Trust Investment Associate - Trust & Wealth Management division

Are you looking for a place to use your investment analysis skills to build long term client relationships?  Are you a professional with experience in trust and advisory operations, and knowledge of estate planning concepts?  Do you work effectively in a team approach to servicing client needs?

We would like to learn more about you.

Crews Bank & Trust is seeking a Trust Investment Associate for our Trust & Wealth Management division to work in the Port Charlotte market.  This individual plays a key role in supporting the portfolio management and trust administration teams by assisting with day-to-day investment activities; providing operational and reporting support; and ensuring an exceptional client experience.  Strong knowledge of investment, banking, and/or personal trust and advisory operations, products, and services—typically acquired through relevant work experience—is required to effectively support the portfolio management team in meeting client servicing needs. Excellent analytical, problem-solving, and organizational skills are essential to identify, research, and resolve client requests, while also managing competing priorities and workflow in a dynamic environment.

 

• Assist Portfolio Managers with the management of client investment portfolios.
• Support investment decision-making through portfolio analysis, performance reporting, and account reviews.
• Monitor asset allocations, cash positions, and income needs; assist with rebalancing activities.
• Reconcile investment transactions and research discrepancies as needed.
• Prepare customized investment reports and materials for client meetings.
• Support client onboarding, including preparation of required documentation and account setup.
• Respond to client inquiries regarding account activity, holdings, and performance.
• Maintain accurate and up-to-date client records and documentation.
• Support the preparation of reports for internal committees and auditors.
• Identify opportunities for process improvement and contribute to the development of more efficient workflows.

Minimum Skill Requirements and Background:

• Desire and willingness to work in a collaborative, flexible and team-oriented work environment
• Strong understanding of basic investment concepts (stocks, bonds, mutual funds, asset allocation).
• Familiarity with trust structures, estate planning concepts, and fiduciary principles is a plus.
• Proficiency in Microsoft Office Suite, particularly Excel; experience with fiduciary or portfolio management software is an advantage.
• Excellent attention to detail and organizational skills.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Commitment to delivering high-quality client service.

Education and Experience:

• Bachelor’s degree in Finance, Business, Economics, or related field; or equivalent work experience.
• 1–3 years of experience in investment support, trust administration, or related financial services role preferred.
• Experience with financial institution policies and procedures

Crews Bank & Trust is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with a disability.

EOE/Vets/Disabilities