What are the responsibilities and job description for the Senior Client Liaison position at First American?
Essential Functions
- 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.
Job Complexities & Impact
- Tasks are generally more complex in nature and usually involve evaluation, originality and judgment
Supervision Received or Extended
- No formal supervisory responsibility but is resource to less experienced team members
- Works under general supervision applying well established techniques, procedures or specific standards
Knowledge and Skills/Technology Used
- 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
Typical Education
- High School diploma or equivalent
- Some college preferred
Typical Range of Experience
- 3-5 years of trust administrative experience
The pay range for this role is $49,550.00- $66,075.00
This 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.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal work hours and/or responsibilities from time to time, as needed.
What We OfferBy 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. First American is an equal opportunity employer in every sense of the term.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.First 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.
Salary : $49,550 - $66,075
