Trust Operations Specialist, Part-time

Job not on LinkedIn

🔥 0 minutes ago

🎰 Nevada, Michigan – Remote

🎰 Nevada – Remote 🚗 Michigan – Remote

⏱ Part Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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First American

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1889

🏠 Real Estate

💸 Finance

🏢 Enterprise

Real Estate • Finance • Enterprise

First American is a historical company that has been operating since 1889, evolving into a $9 billion organization with over 20,000 employees and more than 700 offices worldwide. The company provides a range of products and services that assist homebuyers, sellers, businesses, and investors in the real estate market. With a strong focus on employee engagement and culture, First American emphasizes innovation, technology, and community involvement, driving transformation within the real estate industry.

📋 Description

• Partner with leadership to support client relationship initiatives, business development efforts, and strategic growth objectives • Cultivate and maintain relationships with attorneys, accountants, financial advisors, and community organizations • Provide guidance on fiduciary products and services, including trusts, estate planning, investment management, and related wealth management solutions • Support review of trust and estate documents, identifying potential risks and ensuring alignment with business and regulatory requirements • Leverage knowledge of California trust and probate matters to support client servicing, trust administration activities, and special projects • Liaise between clients and internal teams to facilitate account-related requests, issue resolution, and client service • Assist with oversight of trust and estate relationships by reviewing account information and monitoring client needs • Support operational and process improvement initiatives • Partner with leadership on special projects, business initiatives, and departmental priorities • Maintain awareness of applicable policies, procedures, and regulatory requirements • Meet regularly with clients and professional advisors to understand evolving needs, strengthen relationships, and identify opportunities to add value

🎯 Requirements

• Experience supporting wealth management, trust, banking, fiduciary, or financial services operations • Strong organizational skills with the ability to manage multiple priorities independently • Effective communication and relationship-building skills • Proficiency with Microsoft Office applications • Knowledge of trust administration, fiduciary services, or wealth management operations preferred • Prior experience within a trust company, private wealth, or banking environment preferred

🏖️ Benefits

• Medical, dental, and vision benefits • 401k • PTO/paid sick leave • Employee stock purchase plan • Inclusive, people-first workplace culture • Equal opportunity employment