f&m bank trust jobs
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- Johnson Investment CounselKenwood, OH 45236
- Establish, maintain, and terminate trust accounts on custodial, trust accounting, and other systems.
- Assist with a variety of trust-related projects.
- View all Johnson Investment Counsel jobs in Kenwood, OH - Kenwood jobs - Trustee jobs in Kenwood, OH
- Salary Search: Trust Associate salaries
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Administrator
Often replies in 1 dayKeyBank National AssociationHybrid work in Brooklyn, OH 44144- $63,000 - $96,000 a year
- Full-time
- The Administrator facilitates the execution of the trust administration life cycle process.
- A minimum of 3 years client support experience in trust…
- View all KeyBank National Association jobs in Brooklyn, OH - Brooklyn jobs
- Salary Search: Administrator salaries in Brooklyn, OH
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- Capital Group CompaniesReno, NV
- $111,153 - $177,845 a year
- Full-time
- Health insurance
- Retirement plan
- Benefits from day one
- You have a Bachelor’s degree and 7+ years of fiduciary or trust administration experience.
- You are motivated by deep fiduciary analysis and complex trust…
- View all Capital Group Companies jobs in Reno, NV - Reno jobs - Trustee jobs in Reno, NV
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- U.S. Bank National AssociationCincinnati, OH 45226(Mount Lookout area)
- $75,820 - $89,200 a year
- Full-time
- Parental leave
- 401(k)
- Health insurance
- Vision insurance
- Dental insurance
- Adoption assistance
- Personal trust, wealth management, trust, fiduciary or related financial services experience.
- Familiarity with trust, estate, agency, investment management,…
- UMB Financial CorporationMinneapolis, MN
- $98,208 - $144,705 a year
- Full-time
- Tuition reimbursement
- Health insurance
- 401(k) matching
- Paid time off
- Vision insurance
- Dental insurance
- This position will provide day to day support to existing institutional/corporate trust accounts including: billing for administrative fees, facilitating…
Trust Officer
Easily applyMidwest Trust CompanyWesterville, OH 43082- Trust Administration: Oversee the administration of trust accounts, including establishing trusts, managing trust assets, and ensuring compliance with trust…
KPB Client Service Associate - Trust
Often replies in 1 dayKeyBank National AssociationHybrid work in Brooklyn, OH 44144- $25.00 - $38.46 an hour
- Full-time
- Experience working in a trust department.
- The Associate works in a Salesforce task environment to provide trust administration to support the assigned Trust…
- Fifth Third BankCincinnati, OH 45263(Central Business District area)
- Full-time
- For irrevocable trusts, reviews, supports, and approves or declines discretionary action requests, including distributions in accordance with the underlying…
- Capital Group CompaniesNew York, NY
- $174,000 - $261,000 a year
- Full-time
- Health insurance
- Retirement plan
- Benefits from day one
- Serve on trust company-related committees.
- You have post-mortem trust and estate administration or related litigation experience.
- First National Bank of OmahaHybrid work in Kearney, NE
- $63,288 - $104,425 a year
- Full-time
- Tuition reimbursement
- Health insurance
- 401(k) matching
- Vision insurance
- Health savings account
- Dental insurance
- They will assist Trust Advisors in administering client relationships consisting primarily of revocable trusts, irrevocable trusts, estate and institutional…
- View all First National Bank of Omaha jobs in Kearney, NE - Kearney jobs - Trustee jobs in Kearney, NE
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Key Private Bank Sr. Fiduciary Strategist
Often replies in 1 dayKeyBank National AssociationHybrid work in Akron, OH 44308- $96,000 - $181,000 a year
- Full-time
- 10+ years of client advisory experience to ultra-affluent business owners; tax or legal services to clients regarding trust and fiduciary matters, and in trust…
- U.S. Bank National AssociationCharlotte, NC 28202(Downtown Charlotte area)
- $66,640 - $78,400 a year
- Full-time
- Parental leave
- 401(k)
- Health insurance
- Vision insurance
- Dental insurance
- Adoption assistance
- Basic understanding of syndicated bank loans, fixed income securities, securitization, trading or mutual funds.
- Two to three years of relevant work experience.
