- FNBC Bank and Trust
- Lagrange County, IN
- 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.