Strategic Trust & Portfolio Operations Lead

First Option Bank

Paola (KS)

On-site

USD 55,000 - 75,000

Full time

3 days ago

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Job summary

First Option Bank is seeking a Trust & Investment Associate to support the Portfolio Management Officer and Investment Officers in day-to-day operations, reporting, research, and client service for trust and investment relationships.

The role requires keen analytical abilities, attention to detail, and the ability to manage multiple priorities in a deadline-driven environment while ensuring fiduciary compliance and accurate account administration.

Qualifications

High school diploma or equivalent required.
Interest in financial markets and investment management.
Strong customer service and professional communication.
Ability to manage multiple priorities in a fast-paced environment.
Strong organizational skills and attention to detail.
Ability to maintain confidentiality and handle sensitive information.

Responsibilities

Enter and execute approved transactions across equities, fixed income, funds, and ETFs.
Verify trade accuracy and maintain transaction documentation.
Monitor cash balances, allocation variances, and policy guidelines.
Prepare client meeting materials and performance reports.
Support investment committee with reports and minutes.
Assist with account setup, maintenance, and fiduciary requirements.
Monitor compliance with policies and regulatory requests.
Identify process improvements and support system testing.