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First American Financial Logo First American Financial · Banking

Trust Relationship Manager

United States, Las Vegas 77300.00 - 103000.00 USD / Year · Job Posted May 30, 2026
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Job Description

Responsible for the general administration of trust accounts, investment management, or retirement accounts for high-net-worth individuals, families, or institutions. Accountable for retaining and growing their client base through client referral, sales support, and/or increasing share of client wallet. Job summary: Responsible for the general administration of personal trust accounts and relationship management for investment management accounts and/or individual retirement accounts.

Job Responsibility

  • Represent the company in direct contact with customers, attorneys, beneficiaries, and other related parties
  • Development of external leads through solicitation of attorneys, accountants and other centers of influence including community leaders and organizations to sell investment management and fiduciary administration business
  • Knowledge of fiduciary products and serves (e.g. personal trusts, living trusts, wills, investment management, security custody, financial consulting, estate planning)
  • Understanding of California probate code, including provisions specifically related to the management of trusts
  • Periodically review trust accounting software parameters and coding
  • Obtain, direct, and update account inventory values, account assets and account relationship information
  • Initiate or approve payments or receipts to/from client accounts in accordance with terms of account governing documents
  • Monitor account activity ensuring compliance with established company policies and procedures, rules, and regulations, including completion of annual Reg 9 reviews
  • Meet regularly with clients to stay apprised of their financial needs and goals
  • Other duties as assigned

Requirements

  • Bachelor’s degree or equivalent combination of education and experience
  • Minimum of 3 years of related work experience including experience with client relations, legal documents, and/or financial planning
  • CFP, CTFA or paralegal certificate preferred
  • Experience preferred: banking, financial industry, or related field
  • financial planning investments, and/or estate planning
  • Requires working knowledge in several of the following fields: financial planning tools and techniques
  • fiduciary duties and responsibilities
  • investment products and services
  • and an understanding of investment markets and portfolio management
  • Strong written and verbal communication skills
  • A high level of accountability, organization, and attention to detail
  • Strong self-sufficiency. Able to work independently, and in team settings
  • Strong client advisory and problem-solving skills
  • Experience working with mass affluent or high net worth clients
  • Working knowledge of Word, Excel, and Outlook
  • Meet deadlines and easily adapt to ever-altering priorities

Nice to have

  • CFP, CTFA or paralegal certificate
  • banking, financial industry, or related field

What we offer

  • medical
  • dental
  • vision
  • 401k
  • PTO/paid sick leave
  • employee stock purchase plan
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