Position Summary. Working closely with relationship managers, providing administrative and accounting assistance to the Sports Management function by processing the payment of bills and recording tax-deductible expenses for clients. to include providing records to CPAs for preparing quarterly estimates and annual tax returns for clients. Essential Functions. Reviews bills for clients and processes payments in a timely and accurate manner. Maintai...
Position Summary. Responsible for accurate and timely processing of all requests for loan servicing. Responsible for follow-up documentation tracking. Essential Job Functions and Duties. Responds and performs client servicing requests in an accurate and timely manner. Performs accuracy reviews on client servicing request input. Performs Post-Closing Reviews once loan is booked to core system. Monitors and adds to tickler tracking system for follo...
Position Summary. In compliance with established policies and procedures the Trust Operations Associate – New Account Set-up is responsible for the establishment of new accounts and updating of client-related data to the trust system. Verifies that the new account data is accurate, complete, and processed promptly. Maintains open communication with colleagues and external financial institutions to ensure that the set-up process is handled accurat...
Position Summary. A Credit Analyst drafts credit write-ups for commercial, consumer and residential loans. Inputs financial reports to analysis software, prepares financial analysis, and conducts credit. investigations. Provides assistance with the maintenance of loan requirements, loan portfolio monitoring and reports. Es. sential/Required Duties & Responsibilities. Drafts credit write-ups in standard format. Prepares summary of facts concerning...
Position Summary. This is a Relationship Banker position that provides a high level of service and fosters long-term banking relationships, acting as the owner of the client experience ensuring that all client expectations are exceeded. Refers to, and/or collaborates with other professionals within the bank to provide additional services, including investment and trust. Serves as a universal banker by providing backup to the teller and the recept...
Position Summary. In compliance with established policies and procedures the Investment Operations Officer supports all phases of the transaction lifecycle for equities, fixed income, and alternative investments. The Operations professional will be a key contributor to an experienced and growing team responsible for the daily support of our Private Wealth Advisors and longer-term strategic project work. Essential Job Functions. Communicates with ...
Position Summary. This position provides various services to FineMark’s clients. Performs regularly as a receptionist and as a teller. As the first point of contact in the office, responds to client inquiries and resolves basic client concerns in a professional and expeditious manner. Serves as back-up to relationship bankers, offering and providing banking services to clients as needed. May refer to, and/or collaborate with, other professionals ...
Position Summary. The ideal candidate will have extensive finance and accounting experience at a financial institution. This position will be responsible for managing and administering the bank’s treasury function fiduciary risk management, ALCO, budgeting, and investment portfolio oversight. Essential Job Functions. Oversee risk management including liquidity, interest rate risk and investments. Participate in and implement ALCO tactical and str...
Position Summary. Manages and administers the Bank’s trust relationships with occasional oversight of more experienced trust administrators or Chief Fiduciary Officer with an emphasis on prudent fiduciary risk management, relationship growth and exceeding client expectations. Essential Job Functions and Duties. Administers trust accounts in accordance with the governing instrument, federal and state laws, and FineMark’s National Bank & Trust poli...
