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First American
First American
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Founded in 1889, First American is a real estate and financial services company supporting homebuyers, sellers, businesses, and investors through products and services designed for the property market. With more than 20,000 employees and over 700 offices worldwide, the company has grown into a $9 billion organization serving a broad range of real estate needs. First American’s work brings together industry expertise, technology, innovation, and community involvement, with a stated focus on employee engagement and workplace culture. Its careers profile is relevant to professionals interested in contributing to technology-enabled transformation across real estate and finance.
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Trust Operations Analyst – Santa Ana, CA (Hybrid)

Manage trust accounting operations for First American Trust, including reconciliations, cash processing, and settlements. Support audits, procedure oversight, and regulated daily workflows.

USUnited StatesCACalifornia
$26 – $35 / hour
HybridFull-timeMiddleSeniorEnglish RequiredOperations

Description

  • Provide subject matter expertise and backup coverage across department functions.
  • Handle complex trust accounting, including cash receipts and disbursements, income collection, trade settlements, and system controls.
  • Complete monthly certifications and audit key general ledger and other accounts.
  • Flag discrepancies for management review and resolution.
  • Enter accounting transactions; prepare, balance, and reconcile daily blotters against the trust accounting system.
  • Balance and process checks.
  • Review rejected transactions and handle their related documents, from receipt through filing.
  • Resolve system issues and protect data integrity through daily backups and preparation for data transmission.
  • Manage complex disbursements, income, note and liability payments, and trust fees.
  • Process settlement instructions and transfer funds for assigned accounts.
  • Guide less experienced colleagues by answering questions, resolving issues, and sharing resources.
  • Complete special projects assigned by the department manager.
  • Help develop and monitor operating procedures.

Requirements

  • High school diploma required.
  • Bachelor’s degree preferred; equivalent education and work experience may also qualify.
  • At least four years of operations experience in a bank trust department or trust company.
  • Experience using trust accounting systems and handling trust transactions.
  • Strong knowledge of trust operations, account reconciliations, settlements, cash processing, and general ledger controls.
  • Ability to investigate and resolve complex operational issues.
  • Strong analytical, organizational, and problem-solving abilities, with close attention to detail.
  • Ability to manage competing priorities accurately in a deadline-driven setting.
  • Proficiency with Microsoft Office, especially Excel.
  • Strong written and verbal communication skills, including the ability to guide and train less experienced colleagues.
  • Ability to work independently with limited oversight and make sound decisions.

Benefits

  • Medical coverage.
  • Dental coverage.
  • Vision coverage.
  • 401(k) plan.
  • Paid time off and sick leave.
  • Employee stock purchase plan.
  • Inclusive workplace culture.
  • Equal opportunity employment.

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