Trust Associate - FineMark

Commerce Bank • United States, United States • 2w ago

Apply (https://commercebank.wd1.myworkdayjobs.com/en-US/CommerceJobs/job/8695-College-Parkway-Suite-100/Trust-Associate---FineMark_38043/apply)

locations

8695 College Parkway, Suite 100

time @type

Full time

posted on

Posted Today

job requisition id

38043

About Working at FineMark Bank and Trust, a division of Commerce Bank

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. Our culture is rooted in doing what is right, with an emphasis on thoughtful innovation, sound decision-making, and delivering the highest level of service to our clients.

About This Job

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. Processes daily transactions. Enhances the client experience by providing excellent operational support.

Essential Functions

Provide daily trust administration and investment support in a growth-oriented and 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 but not limited to, 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; documents client communications on the contact management system and assist in coordinating proactive communications

Perform other duties as assigned

Knowledge, Skills & Abilities Required

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 and cast a positive shadow that is aligned with our culture and Core Values

Basic level proficiency with Microsoft Word, Excel, Teams, and Outlook

Education & Experience

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

LI-DB1

The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here (https://careers.commercebank.com/us/en/benefits) to learn more.

Location: 8695 College Parkway, Suite 100, Fort Myers, Florida 33919

Time Type:

Full time

About Us

Commerce Bank has been awarded numerous awards for our company culture. We have been included on distinguished lists such as Forbes' Best Midsized Employers, Forbes' Best Employers for Women, and Korn Ferry's Engaged Performance Award. You'll see the difference for yourself when you join the team.

Why Commerce? (https://www.commercebank.com/careers/about-commerce) Inclusion at Commerce How to Join Our Team (https://www.commercebank.com/careers/how-to-join-our-team)

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Equal Opportunity Employer

Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies. We celebrate diversity and do not discriminate based on race, color, ancestry, ethnicity, gender identity, gender expression, sex, sexual orientation, disability (including physical or mental handicap), age, veteran status, military status, national origin, religion, pregnancy status, marital status, genetic information, or any other status protected by applicable federal, state or local law.

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