Job Description
Job Description
Why First Community Trust (FCT)?
We truly believe that people matter . From our clients to our employees, our goal is to make sure we take care of our people first.
FCT is a nationally chartered trust company offering investment, retirement, and trust services, primarily through credit unions.
Our retail and institutional clients entrust FCT to manage over $1.3B of assets on their behalf. FCT is actively pursuing growth initiatives and we're seeking team members who take great pride in their work and want to contribute to the stability and growth of the firm.
The Trust Operations Associate will be responsible for providing operational and service support to clients and Wealth Advisors with emphasis on transactional processing.
If you are detail-oriented and enjoy process improvements, we want to hear from you!
What You'll Be Doing
- Process high volume and high value transactions including trade processing requests from investments and income dividends.
- Confirm and settle trades with custodians and balance accounts.
- Monitor and handle residual balances.
- Support reconciliation of accounts and perform quality control checks.
- Close accounts in entirety and maintain accurate records in system.
- Assist Wealth Advisors with transfer paperwork.
- Maintain files for the trust operations department.
Who You Are
- College degree in finance, accounting, or business administration required or equivalent years of experience.
- Background knowledge in fiduciary and financial accounting, taxes and investments, and / or trust / estate regulations.
- General knowledge of trust, estate, employee benefit and custody relationships, fiduciary and financial accounting, and tax and investment management.
- Strong analytical skills with high attention to detail and accuracy.
- Excellent verbal, written and interpersonal communication skills.
- Excellent problem-solving and time management skills.
- Credit and criminal history verification will be required of all applicants.
FCT is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
Trust Operations AssociateTrust Operations Associate
We are a nationally chartered trust company offering investment, retirement, and trust services, primarily serving credit unions. Organize and maintain files for the trust operations department. Our retail and institutional clients trust us to manage over $1. Knowledge of fiduciary and financial acc...
Trust Operations Associate
FCT is a nationally chartered trust company offering investment, retirement, and trust services, primarily through credit unions. Maintain files for the trust operations department. Why First Community Trust (FCT)?. Our retail and institutional clients entrust FCT to manage over $1. ...
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Trust Operations Associate . FCT is a nationally chartered trust company offering investment, retirement, and trust services, primarily through credit unions. Maintain files for the trust operations department. Why First Community Trust (FCT)?. ...
Trust Operations Associate
FCT is a nationally chartered trust company offering investment, retirement, and trust services, primarily through credit unions. Maintain files for the trust operations department. Why First Community Trust (FCT)?. Our retail and institutional clients entrust FCT to manage over $1. ...
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