Summary: This position is responsible for supporting the administration of trust accounts with services and timeliness that meet established client service objectives. Assists the Trust Manager and Administrators with establishing, developing, and retaining all aspects of the trust client relationships.

Salary Range: The salary range budgeted for this position is $50,000/yr to $60,000/yr and represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.

The Company also offers various benefits, including medical, dental, vision, and a 401(K) match. Other rewards may include annual performance-based bonuses and wellness days.

Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.

Duties and Responsibilities:

• Employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates
• Employee is responsible for understanding their duties and responsibilities as it relates to the Bank Secrecy Act, ("BSA"), Anti-Money Laundering Act ("AML") and Office of Foreign Assets Control Regulations ("OFAC"). This includes understanding any responsibilities outlined under the Bank's BSA/ OFAC Program, participating in any required training and promptly complying with all reporting requirements
• Understand and comply with requirements of all laws and regulations applicable to the position
• Perform daily trust system accounting data entry and balancing activities
• Review the trust accounting software each morning and evening for daily transaction processing
• Perform data entry of approved account transactions including recurring/non-recurring bill payments and discretionary distributions while ensuring that cash positions are adequate to cover payments
• Prepare routine correspondence and informational forms needed in documenting trust activities
• Provide client support in the absence of the Trust Administrator / Trust Officer or Department Manager
• Support sales efforts through the preparation of product information pieces, pipeline reporting, and calls
• File and image account documents, correspondence, and other related forms
• Compose letters, memoranda, and other correspondence
• Attend client meetings on occasion with the Trust Officer / Trust Administrator
• Coordinate events and meetings
• Generate trust accounting system downloads and prepare periodic reports for management and others as needed
• Perform other duties as assigned

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education and/or Experience:

• Bachelor's degree or equivalent combination of training and experience in accounting, securities processing, and information systems and applications
• Minimum 1 to 2 years of administrative support experience

Skills:

• Understanding of financial planning concepts, including trust/estate planning, tax planning, investments, insurance, and custom credit
• Must possess analytical and research abilities
• Have basic knowledge of accounting principles
• Excellent troubleshooting, listening, and problem-solving skills Ability to learn banking and trust software applications
• Ability to prioritize work on multiple projects concurrently
• Must possess good written and verbal communication skills
• Must have good computer skills, PC & Internet
• Knowledge of Microsoft Office applications

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand, walk; stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.

First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.