Trust Associate - FineMark

FineMark Bank & Trust, a division of Commerce Bank, delivers exceptional service in banking, trust, and investments, fostering long-lasting client relationships. We provide a workplace grounded in integrity, teamwork, and an entrepreneurial spirit, where associates are empowered to contribute and serve with purpose.

About the role

The main purpose of this job is to provide administrative and operational assistance to the trust administrator in managing trust accounts. Performs various operational functions within the trust department, with a focus on account set-up/transfer and asset reconciliations, transactional processing, record keeping, and tax and portfolio accounting functions.

Responsibilities

• Provide daily trust administration and investment support in a growth-oriented, team-focused, and transformational environment
• Use trust account/custodian systems to process daily transactions, such as ACM sweeps, post cash receipts and disbursements, print checks, and execute tax cost adjustments and transaction reversals
• Pay bills for clients and monitor accounts to avoid overdrafts
• Support the discretionary distribution process and process client gifts
• Assist in the timely and accurate set-up of new accounts; input data and monitor the new account process, including processing and tracking free receipts of assets with accurate tax costs; scan documents into the imaging system
• Implement and monitor the account closing process to ensure timely account distribution
• Serve as an alternate contact for clients and outside professionals; document client communications on the contact management system and assist in coordinating proactive communications
• Perform other duties as assigned

Requirements

• Strong knowledge of operational efficiency principles, productivity enhancement, internal controls, compliance requirements, and process improvement methodologies
• Demonstrated ability to drive process improvements and ensure adherence to internal controls and regulatory standards
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
• Ability to remain adaptable and resilient to all situations with an optimistic outlook
• Basic level proficiency with Microsoft Word, Excel, Teams, and Outlook

Qualifications

• Associate’s degree or equivalent combination of education and experience required; Bachelor’s degree preferred
• 2+ years experience providing transactional banking services to clients, or administrative/operational support to trust administration required
• Trust and/or asset management/private banking institution experience preferred
• Experience with Trust Desk platform preferred

Benefits

• Employer-sponsored health, dental, and vision insurance
• 401(k) retirement plan
• Life insurance
• Paid vacation and paid personal time
• Career development and education assistance
• Voluntary supplemental benefits

Location: 800 Laurel Oak Drive, Suite 101, Naples, Florida 34108
Time Type: Full time