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Relationship Manager – Fiduciary Officer – Trust

2563019 First American Trust, F.S.B.

This is a Full-time position in Las Vegas, NV posted April 10, 2021.

Company Summary nJoin our team!

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.

As a global leader in providing title insurance, settlement services and risk solutions for real estate transactions, First American (NYSE: FAF) is an ideal place to build your career.

We have been entrusted with helping our customers achieve and protect their dream of homeownership since 1889.

We believe that our people are the key to the company’s continued success, and we invest in diverse talents and backgrounds and empower our teams to achieve more than they could anywhere else.

First American has created an award-winning culture and has been named to the Fortune 100 Best Companies to Work For® list for the fifth consecutive year and to more than 50 regional Best Places to Work lists.

For more information, please visit www.firstamtrust.comn n Job Summary n n Relationship Manager / Fiduciary Officer n nThe Relationship Manager is responsible for the general administration of personal trust accounts including estates, trusts, guardianships and agencies up to and including complex situations.

n n Additional business development and account management responsibilities: n 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 in order 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 Nevada probate code, including provisions specifically related to the management of Nevada specialized 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.

n n Job Qualifications: n Bachelor’s degree or equivalent education and experience.J.D.

or professional fiduciary experience preferred 5-10 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 with meeting deadlines and easily adapts to ever-altering priorities.

n nFirst 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 committed to diversity and inclusion.

We are an equal opportunity employer.n nBased on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401K and other great benefits like an employee stock purchase plan.

For more information about our Company and our dedication to putting People First, check out