- U.S. Bank National AssociationCharlotte, NC 28202(Downtown Charlotte area)
- $66,640 - $78,400 a year
- Full-time
- Parental leave
- 401(k)
- Health insurance
- Vision insurance
- Dental insurance
- Adoption assistance
- Basic understanding of syndicated bank loans, fixed income securities, securitization, trading or mutual funds.
- Two to three years of relevant work experience.
- Franklin Templeton InvestmentsHybrid work in Coral Gables, FL
- $71,400 - $84,000 a year
- Full-time
- Parental leave
- 401(k) matching
- Paid time off
- Paid holidays
- Caregiver leave
- Trust Administration background and knowledge preferred; ability to review and interpret trust language a plus.
- Bachelor’s degree or equivalent experience.
- PNC Financial Services GroupPittsburgh, PA 15219(Middle Hill area)
- Full-time
- Tuition reimbursement
- Prescription drug insurance
- Parental leave
- Health insurance
- 401(k) matching
- Paid time off
- Complies with the banks policies and procedures for consistent management of real estate activities in alignment with the banks fiduciary policies and…
- Robert W. BairdHybrid work in Cincinnati, OH 45209
- Educate trust beneficiaries on the terms and requirements of the trust.
- 5+ years minimum experience in trust administration.
- CTFA a plus, but not required.
- View all Robert W. Baird jobs in Cincinnati, OH - Cincinnati jobs - Trustee jobs in Cincinnati, OH
- Salary Search: Sr. Trust Officer salaries in Cincinnati, OH
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Job Post Details
Trust Associate - job post
Kenwood, OH 45236
You must create an Indeed account before continuing to the company website to apply
Full job description
Job Title:
Trust Associate
Date:
June 2026
Department
Trust
Reports To:
Trust Officer
FLSA Classification:
Exempt
Summary / objective of position:
This position will support Trust Officers in administration of JTC accounts in compliance with governing documents, fiduciary standards, and applicable laws. Assisting Trust Officers in managing JTC accounts in accordance with established policies and procedures. Collaborate with Portfolio Manager (PM) Groups to ensure operational excellence and exceptional client service.
Essential functions of position:
- Assist Trust Officers with providing professional service through timely satisfaction of client needs, and the fulfillment of JTC’s fiduciary responsibilities.
- Assist Trust Officers in identifying, analyzing and resolving issues arising in the course of account administration and recommend solutions to Trust Officers, as appropriate.
- Maintain compliance with all internal policies and procedures, as well as regulatory and legal requirements.
- Independently manage workflows using checklists and/or proven procedures.
- Independently manage tasks such as ticklers, spreadsheet tracking, electronic file upkeep, etc.
- Independently process financial transactions such as bill payment, check requests, ACH, internal transfers, and wire transfers.
- Establish, maintain, and terminate trust accounts on custodial, trust accounting, and other systems.
- Assist Trust Officers with compiling and organizing tax information to provide to CPAs and ensure the timely filing of tax returns and tax payments.
- Gather and compile information from various sources to prepare reports.
- Assist with a variety of trust-related projects.
Preferred education and experience:
- BBA/BS degree, or 4+ years of relevant, equivalent work experience."
- Bank or trust experience is not required. Attractive candidates will have experience and success in roles that require critical thinking skills, the ability to manage multiple tasks and responsibilities, and curiosity.
- Understanding of the fiduciary responsibility to safeguard confidential financial and personal information with professional integrity.
- Willingness and desire to learn and grow in role.
- Independent/self-starter with the ability to prioritize a large workload for multiple Trust Officers.
- Ability to own and manage multiple projects simultaneously and work independently.
- Organized and detail oriented.
- Possess excellent problem solving and follow up skills.
- Computer proficient in Excel, Word, and Outlook.
- Effective interpersonal and communication skills.
- Highly relational and easy to work with.
Supervisory responsibility: N/A
Travel required: N/A
Work environment: Temperature controlled, office environment
Physical demands: Must be able to stand or sit at computer for 8+ hours per day. May require extensive typing at times.
Additional eligibility requirements: N/A
Work authorization/security clearance requirements: United States Citizen or lawful permanent resident
EEO statement: As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.
Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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