Description

• Support the Senior Investment Officer with client relationship management, including preparing for and/or scheduling client meetings, maintaining ongoing client contact, and responding to client service requests. Assist in gathering, organizing, and inputting client financial data into financial planning and portfolio systems.
• Manage account opening process by working with clients, custodians, and internal teams, with the completion of the account opening checklist, coordinate asset transfers, legal documentation for beneficiaries, compliance and BSA reporting, and populating the appropriate fields on the trust accounting and portfolio management systems.
• Support ongoing client and portfolio administration, including monitoring cash balances, compiling and submitting trade requests for approval and execution, processing transactions, reviewing activity reports, and coordinating account maintenance requests.
• Prepare and update client meeting materials, performance reports, planning worksheets, and administrative and investment reviews in coordination with the Senior Investment Officer. 
• Serve as point of contact for client-related requests, preparing and verifying instructions, and coordinating with Trust Operations to ensure timely and accurate processing.
• Support trust administration and operations team as needed, including assisting with requests and providing support during peak processing periods or staff absences.
• Support the Trust team in audit request collection and compliance reporting requirements. Provide information and documentation as needed to meet internal and external audit and compliance deadlines.
• Participate in training and development of fiduciary, investment, and advisory knowledge with the goal of advancing technical and professional skills. Demonstrates continued learning of trust and investment functions and applies sound judgment in accordance with fiduciary and bank standards.
• Exhibits knowledge of fiduciary duties, federal and state trust law, tax law, and prudent investor principles while seeking continued development of fiduciary and advisory skills through training and experience. Understands and complies with FirstBank’s fiduciary standards and practices and applies fiduciary knowledge and judgment to fiduciary relationships.

• Strong organizational, time management, communication, and client service skills.
• Ability to work accurately with financial and client data
• Familiarity with trust accounting or portfolio management systems preferred.
• Proficient use of Microsoft Office applications including Word, Excel, PowerPoint, Outlook and Teams.
• Ability to prioritize and work effectively in a deadline-driven environment
• Ability to handle confidential information appropriately and demonstrate sound judgment
• Professional demeanor and ability to work collaboratively with internal and external partners
• Commitment to continued development in investment and fiduciary services 

FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank in an Equal Opportunity Employer, including disability.