Trust Associate

  • FNBC Bank and Trust
  • Lagrange County, IN
  • time-alarm-solid 02-07-2024

Job Description

FNBC Bank & Trust is looking for a Trust Associate to join our Wealth Management team. As a Trust Associate, you will provide essential administrative and client service support to Trust Officers and manage wealth management accounts with precision and care.

Responsibilities

  • Handle day-to-day account management and administration tasks.
  • Respond to client inquiries and process transactions efficiently.
  • Coordinate with Portfolio Managers on investment strategies and cash needs.
  • Ensure compliance with Bank policies, procedures, and regulations.
  • Interact professionally with clients, attorneys, and other key stakeholders.

Qualifications

  • Bachelor's degree or equivalent education/experience.
  • Proficiency in Excel, Word, and PowerPoint.

Preferred Qualifications

  • Background in paralegal studies, trust, law, or finance.

Join us in our mission to prioritize customer satisfaction, help individuals achieve financial goals, and support local communities. FNBC Bank & Trust is an equal opportunity employer.