Reference #: R042246Who 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 www.careers.firstam.com.

　　What We Do

　　What You'll Do

　　Support Relationship Manager in servicing clients and account maintenanceServe as the secondary contact for clients with large and complex accounts, working closely with the Client Services ManagerAttend client meetings; document client interactions in SalesforcePrepares and participates in court appearances and audits.Collects assets and ensure that all new accounts are opened accurately and efficientlyReview reoccurring distributions for accuracy and process one-time distributionsMake sure that all accounts transfers are processed and work to resolve any issuesMonitors investment activities.Takes calls from the inbound Wealth Management general line and follows up on incoming sales leads.Maintains accurate customer database by creating and updating customer profiles in Salesforce.Performs additional tasks related to the efficient administration of trust accounts for which the institution acts as trustee or agent.Perform other duties as needed

　　What You'll BringExcellent organizational, interpersonal and verbal/written communication skillsStrong ability to prioritize and handle multiple tasksSelf-motivated; self-starterStrong ability to prioritize and manage multiple tasks and respond quickly to emergent problemsSolid problem-solving and conflict resolution aptitudePresent a professional image in dealing with customers, interdepartmental and external representativesProficient in Microsoft Word, Excel and PowerPoint

　　Typical Range of Experience4-7 years of related experience in the financial industry (i.e. Trust Services, Client Service, Support)

　　Pay Range- $49,250 - $64,500 USD Annual

　　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.

　　What We OfferBy 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.

　　First American invests in its employees' development and well-being, empowers them to provide superior customer service and encourages them to serve the communities where they live and work. First American is committ d to diversity and inclusion. We are an equal opportunity employer.