Trust Operations & Administration Specialist

Mercantil Commerce Bank; Arizona; On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health Insurance

401(k)

Life Insurance

Paid Vacation

Paid Personal Time

Career Development

Education Assistance

Voluntary Benefits

Job summary

FineMark Bank and Trust, a division of Commerce Bank, is seeking an administrative and operations professional to support the trust administrator in managing accounts in Scottsdale, AZ.

You will process daily transactions, set up new accounts, and assist with asset reconciliations, tax costing, and portfolio accounting, delivering reliable service in a collaborative, growth-oriented environment.

Qualifications

• Associate’s degree or equivalent required.
• Bachelor’s degree preferred.
• 2+ years experience in transactional banking or trust administration.

Responsibilities

• Provide daily trust administration and investment support in a collaborative environment.
• Process daily transactions using trust/custodian systems.
• Set up new accounts and monitor the intake process with accurate data and tax costs.
• Assist in closing and distribution processes and document client communications.
• Support tax costing adjustments and asset reconciliations.
• Maintain records and support portfolio accounting functions.

Skills

Operational efficiency

Attention to detail

Team collaboration

Strong communication

Education

Associate's degree or equivalent

Bachelor's degree preferred

Tools

Trust Desk platform

Microsoft Word

Excel

Outlook

Teams

Job description

FineMark Bank and Trust, a division of Commerce Bank, is seeking an administrative and operations professional to support the trust administrator in managing accounts in Scottsdale, AZ.

You will process daily transactions, set up new accounts, and assist with asset reconciliations, tax costing, and portfolio accounting, delivering reliable service in a collaborative, growth-oriented environment.