Trust & Estate Investment Advisor

First Bank; Marquette (MI); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Vision Insurance

Sick Time

Voluntary Benefits

EAP

401(k) Retirement Savings Plan with 1:

Company match

Career growth opportunities

Job summary

First Bank in Michigan seeks an experienced officer for trust, estate, IRA and investment account administration within the Investment Management Group. The role focuses on assisting principals, beneficiaries and sponsors with financial goals and implementing strategies to meet those goals.

Responsibilities include client meetings, portfolio reviews, trade execution, and collaboration on marketing and development efforts to grow market share.

Qualifications

• Background in trust or investment account administration.
• Willingness to pursue professional credentials as directed.
• Excellent client-facing and communication abilities.

Responsibilities

• Administer trust and investment accounts, including establishment, maintenance and closure.
• Develop investment objectives with clients and spouses, beneficiaries or sponsors.
• Analyze trust portfolios to support investment strategy and reporting.
• Meet with clients and professionals to discuss accounts and new business opportunities.
• Coordinate investment trades and support collateral and compliance requirements.
• Contribute to trust marketing and business development efforts.

Skills

Interpersonal skills

Analytical skills

Decision-making

Professionalism

Education

Bachelor's degree

Job description

First Bank in Michigan seeks an experienced officer for trust, estate, IRA and investment account administration within the Investment Management Group. The role focuses on assisting principals, beneficiaries and sponsors with financial goals and implementing strategies to meet those goals.

Responsibilities include client meetings, portfolio reviews, trade execution, and collaboration on marketing and development efforts to grow market share.