Trust & Investment Admin Specialist
First Option Bank
First Option Bank is seeking a Trust Associate to provide administrative and client service support for Trust & Investment Officers. You will manage documents, CRM notes, client files, and schedule meetings, ensuring accurate records and timely responses. Responsibilities include document prep, client communications, account updates, and collaboration with loan processors, tellers, and IT for smooth operations. Monitors deadlines and ensures compliance with policies. #J-18808-Ljbffr First Option Bank
Vacancy posted 5 days ago
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