Serves as a primary point of contact for client inquiries regarding general account activity, documentation, and service requests.
Supports the onboarding of new client accounts, including gathering documentation, preparing forms, and coordinating with internal teams.
Processes account maintenance requests such as beneficiary changes, address updates, distributions, and account transfers.
Assists in preparing client meeting materials, reports, and follow‑up correspondence.
Maintains accurate and compliant client records and ensure all documentation meets regulatory standards.
Monitors and responds to daily client requests with strong attention to detail and service quality.
Works closely with operations and trust administration teams to resolve issues efficiently.
Supports Wealth Advisors, Financial Consultants, Trust Officers, Retirement Plan Specialists, and Retirement Plan Advisors in daily administrative tasks and workflow management.
Performs other duties as assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND ABILITIES
Strong communication and client service skills, demonstrated through regular coordination with internal and external stakeholders and successful completion of projects or service requests.
High attention to detail and accuracy, evidenced by consistently producing error‑free work, managing multiple deadlines, or handling high‑volume tasks in fast‑paced environments.
Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint), demonstrated through hands‑on use to create documents, analyze data, develop presentations, and support day‑to‑day workflow.
Willingness to obtain certifications or licenses specific to the role; training and sponsorship provided.
EDUCATION AND/OR EXPERIENCE
High School Diploma or General Education Degree (GED) required
1-3 years experience in financial services, banking, trust, wealth management, brokerage, or a related field required
Experience with customer relationship management or trust/wealth software preferred
LICENSES AND CERTIFICATIONS
Related certifications or licenses preferred
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
Lifting - Occasionally (up to 10 lbs)
Sitting - Frequently
Overtime - Subject to business need
Noise Level - Moderate
Typical Work Hours - M-F (8-5)
Regular and Predictable Attendance - Required
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
