Trust Relationship Manager, Associate; On-Site

What We Do

Responsible for the general administration of trust accounts, investment management, or retirement accounts for high‑net‑worth individuals, families, or institutions. Accountable for retaining and growing their client base through client referral, sales support, and/or increasing share of client wallet.

Job summary:

Responsible for the general administration of personal trust accounts and relationship management for investment management accounts and/or individual retirement accounts.

• Represent the company in direct contact with customers, attorneys, beneficiaries, and other related parties.
• Develop 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.
• Maintain knowledge of fiduciary products and services (e.g., personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning).
• Understand California probate code, particularly provisions related to the management of trusts.
• Periodically review trust accounting software parameters and coding.
• Obtain, direct, and update account inventory values, account assets, and account relationship information.
• Initiate or approve payments or receipts to/from client accounts in accordance with terms of governing documents.
• Monitor account activity to ensure compliance with company policies, procedures, rules, and regulations, including annual Reg9 reviews.
• Meet regularly with clients to stay apprised of their financial needs and goals.
• Perform other duties as assigned.

• Bachelor’s degree or equivalent combination of education and experience.
• Minimum of 3 years of related work experience, including client relations, legal documents, and/or financial planning.
• CFP, CTFA, or paralegal certificate preferred.
• Preferred experience in banking, the financial industry, or related fields; financial planning, investments, and/or estate planning.
• Working knowledge of financial planning tools and techniques, fiduciary duties and responsibilities, investment products and services, and investment markets and portfolio management.
• Strong written and verbal communication skills.
• High level of accountability, organization, and attention to detail.
• Strong self‑sufficiency; able to work independently and in team settings.
• Strong client advisory and problem‑solving skills.
• Experience working with mass affluent or high net‑worth clients.
• Working knowledge of Word, Excel, and Outlook.
• Ability to meet deadlines and adapt to ever‑altering priorities.

$77,300.00 – $ annually. This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay may be based on job‑related knowledge, skills, experience, business requirements, and geographic location.

• Medical, dental, vision, 401(k), PTO/paid sick leave, employee stock purchase plan, and other comprehensive benefits.

First American is an equal opportunity employer in every sense of the term. Based on eligibility, First American offers a comprehensive benefits package and supports an inclusive workplace for all employees.