Trust & Investment Admin Specialist

First Option Bank; Paola (KS); On-site; USD 38,000 - 54,000; Full time

Job summary

First Option Bank is seeking a Trust Associate to provide administrative and client service support for Trust & Investment Officers. You will manage documents, CRM notes, client files, and schedule meetings, ensuring accurate records and timely responses.

Responsibilities include document prep, client communications, account updates, and collaboration with loan processors, tellers, and IT for smooth operations. Monitors deadlines and ensures compliance with policies.

Qualifications

• High school diploma or equivalent.
• Minimum of 2 years of administrative support experience, preferably in financial services.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Ability to manage multiple tasks and prioritise effectively in a fast-paced environment.
• Professional demeanor and customer service orientation.
• Associate degree or higher preferred.
• Experience using FI Works or similar CRM.
• Familiarity with trust and investment services terminology and processes.
• Prior experience supporting financial advisors, trust officers, or investment professionals.
• Active involvement in community or professional organizations.

Responsibilities

• Prepare new account documents, opening/closing docs, and forms for Trust & Investment Officers.
• Organize and manage client portfolios and related information.
• Batch and index documents into the online file record system.
• Prepare presentations, proposals, and client segmentation materials.
• Coordinate distributions, bill payments, and tax payments.
• Track deadlines related to trust provisions and tax filings.
• Prepare correspondence, reports and basic account summaries.
• Prepare and complete annual account reviews.
• Prepare PowerPoint presentations for Committees and meeting minutes.
• Schedule appointments and record meeting information for officers.
• Record client interactions in the CRM system (FI Works).
• Collaborate with internal teams for customer support.

Skills

Strong organizational skills

Excellent verbal and written comm

Ability to manage multiple tasks

Professional demeanor

Education

High school diploma or equivalent

Associate degree or higher preferred

Tools

Microsoft Office Suite

FI Works

Job description

First Option Bank is seeking a Trust Associate to provide administrative and client service support for Trust & Investment Officers. You will manage documents, CRM notes, client files, and schedule meetings, ensuring accurate records and timely responses.

Responsibilities include document prep, client communications, account updates, and collaboration with loan processors, tellers, and IT for smooth operations. Monitors deadlines and ensures compliance with policies.