Trust Associate

Title: Trust Associate

Job Location: Fremont, CA

Hiring salary range: $75,000.00 - 95,000.00 annually

Position Summary

Fremont Bank — one of the Bay Area’s most respected and long-standing financial institutions — is seeking a strategic, hands-on professional to join and help advance our Trust Services team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships.

If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we’d love to connect.

Why Fremont Bank?

Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships — with our clients, our associates, and our communities.

We offer:

• A people-first culture grounded in inclusion and excellence
• Deep community involvement and local reinvestment
• A mission-driven workplace where values and performance go hand in hand
  
  

The Fremont Bank Way

• Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service
• No-Compromise Approach — we help clients get to "yes"
• Core Values:
• Go above and beyond for clients
• Foster a supportive and empowering environment for associates
• Deeply invest in the well-being of our local community
  
  

Position Overview

The Trust Associate is responsible for providing administrative and operational support for the Trust Team. Specifically responsible for providing administrative/data entry support for all Trust Officers/Administrators with regards to onboarding new clients and marshaling in new assets.

Role And Responsibilities

Primary Responsibilities:

• Onboarding of New Accounts: Works with the Trust Officers/Administrators and the trust accounting back-office vendor to ensure that the new account is set-up properly.
• Coordination of collection of assets: Responsible for building relationships with customers, agencies, and organizations that have an interest in any aspect of an account which includes marshaling in assets with constant follow-up until all assets are received.
• Interfaces with clients when needed within the context of onboarding a new relationship and marshaling in assets.
• Serves as additional point of contact for existing clients in partnership with the assigned Trust Officer.
  
  

Additional Responsibilities:

• Develop and maintain an expertise in a specific area of Personal Trust sufficient to be a resource for colleagues in Personal Trust as well as other lines of business within the bank.
• Provide consistent superior service by exceeding client’s expectations while understanding and complying with Trust department policies and governmental regulations.
• Maintains contact with existing clients and beneficiaries to deliver agreed upon services, address customer inquiries and resolve servicing issues.
• Adheres strictly to compliance and operational risk controls in accordance with Bank and regulatory standards, policies and procedures.
• Works closely with the Fiduciary Tax Preparer/CPAs pertaining to tax issues relating to clients.
• Monitors and pays tax vouchers submitted by clients or needed by outside preparers.
• Works with attorneys in matters relating to clients which include court accountings preparation.
• Responsible for setting up miscellaneous, sundry and offsite assets on the trust accounting system.
• Terminating Accounts: Prepare releases, divide assets, and collect all necessary paperwork; completing all steps on our closing account checklist.
• Makes account distributions per legal document and applicable law per set standards within the department.
• Responsible for facilitating payment approvals.
• Assist in special projects.
  
  

Minimum Qualifications

• BA/BS in Business Administration or other related finance discipline or the equivalent combination of education, training, and work experience
• Minimum of 5 years’ experience in the trust industry and/or adhering to financial operating policies and procedures
• CTFA preferred; not required
• Excellent verbal and written communication needed to develop client and professional relationships
• Ability to prioritize and multi-task
• Proficient computer skills including expertise in Microsoft Office and ability to adapt to other computer programs as necessary to perform job function
• Engages in regular interpersonal contact with clients, business professionals and colleagues
• Proven success in handling multiple, diverse, and complex tasks
• General knowledge of investment products and ability to communicate basic investment information to clients
• Ability to meet time constraints without constant supervision
• Professionalism and courtesy in dealing with customers and bank employees
• High degree of accuracy with attention to detail required
• Strong computer skills
  
  

What Makes Fremont Bank Associates Thrive?

• Team Players who go above and beyond to support their colleagues
• Action-Oriented professionals who challenge the status quo and seek improvement
• Purpose-Driven individuals who understand and champion the bank’s community impact
  
  

Benefits Snapshot

Health & Wellness

• Medical, dental, and vision insurance
• Flexible Spending Accounts (FSA, Dependent Care, Health Savings)
  
  

Financial & Retirement

• Employee Stock Ownership Plan (ESOP)
• 401(k) with employer match
• Performance-based bonuses or incentives
  
  

Work-Life & Perks

• Paid holidays, vacation, and sick time
• Free personal checking and savings accounts
• Home loan rate discounts
• Tuition reimbursement and professional development resources
• On-site gym and discounted health club memberships
• Employee Assistance Program (EAP)
  
  

Equal Opportunity Employer

Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification.

Salary Range

The hiring salary range for this position is $75,000.00 - 95,000.00 annually, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank’s compensation philosophy.

Employee Stock Ownership Plan (ESOP)

The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank.

Note to Search Firms:

Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.