Trust Administration & Operations Associate

Commerce Bank; Suwanee (GA); On-site; USD 52,000 - 68,000; Full time

Job summary

FineMark Bank & Trust, a division of Commerce Bank, seeks an Administrative/Operational Assistant to support the trust administrator with account set-up, transfers, and asset reconciliations.

This role processes daily transactions, maintains records, and supports tax and portfolio accounting to enhance client service. Requirements include an Associate’s degree (Bachelor’s preferred) and 2+ years in transactional banking or trust administration; familiarity with Trust Desk preferred.

Qualifications

• Associate’s degree or equivalent; bachelor’s preferred.
• 2+ years experience in transactional banking or trust administration.
• Trust Desk experience preferred.

Responsibilities

• Process daily trust transactions using custodian systems.
• Set up new accounts and track tax costs.
• Process bills, monitor for overdrafts, and support discretionary distributions.
• Maintain documentation and assist with client communications.
• Ensure timely account closing and accurate record keeping.

Skills

Operational efficiency

Internal controls

Attention to detail

Communication skills

Team player

Adaptable/resilient

Education

Associate's degree

Bachelor's degree preferred

Tools

Microsoft Word

Excel

Teams

Outlook

Trust Desk

Job description

FineMark Bank & Trust, a division of Commerce Bank, seeks an Administrative/Operational Assistant to support the trust administrator with account set-up, transfers, and asset reconciliations.

This role processes daily transactions, maintains records, and supports tax and portfolio accounting to enhance client service. Requirements include an Associate’s degree (Bachelor’s preferred) and 2+ years in transactional banking or trust administration; familiarity with Trust Desk preferred.