Trust Associate - FineMark

FineMark National Bank & Trust; Scottsdale (AZ); Sur place; USD 52 000 - 72 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Paid vacation

Paid personal time

Résumé du poste

FineMark Bank & Trust seeks an organized professional to support a trust administrator with account setup, transfers, and reconcilia tion tasks. You will handle daily transactions, record keeping, and tax/portfolio accounting functions to enhance client service.

Qualifications include an associate degree and 2+ years in transactional banking or trust administration, with MS Office skills and familiarity with trust platforms. Scottsdale location; full-time role.

Qualifications

• Associate degree or equivalent; Bachelor’s preferred.
• 2+ years in transactional banking or trust/admin support.
• Experience with trust desks or asset management preferred.
• Proficiency with MS Office and trust/accounting systems.

Responsabilités

• Provide daily trust administration and investment support.
• Process daily transactions and tax cost adjustments.
• Set up new accounts and monitor the process flow.
• Manage record keeping, document imaging, and file integrity.
• Assist in closing processes and distribution workflows.
• Coordinate client communications and professional contacts.

Connaissances

Operational efficiency

Process improvement

Attention to detail

Team player

Verbal & written communication

MS Office basics

Formation

Associate degree

Bachelor's degree preferred

Outils

Microsoft Word

Microsoft Excel

Microsoft Teams

Microsoft Outlook

Trust Desk platform

Description du poste

About Working at FineMark Bank and Trust, a division of Commerce Bank

FineMark Bank & Trust, a division of Commerce Bank, delivers exceptional service in banking, trust, and investments, fostering long-lasting client relationships. We provide a workplace grounded in integrity, teamwork, and an entrepreneurial spirit, where associates are empowered to contribute and serve with purpose. Our culture is rooted in doing what is right, with an emphasis on thoughtful innovation, sound decision‑making, and delivering the highest level of service to our clients.

About This Job

The main purpose of this job is to provide 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 Functions

• Provide daily trust administration and investment support in a growth-oriented and team-focused and transformational environment
• Use trust account/custodian systems to process daily transactions, such as ACM sweeps, post cash receipts and disbursements, print checks and execute tax cost adjustments and transaction reversals
• Pay bills for clients and monitor accounts to avoid overdrafts
• Support the discretionary distribution process and process client gifts
• Assist in the timely and accurate set up of new accounts; input data and monitor the new account process, including but not limited to, processing and tracking free receipts of assets with accurate tax costs; scan documents into the imaging system
• Implement and monitor the account closing process to ensure timely account distribution.
• Serve as an alternate contact for clients and outside professionals; documents client communications on the contact management system and assist in coordinating proactive communications
• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Strong knowledge of operational efficiency principles, productivity enhancement, internal controls, compliance requirements, and process improvement methodologies
• Demonstrated ability to drive process improvements and ensure adherence to internal controls and regulatory standards
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
• Basic level proficiency with Microsoft Word, Excel, Teams, and Outlook

Education & Experience

• Associate’s degree or equivalent combination of education and experience required. Bachelor’s degree preferred.
• 2+ years experience providing transactional banking services to clients, or administrative/operational support to trust administration required
• Trust and/or asset management/private banking institution experience preferred
• Experience with Trust Desk platform preferred

Must be eligible to work in the US without sponsorship now or in the future.

The candidate selected for this position may be eligible for the following employment benefits:

• employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time.
• In addition, we offer career development, education assistance, and voluntary supplemental benefits.

Location: 7600 East Doubletree Ranch Road, Suite 100, Scottsdale, Arizona 85258

Time Type: Full time