Investment Associate

Finemark National Bank & Trust • Estero, FL

401d • Onsite

About The Position

The Investment Associate at FineMark National Bank provides essential administrative and operational support within the wealth management area, ensuring that client investment needs are met and fostering long-term relationships. This role involves preparing investment proposals, maintaining compliance documentation, and assisting Private Wealth Advisors in various tasks to enhance client service and operational efficiency.

Requirements

• Bachelor's degree in finance or business administration preferred, or three (3) years' experience as an administrative support in a wealth management setting.
• Strong mathematical and analytical skills.
• Excellent attention-to-detail.
• Ability to multi-task and prioritize tasks effectively.
• Proficient in Microsoft Office: Outlook, Word, and Excel (intermediate level or above).
• Excellent written and oral communication skills and interpersonal skills.
• Ability to act as a team player and foster FineMark company values.
• Experience with Adobe Acrobat and Salesforce is a plus.

Nice To Haves

• Experience with Salesforce
• Familiarity with Adobe Acrobat

Responsibilities

• Accurately prepares investment proposals and client performance reviews as requested by Private Wealth Advisors.
• Works closely with back office to reconcile performance, process capital calls, and resolve trade settlement issues.
• Proactively ensures all compliance-related documentation is up-to-date and properly saved.
• Performs account maintenance such as account setup, placing trades, and booking bond sales/purchases.
• Answers telephones, assists clients, and directs client inquiries to appropriate associates when needed.
• Responds to the needs/questions of the wealth management department.
• Participates in staff meetings and attends other meetings and seminars as requested.
• Completes required compliance and technical training as assigned.
• Regularly attends and represents the bank at client events, meetings, seminars, and social gatherings to help build relationships.
• Performs other related duties as required and assigned by Private Wealth Advisors.

Benefits

• Full-time position with competitive salary
• Drug-free workplace
• Equal employment opportunity employer

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree