Trust Investment Associate - Portfolio & Client Support

Crews Banking Group; United States; On-site; USD 55,000 - 85,000; Full time

Job summary

Crews Bank & Trust in Port Charlotte seeks a Trust Investment Associate to support portfolio management and trust administration teams. You will assist with day-to-day investment activities, reporting, and client servicing to deliver exceptional experiences.

The role requires knowledge of investment concepts, familiarity with trust structures and fiduciary principles, plus strong analytical and communication skills.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field.
• 1–3 years of experience in investment support, trust administration, or related financial services role preferred.
• Experience with fiduciary or portfolio management software is a plus.

Responsibilities

• Assist Portfolio Managers with the management of client investment portfolios.
• Support investment decision-making through portfolio analysis, performance reporting, and account reviews.
• Monitor asset allocations, cash positions, and income needs; assist with rebalancing activities.
• Reconcile investment transactions and research discrepancies as needed.
• Prepare customized investment reports and materials for client meetings.
• Support client onboarding, including preparation of required documentation and account setup.
• Respond to client inquiries regarding account activity, holdings, and performance.
• Maintain accurate and up-to-date client records and documentation.
• Support the preparation of reports for internal committees and auditors.
• Identify opportunities for process improvement and contribute to more efficient workflows.

Skills

Teamwork

Attention to detail

Communication

Education

Bachelor's degree

Tools

Excel

Job description

Crews Bank & Trust in Port Charlotte seeks a Trust Investment Associate to support portfolio management and trust administration teams. You will assist with day-to-day investment activities, reporting, and client servicing to deliver exceptional experiences.

The role requires knowledge of investment concepts, familiarity with trust structures and fiduciary principles, plus strong analytical and communication skills.