First Bank & Trust

Operations

• This role provides essential support for managing operational and internal administrative functions for trust accounts, including processing transactions, maintaining detailed records, handling asset movement, reconciling both client and department accounts, and ensuring regulatory compliance.
• Process a high-volume of trust account transactions, including receipts, disbursements, income allocation, trade settlements, asset transfers, fee postings, and unique assets
• Perform daily reconciliation of trust accounts and assets to ensure accuracy and identify discrepancies
• Perform monthly reconciliation of department suspense accounts
• Maintain accurate records for all trust activities, including reports, statements, and tax information
• Assist wealth officers and administrators with requests and client inquiries, including client portal
• Identify opportunities for process improvements, implementing controls, and managing operational risk
• Crosstrain within the Wealth Operations team to provide coverage and support
• Act in accordance with First Bank & Trust policies and procedures as set forth in the employee handbook
• Adhere to compliance procedures and participate in required compliance training.

Wealth Operations Administrator

Account Manager

• managing a book of client relationships
• provide administrative and relationship management to qualified retirement plan accounts
• conduct client meetings and communications
• arrange and perform on-site employee enrollment and ongoing education meetings
• assist in the oversight of Employee Benefit record-keeping functions
• assist the plan conversion and/or deconversion team
• assist in conducting sales meetings and presentations to groups

WMS Relationship Manager

Data Analyst

• responsible for conceptualization, design, planning, creation, implementation, and maintenance of automated and customized data solutions and tabular models
• designing, maintaining, and automating reports
• validating query and solution results
• leading the development and use of automated data engagement solutions, tools, and technology
• consult with stakeholders and business lines to manage and bring to conclusion multiple projects
• contribute to data governance initiatives
• develop tabular models
• use advanced analytics tools and techniques
• design scalable solutions
• become a power user of applications and tools
• collaborate with business and technology teams
• manage multiple data and reporting projects simultaneously
• provide onboarding and technical support for analysts and department interns

Wealth Operations Administrator

WMS Relationship Manager

Data Analyst II