Trust Administration Officer

Position Summary: Manages and administers the Bank’s trust relationships with occasional oversight of more experienced trust administrators or Chief Fiduciary Officer with an emphasis on prudent fiduciary risk management, relationship growth and exceeding client expectations.

Essential Job Functions and Duties:

• Administers trust accounts in accordance with the governing instrument, federal and state laws, and FineMark’s National Bank & Trust policies and procedures.
• Monitors and reviews account retention.
• Documents client communications on contact management system and coordinates proactive communication.
• Participates in and monitors financial planning process.
• Ensures timely completion of Trust Account Review.
• Ensures timely and accurate set-up of new accounts by account opening associate.
• Ensures timely processing of discretionary distributions.
• Supports the development of existing relationships and facilitates new business efforts.
• Reviews governing legal and entity documents and directs AZ Bankers in new account titling for all Trust, Fiduciary, and complex entity-owned deposit accounts.
• Conducts Trust Lending Reviews for all AZ loans made to Trust and Entity Borrowers.
• Fields and reviews any legal-related issues arising in AZ offices.
• Maintains current knowledge of regulatory, fiduciary law, tax law and economic environment.

Required Education, Skills and Experience:

• Bachelor’s degree with a minimum of seven 7+ years of experience as a trust administrator.
• Preference for candidate to have a Juris Doctor degree.
• Ability to handle less complex estate settlements.
• Strong analytical and mathematical skills required.
• Professional appearance and demeanor required.
• Excellent written and oral communication skills.

ADA Job Description: The physical requirements and activities described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements. This position primarily requires sedentary work; exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Walking and standing are required only occasionally.

Physical Activities. The following physical activities are frequently required: talking is required to express or exchange ideas by means of the spoken word and hearing, with or without correction, is required to perceive the nature of sounds at normal speaking levels. The use of fingers is frequently required to pick, pinch, type (e.g., keyboard) or otherwise work, primarily with the fingers rather than with the whole hand as in handling. There is frequent repetitive motion which requires substantial movements (motions) of the wrists, hands, and/or fingers. This position may occasionally require that a person climb, balance, stoop, kneel, crouch, crawl, reach, push, pull, lift, grasp and/or feel.

Visual Acuity Requirements. Close visual acuity and the ability to adjust focus, with or without correction, are required to perform activities such as, viewing a computer monitor or written materials and documents; reading; writing; preparing and analyzing data and figures; transcribing; close visual inspection. Some distance vision and color vision may be necessary.

Environmental Conditions. A person is not substantially exposed to adverse environmental conditions and only exposed to moderate noise; they may occasionally work near moving mechanical parts or machinery such as a copier/printer.

FineMark is a Drug-Free Workplace. Before hire, drug tests are conducted for all positions. Drug and alcohol tests may be conducted during employment. You may request a copy of FineMark National Bank & Trust’s Drug-Free Workplace Policy by contacting 239.461.3896.