Trust Associate - FineMark

Commerce Bancshares
Naples
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 2+ yearsEducation: associatesSkills: ["Attention to detail","Ability to manage multiple priorities","Communication","Teamwork","Adaptability"]

Provide daily trust administration and investment support for trust accounts, working closely with the trust administrator. You will process daily transactions, reconcile assets, and support activities like account set-up/transfer, cash receipts/disbursements, payables, and account closing/distribution. The role also includes document scanning and record keeping, monitoring to prevent overdrafts, and serving as an alternate contact for clients and outside professionals while maintaining compliance and internal controls.

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Commerce Bancshares
Commerce Bancshares
9 hours ago

Trust Associate - FineMark

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Provide daily trust administration and investment support for trust accounts, working closely with the trust administrator. You will process daily transactions, reconcile assets, and support activities like account set-up/transfer, cash receipts/disbursements, payables, and account closing/distribution. The role also includes document scanning and record keeping, monitoring to prevent overdrafts, and serving as an alternate contact for clients and outside professionals while maintaining compliance and internal controls.
Location: Naples
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Provide daily trust administration and investment support, processing daily transactions and performing asset reconciliations.
  • •Use trust account/custodian systems to 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 discretionary distribution, client gifts, and the timely setup of new accounts including data input and document scanning.
  • •Monitor account closing and distribution processes and serve as an alternate contact for clients and outside professionals, documenting communications.

Pay and Benefits

Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid Personal

Key Requirements

  • •2+ years of experience providing transactional banking services or administrative/operational support to trust administration.
  • •Associate’s degree (or equivalent combination of education and experience) required; bachelor’s degree preferred.
  • •Strong knowledge of operational efficiency, productivity enhancement, internal controls, compliance requirements, and process improvement.
  • •Demonstrated ability to drive process improvements and ensure adherence to internal controls and regulatory standards.
  • •Strong attention to detail and ability to manage multiple priorities, with excellent written, verbal, and interpersonal communication skills.
Experience:2+ yearsTransactional bankingTrust administrationAsset managementPrivate banking
Education:Associate's
Skills:Attention to detailAbility to manage multiple prioritiesCommunicationTeamworkAdaptability
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft TeamsMicrosoft OutlookTrust DeskACM sweepsImaging system

Company Brief

Commerce Bancshares
Provides commercial, retail, wealth management, and payment services through its regional banking operations. Commerce Bancshares serves individuals, businesses, and institutions across the Midwest with deposit accounts, lending, treasury, and card solutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1865
WebsiteLinkedIn