Want to know if this job is worth applying to?
Irvine, California, United States
Onsite
What you will do:
Proactively administers and manages activities for assigned trust, investment management, agent for trustee and custody accounts, adhering to the terms of the governing documents. Accurately interpret and apply provisions of governing documents consistent with applicable statutes and regulations. Manages all tax and legal activities related to assigned accounts.
Proactively administers and manages activities for assigned trust, investment management, agent for trustee and custody accounts, adhering to the terms of the governing documents. Accurately interpret and apply provisions of governing documents consistent with applicable statutes and regulations. Manages all tax and legal activities related to assigned accounts.
Coordinates the receipt, valuation, review, custody, and disposition of account assets. Obtains, reviews, and maintains appropriate account documentation according to internal procedures and regulatory requirements.
Authorizes discretionary and non-discretionary payments and gathers appropriate backup documentation.
Serves on various internal fiduciary/governance committees and project teams as assigned, such as new account acceptance, discretionary review and trust administrative committee to review and create tasks in line with internal procedures and follow through with resolution of actions.
Communicates with clients, beneficiaries, care managers, attorneys, CPAs, portfolio managers and other professionals to resolve problems and concerns with accounts.
Strong emphasis on cultivating relationships with clients, beneficiaries, internal partners, attorneys, CPAs, and other centers of influence to encourage referral opportunities with a view to new business.
Represents and promotes the Bank in civic and community groups and events to enhance the reputation of the Bank and expand new business opportunities.
Travel - 10-20 %.
Who you are:
4 Year Bachelor's Degree in Business Administration, Finance or a related field preferred.
Graduate Degree preferred.
10 years minimum of Trust Administration required Required.
3 years minimum of Leadership required.
Licensing and Certifications CTFA or JD preferred, Notary license may need to be obtained.
Additional experience may be considered in lieu of degree.
Certified Trust and Fiduciary Advisor (CTFA) or JD preferred.
Ability to analyze and interpret legal, investment, and tax documents working effectively with internal and external advisors.
Effective interpersonal relationship skills and effective communication skills.
Knowledge of fiduciary and individual income tax laws.
Knowledge of gift, estate and generation-skipping transfer tax laws and concepts and ability to evaluate estate planning documents.
Ability to communicate with people from various socio-economic and education levels.
Excellent mediation skills.
Proactive approach to problem solving and ability to identify and act on potential liability issues.
Strong computer skills including the ability to utilize specialized trust administration software.
Ability to grow client base and generate revenue.
ADA Requirements:
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.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.
The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 10 pounds.
Specific vision abilities required by this job include close vision.
The noise level in the work environment is usually moderate.
#LI-HJ1
Pay Range: $170,000 - $260,000 annually
AIP Bonus up to 25%
Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.
Benefits package includes[1]:
Medical, prescription, dental, and vision coverage for employees and their eligible family members
Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
Health Savings Account with employer contribution
Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
401(k) and Roth 401(k) with company contribution
529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
Supplemental Health plans, Voluntary Legal and Identity Theft Services
11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)
Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.
Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
Please view Equal Employment Opportunity Posters provided by OFCCP here.
To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit
California Privacy Policy for Prospective Employees | Mechanics Bank
[1] The benefits listed in this job posting reflect the Bank’s most reasonable and genuinely expected benefits offered for this position.
