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Wealth Management Associate

FNBO

FNBO is seeking a Trust Associate to support a small team of Trust Advisors in managing client relationships across revocable/irrevocable trusts and estates. You will organize documents, generate reports, and serve as a primary client touch point while resolving inquiries. You will read and understand trust documents to manage openings, funding, and transfers, while ensuring adherence to bank policies. Collaboration with internal partners and timely communication are essential to success. #J-18808-Ljbffr

Vacancy posted 3 days ago
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