Operations Specialist Trust - Fiduciary Portfolio Assistant

Position Summary The Fiduciary Portfolio Assistant & Trust Operations Specialist is a dual‑responsibility position supporting both fiduciary portfolio management and trust operations. This role ensures accurate account administration, high‑quality client service, and efficient investment and operational processes.

KEY RESPONSIBILITES

Fiduciary Portfolio Support:

Assist trust officers with investment portfolio administration for trust, agency, and retirement accounts. Monitor cash balances, investment targets, pending trades, and allocation requirements.

Trust Administration Assistance:

Support daily account administration including distributions, contributions, openings, closings, and maintenance.

Trust Operations Responsibilities:

Process cash movements, security settlements, corporate actions, income postings, and other operational transactions.

Compliance & Risk Management:

Follow fiduciary regulations, internal policies, and operational controls.

Client Service & Communication:

Provide professional and timely service to clients, beneficiaries, advisors, and internal partners.

Data Management & Client Reporting:

Gather, verify, and organize account and investment data from trust and portfolio systems. Produce complete, professional client packets to support reviews, meetings, audits, and fiduciary reporting requirements.

QUALIFICATIONS

Education & Experience Associate's degree in Finance, Fiducial, or a related business field preferred, and/or three years of related work experience; or the equivalent combination of education and experience. Trust and investment experience preferred.

COMPETENCIES

Teamwork

• Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed. Business Acumen
• Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals. Planning/Organizing
• Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules activities with other team members for the betterment of the department and bank.

Working Conditions Office environment with typical business hours; occasional extended hours during peak workloads. Position may require limited client-facing activity or attendance at meetings. May include off‑site visits and meetings as needed.