New

Trust Operations Analyst

First American
sick time, 401(k)
United States, California, Santa Ana
1 First American Way (Show on map)
Feb 05, 2026
Who We Are Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for ten consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com. What We Do This role serves as a lead or subject matter expert within Trust Operations, handling complex trust accounting functions, monthly certifications, reconciliations, and system controls to ensure accuracy and data integrity. The position also resolves exceptions, supports daily processing, mentors junior staff, and contributes to procedure development and special projects. What You'll Do: 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. What You'll Bring: High School Diploma required. Bachelor's degree or equivalent combination of education and work experience preferred. 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. Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act). First American intends to conduct a review of an applicant's criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements. What We Offer By choice, we don't simply accept individuality - we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it's the right thing to do, but also because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term. Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.