Trust Operations Assistant

First Foundation Inc. Irvine , CA 92606

Posted 5 months ago

Summary: This position is responsible for supporting the operational process of trust accounts with services and timeliness that meets established client service objectives

Duties and Responsibilities:

  • Process one-time and recurring payment (including checks, ACHs, wires, and bank transfers) requests entered in Trust Accounting system daily in a timely manner

  • Scan printed checks with the corresponding backup documents, and mail receipts as provided

  • Assist securities team with logging in and scanning proxy and class action requests; provide production of quarterly reporting of proxy votes and class actions to Trust Operations Manager

  • Assist Security team with tracking of Corporate Actions; assemble all documentation of the Corporate Action and scan to document imaging system

  • Assist Security team with tracking and monitoring of Proxy voting, and scanned to document imaging system

  • Enter disbursements in trust accounting system for approval by Real Estate team for processing

Job Requirements

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 the essential functions.

Education and/or Experience:

  • High School diploma or equivalent required; higher degree preferred

  • 1-2 years of experience in securities operations, especially back office processing, and an understanding of trust accounts preferred

  • Some knowledge of consumer business services and products for high net worth individuals and related business preferred

Skills:

  • Proficiency with Microsoft Office, especially MS Word and MS Excel required

  • Excellent organizational and writing skills

  • Ability to compose letters/memoranda, coordinate meetings, and assist with client issues

  • Must be detail oriented, with the ability to retain information and learn new things quickly

  • Must have strong work ethics, effective listening and problem-solving skills, and be able to work with minimal supervision

  • Must be able to work well within a team environment

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 disability, sexual orientation, gender identity or any other characteristic protected by law.


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Senior Product Manager Player Interactions And Trust

Blizzard Entertainment, Inc.

Posted 2 weeks ago

VIEW JOBS 10/4/2019 12:00:00 AM 2020-01-02T00:00 Blizzard Entertainment is seeking an experienced Product Manager to guide the development and adoption of player behavior policy enforcement tools and services, champion data driven prioritization and decision-making frameworks, and lead internal and external thought leadership of behavior by design principles and other player behavior topics. You'll join the established Player Interactions and Trust team which includes data science, software engineering, research, design, and key partners within our game teams. You'll develop a deep understanding of the ways that Blizzard players interact and the ways these interactions are weaponized (also known as disruptive or "toxic" behaviors). You'll use this understanding to guide and prioritize efforts across the company to reduce the prevalence and impact of these disruptive behaviors. Responsibilities * Develop and drive the vision and roadmap for the Player Interactions and Trust team * Define the success criteria and key metrics for the team's products and services, and positively impact those metrics * Align roadmaps and coordinate product prioritization decisions with senior stakeholders in game teams, customer service teams, and technical platform teams * Deeply understand the concerns and emergent behaviors within our online communities, and the ways those behaviors differ across different regions and cultures * Deeply understand the ways that communication and gameplay systems can be weaponized * Understand and strongly advocate for "behavior by design" principles and features (e.g. Overwatch's Endorsements system) Requirements * A track record of successfully managing products or services from idea to delivery * Empathy for user problems and the ability to transform player insights into product features * Strong understanding the software development lifecycle and a working understanding of production methodologies * Ability to think strategically about a problem space and communicate a compelling product vision * Ability to exemplify thought leadership through strong written and verbal communication skills * Exceptional planning, collaboration, and organizational navigation skills Pluses * Knowledge of and Passion for Gaming particularly Blizzard games * Experience with applied machine learning products or services * Strong experience with Project or Program Management * Experience working with external advocacy or non-profit organizations * Experience with consumer trust and safety efforts or content moderation Blizzard Entertainment, Inc. Irvine CA

Trust Operations Assistant

First Foundation Inc.