Trust Investment Associate - Trust & Wealth Management division

Crews Bank & Trust•Port Charlotte, FL

2h•Onsite

About The Position

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.

Requirements

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).
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.
Bachelor’s degree in Finance, Business, Economics, or related field; or equivalent work experience.
Experience with financial institution policies and procedures

Nice To Haves

Familiarity with trust structures, estate planning concepts, and fiduciary principles is a plus.

Responsibilities

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.