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The Trust Associate plays a vital support role within the Trust Administration team, working closely with Trust Officers to deliver high-quality fiduciary service to our clients. This position supports daily trust administration activities, organizes complex estate planning documentation, and helps ensure efficient, proactive client service across the department. The ideal candidate is detail-oriented, organized, and enthusiastic about helping clients and teammates succeed.
This position requires on-site attendance five days per week in our Evansville, IN office for a minimum of six months during the initial training period. Following the successful completion of training and performance review, the role will transition to a hybrid work schedule consisting of 4 days per week in office and 1 remote work day.
The Trust Associate plays a vital support role within the Trust Administration team, working closely with Trust Officers to deliver high-quality fiduciary service to our clients. This position supports daily trust administration activities, organizes complex estate planning documentation, and helps ensure efficient, proactive client service across the department. The ideal candidate is detail-oriented, organized, and enthusiastic about helping clients and teammates succeed.
This position requires on-site attendance five days per week in our Evansville, IN office for a minimum of six months during the initial training period. Following the successful completion of training and performance review, the role will transition to a hybrid work schedule consisting of 4 days per week in office and 1 remote work day.
Administrative & Fiduciary Support
Support Trust Officers in implementing clients’ trust and estate strategies
Process routine and ad‑hoc money movement requests, including disbursements, remittances, ACH transfers, and wire requests in accordance with internal controls and trust provisions
Assist in coordinating and documenting annual and ad‑hoc personal or charitable gifting strategies as directed by Trust Officers
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Prepare annual and new account reviews for Trust Officer review
Assist with organizing estate documents such as wills, trusts, powers of attorney, and entity documents
Research, gather, and compile information from various sources to prepare reports and summaries
Maintain accurate digital and physical files, records, and data management systems
Client Service & Communication
Deliver proactive, friendly, and professional service to clients and internal partners
Help respond to client and beneficiary inquiries, directing requests to Trust Officers when appropriate
Assist in coordinating communications between clients, beneficiaries, Financial Advisors, attorneys, accountants, and other professionals
Operational Support & Coordination
Review, route, and track incoming and outgoing correspondence
Provide office support including answering phones and assisting visitors
Schedule and coordinate meetings, conference calls, client reviews, and travel arrangements
Support both short- and long-term departmental projects by handling logistics, tracking progress, and maintaining documentation
High school diploma or equivalent required
1–3 years of experience as a trust associate, administrative assistant, or similar role within a financial or securities-related industry
Familiarity with trust and estate planning documents and basic fiduciary concepts
Strong organizational skills and high attention to detail
Ability to manage multiple priorities with accuracy and efficiency
Strong verbal and written communication skills
Ability to work independently and collaboratively in a team environment
Experience supporting projects and coordinating administrative workflows
Privately held, employee-owned financial firm serving clients with wealth management, investment banking, asset management and capital markets.
Visit company websiteJobs and hiring trendsFull-time
Entry · 1+ years experience
Hybrid
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