Trust Associate - FineMark

FineMark National Bank & Trust - Naples, FL

Hiring: Trust Associate - FineMark Company: FineMark National Bank & Trust Location: Naples, FL Job Posted Time: 2026-09-10 11:44:07 Employment Type: Full-time Target Skills & Keywords : Agile, Microsoft Excel, Private Banking About the job Experience: •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 preferre •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 to learn more. Required Skills: •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 •Actively facilitate and support 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 Qualifications: •Associate’s degree or equivalent combination of education and experience required. Bachelor’s degree preferred. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!