Trust Operations & Client Services Associate

First Option Bank; United States; On-site; USD 45,000 - 68,000; Full time

Job summary

First Option Bank is seeking a details-oriented Administrative Assistant to support Trust & Investment Officers and a team of professionals. The role involves preparing account documents, organizing client information, and coordinating meetings, while ensuring accurate data across multiple systems.

You will manage schedules, CRM entries (FI Works), and assist with presentations and reports for committees. A strong customer-service orientation and proficiency in MS Office are essential for

Qualifications

• Minimum 2 years of experience in administrative support, preferably in financial services.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Ability to manage multiple tasks in a fast-paced environment.
• Professional demeanor and customer service orientation.
• Familiarity with trust and investment services terminology and processes.

Responsibilities

• Provide administrative and operational support for Trust & Investment Officers.
• Prepare new account documents and related forms.
• Organize and manage client portfolios and information.
• Batch and index documents into the online file system.
• Prepare presentations, proposals, and client segmentation materials.
• Coordinate distributions, bill payments, and tax payments.
• Track deadlines for trust provisions and tax filings.
• Prepare correspondence, reports and account summaries.
• Prepare and complete annual account reviews.
• Prepare PowerPoint presentations and meeting minutes for committees.
• Maintain customer records and CRM data.
• Attend and participate in team and community activities as required.

Skills

Organizational skills

Attention to detail

Verbal communication

Written communication

Customer service

Multi-tasking

Education

High school diploma or equivalent

Associate degree or higher preferred

Tools

Microsoft Office

FI Works CRM

Job description

First Option Bank is seeking a details-oriented Administrative Assistant to support Trust & Investment Officers and a team of professionals. The role involves preparing account documents, organizing client information, and coordinating meetings, while ensuring accurate data across multiple systems.

You will manage schedules, CRM entries (FI Works), and assist with presentations and reports for committees. A strong customer-service orientation and proficiency in MS Office are essential for