Trust Associate

Position Summary: Provides administrative and operational assistance to the trust administrator in managing trust accounts.  Performs various operational functions within the trust department, with a focus on account set-up/transfer and asset reconciliations, transactional processing, record keeping, and tax and portfolio accounting functions.  Processes daily transactions.  Enhances the client experience by providing excellent operational support. 

Essential Job Functions and Duties: 

• Provides daily trust administration and investment support in a growth oriented, team focused and transformational environment
• Uses trust account/custodian systems to process daily transactions such as ACM sweeps, posts cash receipts and disbursements, prints checks and executes tax cost adjustments and transaction reversals
• Pays bills for clients and monitors accounts to avoid overdrafts 
• Supports the discretionary distribution process and processes client gifts 

• Assists in the timely and accurate set up of new accounts; inputs data and monitors the new account process including but not limited to processing and tracking free receipts of assets with accurate tax costs; scans documents into the imaging system 
• Implements and monitors the account closing process to ensure timely account distribution 
• Serves as an alternate contact for clients and outside professionals; documents client communications on contact management system and assists in coordinating proactive communication
• Regular attendance at the FineMark location designated in this job description, during regular business hours, or assigned hours for the position, is required. This is not a remote-work position

Required Education, Skills and Experience: 

• A minimum of two (2) years’ experience providing transactional banking services to clients, or administrative/operational support to trust administration, within a trust/asset management/private banking institution a plus
• Prior experience providing administrative and/or operational support in a trust area is a definite plus
• Bachelor’s degree preferred
• Experience with Trust Desk platform a plus
• Requires a strong orientation towards operational efficiency, productivity, internal controls, compliance and process improvement 
• Proficiency in Microsoft Office (Excel, Word, Power Point, Outlook)
• Ability to multi-task and accurately assess priorities
• Excellent written and oral communication skills
• Professional appearance and demeanor required

ADA Job Description:  The physical requirements and activities described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Physical Requirements.  This position primarily requires sedentary work; exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body.   Sedentary work involves sitting most of the time.  Walking and standing are required only occasionally.   

Physical Activities.  The following physical activities are frequently required: talking is required to express or exchange ideas by means of the spoken word and hearing, with or without correction, is required to perceive the nature of sounds at normal speaking levels.   The use of fingers is frequently required to pick, pinch, type (e.g., keyboard) or otherwise work, primarily with the fingers rather than with the whole hand as in handling. There is frequent repetitive motion which requires substantial movements (motions) of the wrists, hands, and/or fingers.  This position may occasionally require that a person climb, balance, stoop, kneel, crouch, crawl, reach, push, pull, lift, grasp and/or feel.    

Visual Acuity Requirements. Close visual acuity and the ability to adjust focus, with or without correction, are required to perform activities such as, viewing a computer monitor or written materials and documents; reading; writing; preparing and analyzing data and figures; transcribing; close visual inspection.  Some distance vision and color vision may be necessary.  

Environmental Conditions.  A person is not substantially exposed to adverse environmental conditions and only exposed to moderate noise; they may occasionally work near moving mechanical parts or machinery such as a copier/printer.

FineMark National Bank & Trust complies with the Americans with Disabilities Act (ADA) and the Americans with Disabilities Amendments Act (ADAAA).  During the interview process, you may be asked questions concerning your ability to perform job-related functions.  As an equal employment opportunity (EEO) employer, FineMark National Bank & Trust adheres to a policy of making employment decisions without regard to race, color, religion, sex, national origin and status as an individual with a disability or protected veteran. We assure you that your opportunity for employment with FineMark depends solely upon your qualifications.

FineMark is a Drug-Free Workplace. Before hire, drug tests are conducted for all positions. Drug and alcohol tests may be conducted during employment. You may request a copy of FineMark National Bank & Trust’s Drug-Free Workplace Policy by contacting 239.461.3896.