Wealth Trust Operations Specialist
Job in
Frankfort, Clinton County, Indiana, 46041, USA
Listed on 2026-07-30
Listing for:
First Bank Richmond
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
First Bank Richmond in Indiana seeks a Wealth Management support role to assist with daily tasks, investment income posting, and coordinating with 5/3rd and Cheetah. You will prep new account documents and open accounts on Cheetah, while assisting with other department functions.
The position emphasizes accuracy in trust reconciliations, access administration for client portals, and processing corporate actions and wires. A collaborative, detail-oriented mindset is essential.
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