Administrative Associate

Job Description

Job Description

Why First Community Trust?

First Community Trust (FCT) is a nationally chartered trust company offering wealth advisory services including investment, retirement, and trust services primarily through credit unions. Our sole objective is to help clients achieve their personal, financial and estate planning goals.

We are looking for a part-time Administrative Associate to support our growing team of Wealth Advisors through strong administrative support, attention to detail, and client-focused service.

Schedule: 2030 hours per week with flexibility within standard MondayFriday business hours.

What You'll Be Doing

• Support FCT's wealth advisors with client account documentation, transfers, and annual reviews.
• Complete IRA/agency paperwork and maintain accurate account records.
• Prepare materials and coordinate scheduling for client meetings.
• Communicate with clients regarding distribution requests, portal access, and general inquiries.
• Assist with estate administration and day-to-day team operations.
• Provide other clerical and administrative support as needed.

Who You Are

• Prior administrative, office, or financial services experience preferred.
• Strong attention to detail and organization.
• Excellent written and verbal communication skills (via email, phone, in-person).
• Self-motivated with ability to work independently and collaboratively with a team.
• High level of professionalism and confidentiality.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).

*Credit and criminal history verification will be required of all applicants.

FCT is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.