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Trust Operations Associate

1/19/2026

The Trust Operations Associate will support the Trust & Investment Management Group by managing account openings and closings, preparing necessary documentation, and assisting clients with various requests. Additional responsibilities include performing estate settlement tasks and general administrative duties.

Working Hours

40 hours/week

Company Size

51-200 employees

Language

English

Visa Sponsorship

About The Company

First Bank is committed to providing quality customer service, which is reflected in its employee team. First Bank strives to make a difference for its customers with a full range of Commercial and Retail Banking products and services and an Investment Management Group. As a locally based organization with nine offices serving Upper Michigan, First Bank is a community bank that takes pride in giving back to its communities. At First Bank, it's all about people - our customers, employees, and communities.

About the Role

Description

TRUST OPERATIONS ASSOCIATE

Job Details

Job Type

Full-time

Escanaba, MI

Description

The Trust Operations Associate will be responsible for providing support for Trust & Investment Management Group Staff and customers.

Open and close accounts on Charlotte system; updates to account set-up as needed.
Complete Account Opening Checklist, prepare forms and account file folders.
Complete Death of Grantor and Account Closing Checklists; perform estate settlement tasks and completes account closing process, file insurance claims.
Complete and submit transfer paperwork to other brokerage companies/financial institutions for new clients.
Serve as back-up person for BNY settlement.
Post manual closing and estate settlement fees for Escanaba accounts.
Print Administrator Fee reports
Set-up clients for PAL access and assist clients with sign-on issues.
Assists with preparing IRA distribution forms.
Assist with printing monthly, quarterly and annual statements.
Assist with preparation of new account packets, RFP packets for new proposals, and quarterly/semi-annual board meeting packets for foundation and non-profit accounts.
Act as back-up for printing checks, processing wire transfers, depositing checks.
Performs general administrative duties in the area of mail, answering phone calls, correspondence filing and scanning.
Other duties as assigned.

Requirements

Bachelor’s degree in Business, Finance, or a related field, preferred.
Excellent interpersonal, organizational, and decision-making abilities.
Demonstrates professionalism and maintains strict confidentiality at all times.
Proven clerical experience with strong typing skills and proficiency in Microsoft Office applications.
Prior experience in a financial institution is an asset.

Key Skills

Interpersonal SkillsOrganizational SkillsDecision-MakingProfessionalismConfidentialityClerical ExperienceTyping SkillsMicrosoft Office Proficiency