First American Financial Group, Inc. · 7 hours ago
Trust Operations Analyst
Santa Ana, CA
Full-time
Onsite
Senior Level
7+ years expFirst American Financial Corporation is a leading federal savings bank that emphasizes a people-first culture. The Trust Operations Analyst role involves handling complex trust accounting functions, monthly certifications, reconciliations, and system controls to ensure accuracy and data integrity while mentoring junior staff and contributing to procedure development.
Customer ServiceFinancial ServicesLending
Responsibilities
Lead or subject matter expert for the department or function providing backup support in all functional areas within the department
Performs complex accounting functions related to trust accounts including cash receipts, cash disbursements, income collection, trade settlement and control of the trust accounting system
Performs monthly certifications (audits) of critical general ledger and other accounts. Identifies discrepancies for management to review and correct
Inputs accounting entries, prepares and balances/reconciles daily blotter to the trust accounting system, balances and processes checks
Reviews and processes reject items; receives, distributes and files related documents
Troubleshoots problems. Ensures data integrity including daily back-up and prepares the systems for transmission of daily data and activity
Prepares, controls, and processes complex disbursements, income, note and other liability payments, and trust fees to and from trust accounts ensuring accuracy and timeliness of transactions in accordance with established procedures
Processes settlement instructions and settles funds for assigned accounts in accordance with instructions. Answers questions for less experienced employees, helps resolve problems, and provides resources and information
Works on special projects assigned by the department manager
Assists in creation and monitoring of all procedures
Qualification
Required
High School Diploma required
7+ years in a Bank Trust department or at a Trust company in an operations role
Experience with a Trust Accounting system
Strong reconciliation and audit expertise, with experience performing monthly account certifications, posting accounting entries, researching discrepancies, and ensuring accuracy, compliance, and data integrity
Demonstrated lead or subject matter expert experience, serving as a key resource for the team, providing backup support across functional areas, troubleshooting issues, and contributing to procedure development and process improvements
Preferred
Bachelor's degree or equivalent combination of education and work experience preferred
Benefits
Medical
Dental
Vision
401k
PTO/paid sick leave
Employee stock purchase plan
Company
First American Financial Group, Inc.
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2-10 employees
Funding
Current Stage
Early StageRecent News
Orange County Business Journal
2025-04-18
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