Trust Investment Associate - Trust & Wealth Management division

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

Description

Are you looking for a place to use your investment analysis skills to build long term client relationships? Are you a professional with experience in trust and advisory operations, and knowledge of estate planning concepts? Do you work effectively in a team approach to servicing client needs?

We would like to learn more about you.

Crews Bank & Trust is seeking a Trust Investment Associate for our Trust & Wealth Management division to work in the Port Charlotte market. This individual plays a key role in supporting the portfolio management and trust administration teams by assisting with day-to-day investment activities; providing operational and reporting support; and ensuring an exceptional client experience. Strong knowledge of investment, banking, and/or personal trust and advisory operations, products, and services - typically acquired through relevant work experience is required to effectively support the portfolio management team in meeting client servicing needs. Excellent analytical, problem-solving, and organizational skills are essential to identify, research, and resolve client requests, while also managing competing priorities and workflow in a dynamic environment.

Requirements

• 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 the development of more efficient workflows.

Minimum Skill Requirements and Background:

• Desire and willingness to work in a collaborative, flexible and team-oriented work environment
• Strong understanding of basic investment concepts (stocks, bonds, mutual funds, asset allocation).
• Familiarity with trust structures, estate planning concepts, and fiduciary principles is a plus.
• Proficiency in Microsoft Office Suite, particularly Excel; experience with fiduciary or portfolio management software is an advantage.
• Excellent attention to detail and organizational skills.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Commitment to delivering high-quality client service.

Education and Experience:

• Bachelor's degree in Finance, Business, Economics, or related field; or equivalent work experience.
• 1-3 years of experience in investment support, trust administration, or related financial services role preferred.
• Experience with financial institution policies and procedures

Crews Bank & Trust is an equal opportunity employer.

All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with a disability.

EOE/Vets/Disabilities