigned trust relationships including all aspects of opening, administering, and closing of trust and fiduciary business; for some trust relationships, may provide support to more senior Trust Officers;
Complete all necessary regulatory reporting regarding trust accounts, including but not limited to Reg. 9 Compliance Services monitoring;
Responsible for identifying and reporting compliance/ risk related matters as well as assisting with the management and mitigation of risk.
This should include potential and actual complaints, threatened and actual claims of litigation;Understand the nuances of the discretionary review process and participate in such evaluations;
Serve as a voting member of the Trust Administrative Committee (TAC) and other committees as assigned;
Acting as a fiduciary while protecting the interests of the trust company and working in a fiduciary capacity for your clients;
Establish themselves with the local estate and financial planning communities to ensure favorable visibility of FMTC and its trust and fiduciary capabilities;
Build multi-generational relationships with members to retain assets held in trust;
Maintain awareness of emerging products and services and new developments in the industry;
Keep current on all laws and regulations related to the administration of trust accounts;
Acquire and apply knowledge of industry products, services and processes in handling moderately complex accounts;
Review legal documents, correspondence and forms and ensure compliance with policies, procedures, governing documents and applicable regulations;
Provide recommendations to management regarding changes to transaction processing and account maintenance;
Other duties as assigned.
Position Requirements
Bachelor's Degree required;
Graduate or law degrees, CTFA and/or industry specific certifications are desirable;
Intermediate/Advanced knowledge of trust and estate services and applicable laws;
3+ years working experience in trust and estate administration required; experience as a Trust Officer, Trust Relationship Manager, or similar position desirable; responsible for a book of clients containing various types of trust, agency, and estate settlement accounts;
Proficient knowledge of Microsoft Office and Windows operating environment;
Proficient knowledge of trust accounting and related systems;
Proficient knowledge of Salesforce desirable;
Demonstrated interpersonal skills suggesting ability to increase FMTC business – both internally and externally;
Advanced proficiency in verbal and written communication;
Solid understanding of the role of fiduciaries and delivery of trust services;
Ability to be effective under pressure;
Advanced ability to prioritize and multi-task;
Ability to professionally interact with all levels of employees and clients;
Ability to respect and hold confidential information;
Effectively work independently as required.
Competitive compensation package.
FMTC is an Equal Opportunity Employer.
This job description is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management.
Farmers and Merchants Trust Company reserves the right to revise or change job duties and responsibilities as the need arises.
This job description does not constitute a written or implied contract of employment#J-18808-Ljbffr