- Represents the company in direct contact with customers, attorneys, beneficiaries, and other related parties.
- Development of external leads through solicitation of attorneys, accountants and other centers of influence including community leaders and organizations to sell investment management and fiduciary administration business.
- Knowledge of fiduciary products and services (e.g., personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning).
- Strong command of state probate code, including provisions specifically related to the management of special needs trusts.
- Ability to review new trust or estate relationship documents for acceptability and mitigation of company liability.
- Periodically reviews trust accounting software parameters and coding.
- Obtains, directs, and updates account inventory values, account assets and account relationship information.
- Initiates or approves payments or receipts to/from client accounts in accordance with terms of account governing documents.
- Monitors account activity ensuring compliance with established company policies and procedures, rules, and regulations, including completion of annual Reg 9 reviews.
- Bachelor's degree or equivalent education and experience. J.D., CFTA, or similar professional fiduciary experience preferred.
- 7-10 years' experience in the fiduciary industry.
- This person must be well-organized, an independent thinker who can work without supervision, able to make timely decisions, detail oriented, have excellent customer service skills, a superior communicator with both the spoken and written word, and familiar with Word, Excel, Outlook.
- Willing to learn how to efficiently use unfamiliar databases, willing to assist and constructively instruct direct reports and a team-player with employees in other departments; good at meeting deadlines and easily adapts to ever-altering priorities.
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Trust Officer/Relationship Manager - Las Vegas, United States - First American Financial Company
Description
Who We AreJoin 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 eight 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
What We Do
The Trust Officer / Relationship Manager is responsible for administering all aspects of First American's Trust Department. Serves as relationship manager and fiduciary advisor to provide trust administration of personal trust accounts including estates, trusts, guardianships, and agencies up to and including complex situations.
What You'll Do:
This hiring range is a good faith and reasonable estimate of the salary range of possible compensation at the time of the posting and is subject to change. The actual compensation offered will be determined by various factors, which may include a candidate's education, training, experience, and geographic location.
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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 celebrates diversity, equity and inclusion not simply because it's the right thing to do, but also 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.
