Wealth and Trust Administrator

Wealth and Trust Administrator (Finance)

Join Our Team--Where Values Drive Excellence in Wealth Administration

First Carolina Bank is seeking a Wealth and Trust Administrator to deliver exceptional service, build lasting relationships, and support our commitment to excellence in the Wealth Division. In this role, you'll be a trusted partner for clients and colleagues--providing administrative support, managing account transactions, liaising with internal teams and third-party vendors, and ensuring every detail is handled with precision and care.

You'll thrive in a collaborative, detail-oriented environment where service, risk mitigation, compliance, and a people-first approach are valued above all.

• Work at a steady, even pace with a clear process focus--ideal for someone who values precision, structure, and repeatable high-quality outcomes.
• Build positive relationships and serve others through your work, maintaining a professional, supportive presence for internal partners, clients, and third-party vendors.
• Apply your attention to detail to ensure accuracy, compliance, and risk management across wealth administration activities.
• Enjoy a thoughtful, structured approach to problem-solving while adapting to evolving priorities--checking and double-checking work to preserve quality.
• Share expertise and lead by example, reinforcing best practices and helping others succeed in a collaborative environment.

• Disciplined, and conventional; cooperative and supportive with a cautious approach to risk.
• Harmony-seeking and team-oriented, placing team outcomes above self.
• Professional and fact-based communicator who respects established procedures and proven processes.
• Passionate about service, with a strong focus on accuracy, consistency, and integrity.

• Provide administrative support to the Chief Investment Officer, Managing Director, and Trust Officer--FCW, including documentation and reports.
• Initiate account distributions and transactions per dual control requirements.
• Track daily activities in partnership with Capital Advisory Services (CIAS).
• Act as liaison between officers, clients, and third-party vendors (CIC, CIAS, BNY Mellon, HWA International).
• Process client requests for account maintenance and advanced assistance.
• Assist with reconciliation of Wealth-associated internal accounts/General Ledgers and complete monthly wires/ACH for management fees.
• Support internal bank reporting and daily reconciliation of custody reports.
• Draft and maintain departmental procedures; assist with training on Wealth services.
• Support compliance and audits, both internal and external.
• Maintain confidentiality and adhere to policies and procedures in a constantly changing environment.

• Bachelor's Degree in Trust and Wealth Management, Finance, Business Administration, or similar; OR six years' administrative experience in trust/investment or banking (wealth, trust, or finance).
• Interest in financial and fiduciary solutions.
• Excellent written and verbal communication.
• Strong MS Office skills (Excel, PowerPoint, Word).
• Attention to detail and organization; ability to multitask and prioritize workflow.
• Problem solving skills; self-motivated and service oriented.
• Preferred:
  At least 2 years' trust/wealth administration experience; prior Trust Accounting Software experience database management experience; understanding of Bank/Trust regulations.

• Competitive total compensation
• Comprehensive health, dental, and vision insurance
• Retirement savings plans with company match
• Paid time off and holidays
• Professional development and training opportunities
• Employee assistance programs
• Opportunities to participate in community service and outreach

• Understands and adheres to Workplace Policies, Code of Conduct, privacy, and information security guidelines.
• Follows all applicable security procedures and regulatory requirements (Anti-Money Laundering, Bank Secrecy Act, USA PATRIOT Act).
• Acts within authorized limits and role-specific policies and procedures; follows processes and controls to protect shareholder interests.

• Enterprising:
  We have a do-business attitude and are resourceful in finding ways to work with customers. You'll be empowered to solve problems, support clients, and seek innovative solutions in every interaction.
• Intentional:
  We do what we say we are going to do and are thoughtful about the impacts of our actions--internally and externally. You'll be trusted to follow through, adhere to processes, and ensure every detail is handled with care and precision.
• Responsive:
  We strive for frictionless banking experiences--answering the bell directly and quickly, and working to exceed expectations in every service level. You'll provide timely support, resolve inquiries efficiently, and help clients maximize the value of our products and services.
• Considerate:
  We lean into community needs in the markets we serve and conduct…