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Wealth Trust Operations Specialist
Job in
Frankfort, Clinton County, Indiana, 46041, USA
Listed on 2026-07-27
Listing for:
The Farmer's Bank
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
The Farmer's Bank is seeking a Wealth Management Operations Associate to support the Wealth Management Department. You will post investment income and collaborate with 5/3rd and Cheetah to complete daily tasks, and assist investment officers with new account documents.
Responsibilities include reconciling the Trust Balance Sheet, administering portal access, processing corporate actions, and supporting the Investment Policy Statement process. Strong teamwork and accuracy are essential.
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