Trust & Investments Relationship Manager

First National Bank Alaska; Anchorage (AK); On-site; USD 95,000 - 125,000; Full time

Job summary

First National Bank Alaska is seeking a Trust Account Admin to manage complex fiduciary relationships and administer fiduciary accounts in Anchorage. The role emphasizes compliance with trust policies and collaboration with Investment Officers to optimize portfolios.

The candidate should have a bachelor's degree in business/finance and multiple years in trust or related roles, along with strong analytical and communication skills to support relationship management and coverage of key clients.

Qualifications

• Bachelor's degree in business, economics, finance or related field.
• 3+ years’ trust, financial industry, or related professional experience or equivalent combination of education/training.
• Familiarity with fiduciary principles and ability to interpret regulations.

Responsibilities

• Manage complex trust and fiduciary accounts in compliance with policies and regulations.
• Develop and expand customer relationships through proactive business development activities.
• Review investments, project cash flows, and rebalance portfolios with Investment Officer input.
• Prepare investment and business development presentations for clients and attorneys.
• Assist in training Trust Support Staff and maintain knowledge of industry trends.

Skills

Trust administration

Relationship management

Regulatory compliance

Financial analysis

Education

Bachelor's degree in business/economics/finance

Tools

Word processing

Spreadsheets

Presentation software

Job description

First National Bank Alaska is seeking a Trust Account Admin to manage complex fiduciary relationships and administer fiduciary accounts in Anchorage. The role emphasizes compliance with trust policies and collaboration with Investment Officers to optimize portfolios.

The candidate should have a bachelor's degree in business/finance and multiple years in trust or related roles, along with strong analytical and communication skills to support relationship management and coverage of key clients.