Private Wealth Advisor - Trust

• Position Summary:  Manages and administers the Bank’s trust relationships with occasional oversight of more experienced trust administrators or Chief Fiduciary Officer with an emphasis on prudent fiduciary risk management, relationship growth and exceeding client expectations. Consults with senior level trust administrators or Chief Fiduciary Officer regarding more complex trust relationships.

   
  Required Education, Skills and Experience:
  

  Essential Job Functions and Duties:

  • Administers trust accounts in accordance with the governing instrument, federal and state laws, and FineMark’s National Bank & Trust policies and procedures.
  • Monitors and reviews account retention.
  • Documents client communications on contact management system and coordinates proactive communication.
  • Participates in and monitors financial planning process.
  • Ensures timely completion of Trust Account Review.
  • Ensures timely and accurate set-up of new accounts by account opening associate.
  • Ensures timely processing of discretionary distributions.
  • Supports the development of existing relationships and facilitates new business efforts.
  • Reviews governing legal and entity documents and directs AZ Bankers in new account titling for all Trust, Fiduciary, and complex entity-owned deposit accounts.
  • Conducts Trust Lending Reviews for all AZ loans made to Trust and Entity Borrowers.
  • Fields and reviews any legal-related issues arising in AZ offices.
  • Maintains current knowledge of regulatory, fiduciary law, tax law and economic environment.
  • Required regular attendance at the FineMark location designated in this job description, during regular business hours, or assigned hours for the position, is required. This is not a remote-work position
  • Bachelor’s degree with a minimum of seven 7+ years of experience as a trust administrator
  • Ability to handle less complex estate settlements
  • Strong analytical and mathematical skills required
  • Professional appearance and demeanor required
  • Excellent written and oral communication skills.
     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.