Trust Operations Analyst

• →Lead or subject matter expert for the department or function providing backup support in all. Functional areas within the department
• →Performs complex accounting functions related to trust accounts including cash receipts, cash disbursements, income collection, trade settlement and control of the trust accounting system.
• →Performs monthly certifications (audits) of critical general ledger and other accounts. Identifies discrepancies for management to review and correct.
• →Inputs accounting entries; prepares and balances/reconciles daily blotter to the trust accounting system, balances and processes checks;
• →Reviews and processes reject items; receives, distributes and files related documents.
• →Troubleshoots problems. Ensures data integrity including daily back-up and prepares the systems for transmission of daily data and activity.
• →Prepares, controls, and processes complex disbursements; income; note and other liability payments; and trust fees to and from trust accounts ensuring accuracy and timeliness of transactions in accordance with established procedures.
• →Processes settlement instructions and settles funds for assigned accounts in accordance with instructions. Answers questions for less experienced employees; helps resolve problems; and provides resources and information.
• →Works on special projects assigned by the department manager.
• →Assists in creation and monitoring of all procedures.

• High School Diploma required. Bachelor’s degree or equivalent combination of education and work experience preferred.
• 4+years in a Bank Trust department or at a Trust company in an operations role.
• Experience working with trust accounting systems and trust-related transactions.
• Strong understanding of trust operations, account reconciliations, settlements, cash processing, and general ledger controls.
• Demonstrated ability to identify, research, and resolve complex operational issues.
• Strong analytical, organization, and problem-solving skills with exceptional attention to detail.
• Ability to manage multiple priorities while maintaining a high level of accuracy in a deadline-driven environment.
• Proficiency with Microsoft Office applications, particularly Excel.
• Strong written and verbal communication skills with the ability to provide guidance and training to less experienced team members.
• Ability to work independently with limited supervision and exercise sound judgment in decision-making.

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.