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.
What You'll Do:
• Business development and account management responsibilities:
• Represent 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 serves (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning)
• Understanding of California probate code, including provisions specifically 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 account governing documents.
• Monitor account activity ensuring compliance with established company policies and procedures, rules, and regulations, including completion of annual Reg 9 reviews.
• Meet regularly with clients to stay apprised of their financial needs and goals.
• Other duties as assigned
What You'll Bring:
• Bachelor’s degree or equivalent combination of education and experience
• Minimum of 3 years of related work experience including experience with client relations, legal documents, and/or financial planning
• CFP, CTFA or paralegal certificate preferred.
• Experience preferred: banking, financial industry, or related field; financial planning investments, and/or estate planning.
• Requires working knowledge in several of the following fields: financial planning tools and techniques; fiduciary duties and responsibilities; investment products and services; and an understanding of investment markets and portfolio management.
• Strong written and verbal communication skills
• A 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.
• Meet deadlines and easily adapt to ever-altering priorities.
Pay Range: $77,300.00 - $103,000.00 AnnuallyThis hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
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.
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.
