Client Support Specialist (On-site)

Trust Account Assistant

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 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 ten 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.

Assists in the administration of trust accounts and provide sales support within Wealth Management maintaining relationships with sales and portfolio business divisions, industry vendors and private wealth clients.

What You'll Do :

• Assists Trust Officers and Wealth Management Advisors in managing assets and accounts.
• May serve as the primary contact for customers with large and complex accounts.
• Prepares and participates in court appearances and audits.
• Collects assets and sets up accounts.
• Initiate financial transactions, including ACHs and wires
• Monitors investment activities.
• Assists managers and supervisors with Trust client escalation calls as they arise from Sales Managers, Wealth Management Advisors and Relationship Managers.
• 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.
• Assists on company projects related to the management of Salesforce and Docusign.
• Performs additional tasks related to the efficient administration of trust accounts for which the institution acts as trustee or agent.

What You'll Bring :

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.

First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).

First American intends to conduct a review of an applicant's criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment : handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.

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.