Position Summary: The Trust Operations Associate provides operational and administrative support to the trust department. This role is designed for an experienced professional who will play a crucial role in supporting the day-to-day operations of the trust department, managing strategic projects, and coordinating the implementation and ongoing support of the company’s new client portal. This position will join a small but effective team dedicated to maintaining accurate records and providing excellent customer service to clients. The ideal candidate will have a keen eye for detail, strong organizational skills, and a background in wealth management or trust operations.
Essential Functions:
- Oversee daily trust operations, ensuring compliance with legal and regulatory requirements
- Monitor key performance indicators and generate regular reports on operational performance
- Develop and implement policies and procedures to enhance efficiency and effectiveness
- Collaborate with an internal team of super users to support a robust client portal application.
- Address and resolve escalated client issues and concerns promptly
- Lead assigned projects aimed at improving trust services
- Ensure the Trust department adheres to all relevant internal policies
- Oversee maintenance of trust management systems
- Foster a collaborative and high-performance team environment
- Regular attendance at the FineMark location designated in this job description, during business hours, or assigned hours for the position, is required. This is not a remote-work position.
Required Education, Skills, and Experience:
- Bachelor’s degree in finance, Business Administration, or related field; Master’s degree or professional certification preferred
- Minimum of 2-3 years of experience in financial services, trust operations, or a related area.
- Proficiency in Excel required
- Strong analytical, problem-solving, and mathematical skills required
- Prior experience in trust operations considered a plus
- Must be able to perform as a team player
- Strong attention-to-detail and ability to multitask
- Professional appearance and demeanor
- Excellent 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.
