Trust Associate

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success. Summary of the Job: The Trust Associate role is a junior relationship management role that will work closely with a small, designated team of Trust Advisors to help families identify and meet their financial goals and objectives. They will assist Trust Advisors in administering client relationships consisting primarily of revocable trusts, irrevocable trusts, estate and institutional expertise. The Trust Associate will organize and execute documents, generate reports, general correspondence and frequently act as the primary client touch point while resolving customer inquiries.…