Trust Assistant – Title Services

About the role

The Trust Assistant provides administrative and operational support to the Trust Services team, handling trust‑related transactions such as foreclosures and trustee sales. Working under the Trust Officer, the role ensures files are prepared, deadlines are met, and all documentation complies with regulations.

Key responsibilities

• Assist the Trust Officer in preparing, coordinating, and processing trust‑related files.
• Prepare and process trust documents, including notices, default packages, trustee sale paperwork, deeds of reconveyance, and release documents.
• Set up, maintain, and track trust files from opening through completion.
• Monitor statutory deadlines, recording requirements, and sale timelines, escalating issues as needed.
• Open, maintain, and reconcile trust‑related bank accounts and execute disbursements and wire transfers.
• Maintain organized electronic and physical file records, perform document cleanup, and support post‑sale documentation.
• Communicate professionally with lenders, attorneys, title companies, internal departments, and external partners regarding file status and procedural questions.
• Perform other duties as assigned by the Trust Officer.

Required profile

• High school diploma or GED.
• Prior experience in title, escrow, trust services, foreclosure, or a related administrative role preferred.
• Strong organizational abilities with attention to detail and the capacity to manage multiple tasks and deadlines.
• Professional verbal and written communication skills.
• Ability to follow detailed procedures in a regulated environment.

Required skills

• Proficiency with Microsoft Word.
• Proficiency with Microsoft Excel.
• Proficiency with Microsoft Outlook.
• Experience using Windows‑based applications.