Trust Operations Associate — Client Experience Focus

LCNB National Bank; Lebanon (OH); On-site; USD 45,000 - 60,000; Full time

Job summary

A regional banking institution in Lebanon, Ohio, is seeking an entry-level Associate Trust Officer to assist with Trust Administration. The successful candidate will provide administrative support, enhance client experiences, and assist Trust Officers with various tasks, including documentation and audits. Candidates should possess strong communication skills, attention to detail, and ideally hold a Bachelor's degree or be pursuing one. This is a full-time position offering opportunities for growth within the finance sector.

Qualifications

• Experience in a client-facing role is required.
• Trust Administration or Financial Services experience is preferred.
• Ability to relate to clients of diverse backgrounds.

Responsibilities

• Assist Trust Officers with asset transfers and new account documentation.
• Prepare Trust Committee meeting reports and necessary documentation.
• Track recurring distributions and process required approvals.

Skills

Client-focused

Strong written and verbal communication

Proactive problem-solving

Attention to detail

Microsoft Office proficiency

Education

Bachelor’s degree or currently pursuing

Job description

A regional banking institution in Lebanon, Ohio, is seeking an entry-level Associate Trust Officer to assist with Trust Administration. The successful candidate will provide administrative support, enhance client experiences, and assist Trust Officers with various tasks, including documentation and audits. Candidates should possess strong communication skills, attention to detail, and ideally hold a Bachelor's degree or be pursuing one. This is a full-time position offering opportunities for growth within the finance sector.