Fiduciary Officer II

First Financial Bank • Petaluma, CA

4d

About The Position

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Fiduciary Officer is responsible for the efficient administration of Trust Accounts for FFB wealth management clients where the Bank is acting as trustee, executor, administrator, conservator, guardian or agent for Trustee. The Fiduciary Officer will provide expert advice and counsel on estate planning and trust administration, including high level customer service to clients, attorneys and beneficiaries, and administer accounts in a manner that ensures compliance with legal requirements and business line policies and procedures.

Requirements

• Four year College Degree
• Minimum 10 years’ experience of relevant fiduciary, personal trust or trust administration
• CTFA or JD required
• Advanced technical knowledge of investments, tax, legal and Bank operations
• Current knowledge of fiduciary standards, principles and applicable laws and regulations
• Knowledge of account management practices, tasks, and tools with the ability to provide services and support to key clients
• Effective Communications and excellent organization skills
• Accuracy and Attention to detail
• Understands and controls risk in all aspects of account administration
• Proficient in Word, Excel and Outlook

Nice To Haves

• Serve on Administration Committee

Responsibilities

• Manages Risk – Monitors and controls risk in all aspects of trust and account administration, including management and control of unique trust assets
• Customer focus – Resolves problems efficiently and effectively brought by grantors, beneficiaries and others, such as requests for discretionary distributions
• Service to clients – Administers trust accounts, ensuring client objectives are met and are consistent with the governing documents, policies and procedures, State Trust code and sound fiduciary administration principles to best serve the interests of the beneficiaries
• Account Management - Collaborate with other Fiduciary Officers and Wealth Management Coordinators on new account paperwork, closing paperwork, wire and ACH transfers, tax reporting, Charitable and non-charitable gifting, principle and income account portfolios, administrative reviews, bill pay, estimated tax payments and liabilities, ticklers, cost basis information, fee set up and modifications and all other account administration from opening to closing.
• Responsible for complete and accurate information in paper file and on trust accounting system

Benefits

• We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing.
• Please review our Benefits Guide.
• All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees