Trust and Investment Associate Position Available In Charleston, South Carolina

Trust and Investment Associate Finemark National Bank Charleston, SC Job Details Full-time Estimated:

$41K – $52.9K a year 9 hours ago Qualifications Microsoft Powerpoint Microsoft Word Microsoft Excel Salesforce Employee orientation Mid-level Microsoft Office Finance Analysis skills Math Bachelor’s degree Communication skills

Adobe Acrobat Full Job Description Position Summary:

In compliance with established policies and procedures, provides administrative and operational support in the Trust and Investment areas; ensuring the client is provided a smooth onboarding experience and that all transactional/operational needs are met.

Essential Job Functions and Duties:

Provides daily trust administration and investment operations support to the Trust & Investment team and other areas of the bank. Responsible for the timely and accurate setup of new accounts, subsequent maintenance and documentation into imaging system Manages the process of both incoming and outgoing assets to ensure accounts are funded and implemented in a timely manner Proactively communicates with Trust/Investment colleagues and Relationship Managers within other firm departments as needed to provide exceptional client service Utilizes trust accounting system (TrustDesk) daily to monitor account overdrafts in accordance with bank policy, process daily transactions, such as cash receipts and disbursements, print checks, execute tax cost adjustments, process client gifts and transaction reversals. Implements and monitors the account closing process to ensure timely account distribution. Answers and directs incoming calls to the Trust & Investment team; serves as an alternate contact for clients and outside professionals; documents client communications on contact management system and assists in coordinating proactive communication. Responsible for scheduling and leading internal monthly client reviews with the entire client team Implements and monitors mutual fund and equity trading as directed by Portfolio Managers Performs other related duties as required and assigned by management.

Required Education, Skills and Experience:

Bachelor’s degree in Trust and Wealth Management, Finance Administration, or similar field preferred, or substantial previous experience in an administration, investment, legal or financial operations support position Proficiency in Microsoft Office required (Excel, Word, Power Point, Outlook) Strong attention to detail, ability to multi-task, and accurately assess priorities required Experience with Trust Desk platform, Adobe Acrobat, and SalesForce considered a plus Familiarity with Black Diamond reporting system considered a plus Strong analytical and mathematical skills required Excellent written and oral communication skills required Professional appearance and demeanor required

ADA Job Description:

The physical requirements and activities described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Requirements. This position primarily requires sedentary work; exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Walking and standing are required only occasionally. Physical Activities. The following physical activities are frequently required: talking is required to express or exchange ideas by means of the spoken word and hearing, with or without correction, is required to perceive the nature of sounds at normal speaking levels. The use of fingers is frequently required to pick, pinch, type (e.g., keyboard) or otherwise work, primarily with the fingers rather than with the whole hand as in handling. There is frequent repetitive motion which requires substantial movements (motions) of the wrists, hands, and/or fingers. This position may occasionally require that a person climb, balance, stoop, kneel, crouch, crawl, reach, push, pull, lift, grasp and/or feel. Visual Acuity Requirements. Close visual acuity and the ability to adjust focus, with or without correction, are required to perform activities such as, viewing a computer monitor or written materials and documents; reading; writing; preparing and analyzing data and figures; transcribing; close visual inspection. Some distance vision and color vision may be necessary. Environmental Conditions. A person is not substantially exposed to adverse environmental conditions and only exposed to moderate noise; they may occasionally work near moving mechanical parts or machinery such as a copier/printer. FineMark National Bank & Trust complies with the Americans with Disabilities Act (ADA) and the Americans with Disabilities Amendments Act (ADAAA). During the interview process, you may be asked questions concerning your ability to perform job-related functions. As an equal employment opportunity (EEO) employer, FineMark National Bank & Trust adheres to a policy of making employment decisions without regard to race, color, religion, sex, national origin and status as an individual with a disability or protected veteran. We assure you that your opportunity for employment with FineMark depends solely upon your qualifications. FineMark is a Drug-Free Workplace. Before hire, drug tests are conducted for all positions. Drug and alcohol tests may be conducted during employment. You may request a copy of FineMark National Bank & Trust’s Drug-Free Workplace Policy by contacting 239.461.3896.