Job Description
Summary: Responsible for independently representing First Foundation Bank in its fiduciary capacity as Trustee, Executor, or Agent under various forms of agreement. Will serve as Senior Trust Officer with responsibility for selling trust and estate services and administering accounts. Provides coordination and oversight for related services on the Company’s platform, including investment management and banking. Trust accounts are generally of a varied mix and a complex nature. May supervise one or more Trust Associates.
Duties and Responsibilities:
Supervisory Responsibilities: May lead one or more employees performing similar work.
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:
Trust Services Product and Service Knowledge:
Understands and can effectively communicate all aspects of First Foundation trust services and technical trust principles to individuals and groups. Thorough and current knowledge of trust and estate planning strategies.
Presentation Skills:
Able to communicate complex estate planning ideas effectively in writing and verbally.
Demonstrates the ability to use personal computers and technical software effectively to produce meaningful and professional results.
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 and fingers, 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 5 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.
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