Trust Associate - FineMark

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

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 preferre
• Experience with Trust Desk platform preferred

Location: 800 Laurel Oak Drive, Suite 101, Naples, Florida 34108

Time Type: Full time

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. Click here to learn more.