Senior Client Liaison (On-site) jobs in United States
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First American · 5 days ago

Senior Client Liaison (On-site)

First American is a federal savings bank that provides banking, wealth management, and trust solutions. The Senior Client Liaison role involves providing support within the Trust department, performing clerical tasks related to trust accounts, and acting as a resource for the team.

Financial ServicesInsuranceProperty InsuranceReal EstateReal Estate Investment

Responsibilities

Provides a wide range of support within the Trust department
May act as the team’s resource and subject matter expert
Performs complex clerical tasks related to the administration of trust accounts for which the institution acts as trustee, depositor or agent
Assists Trust Officers on less sensitive accounts or specific assets within accounts
Makes recommendations to senior administrators and officers regarding complex issues
Prepares court appearances and audits
Assures file documentation is maintained and current
Follows department’s processes and procedures in daily activities, actively identifies areas of improvement and recommends solutions
Actively contributes to the results of a team and works toward achieving goals and objectives

Qualification

Trust administrative experienceTrust conceptsVerbal communication skillsWritten communication skillsTeam collaboration

Required

High School diploma or equivalent
3-5 years of trust administrative experience
Strong knowledge of fundamental concepts, practices and procedures of particular function/department/field
Excellent verbal and written communication skills
Establishes effective working relationships at the department level

Preferred

Some college preferred

Benefits

Medical
Dental
Vision
401k
PTO/paid sick leave
Employee stock purchase plan

Company

First American

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First American provides financial services through its Title Insurance and Services segment and its Specialty Insurance segment.

Funding

Current Stage
Public Company
Total Funding
$450M
2024-09-23Post Ipo Debt· $450M
2010-06-01IPO

Leadership Team

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Kenneth D. DeGiorgio
Chief Executive Officer
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Jody Mulkey
Chief Technology Officer
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Company data provided by crunchbase