Trust Operations Associate — Growth & Client Impact

Mercantil Commerce Bank; Naples, Northern (FL, KY); Hybrid; USD 52,000 - 78,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Paid vacation

Job summary

FineMark Bank & Trust, a division of Commerce Bank, seeks a Trust Associate to provide administrative support to the trust administrator, processing daily trust transactions and maintaining accurate account records. The role focuses on account setup/transfer, asset reconciliations, and tax accounting in a collaborative team.

The candidate will handle payment of bills, monitor accounts to avoid overdrafts, and assist in discretionary distributions while ensuring compliance and data integrity in a

Qualifications

• Associate’s degree or equivalent; Bachelor’s degree preferred.
• 2+ years experience in transactional banking or trust administration.
• Experience with Trust Desk platform preferred.
• Strong written and verbal communication skills.

Responsibilities

• Provide daily trust administration and investment support in a growth-oriented, team-focused environment.
• Process daily trust transactions and reconcile accounts with accurate tax costs.
• Assist in setup and maintenance of new accounts, including data entry and document imaging.
• Support account closing and client communications with attention to regulatory compliance.

Skills

Operational efficiency

Internal controls

Regulatory compliance

Process improvement

Attention to detail

Written and verbal communication

Education

Associate’s degree or equivalent

Bachelor’s degree preferred

Tools

Microsoft Word

Excel

Outlook

Teams

Job description

FineMark Bank & Trust, a division of Commerce Bank, seeks a Trust Associate to provide administrative support to the trust administrator, processing daily trust transactions and maintaining accurate account records. The role focuses on account setup/transfer, asset reconciliations, and tax accounting in a collaborative team.

The candidate will handle payment of bills, monitor accounts to avoid overdrafts, and assist in discretionary distributions while ensuring compliance and data integrity in a