Description Are you looking for a place to use your investment analysis skills to build long term client relationships? Are you a professional with experience in trust and advisory operations, and knowledge of estate planning concepts? Do you work effectively in a team approach to servicing client needs? We would like to learn more about you. Crews Bank & Trust is seeking a Trust Investment Associate for our Trust & Wealth Management division to work in the Port Charlotte market. This individual plays a key role in supporting the portfolio management and trust administration teams by assisting with day-to-day investment activities; providing operational and reporting support; and ensuring an exceptional client experience. Strong knowledge of investment, banking, and/or personal trust and advisory operations, products, and services—typically acquired through relevant work experience—is required to effectively support the portfolio management team in meeting client servicing needs. Excellent analytical, problem-solving, and organizational skills are essential to identify, research, and resolve client requests, while also managing competing priorities and workflow in a dynamic environment. Requirements • Assist Portfolio Managers with the management of client investment portfolios. • Support investment decision-making through portfolio analysis, performance reporting, and account reviews. • Monitor asset allocations, cash positions, and income needs; assist with rebalancing activities. • Reconcile investment transactions and research discrepancies as needed. • Prepare customized investment reports and materials for client meetings. • Support client onboarding, including preparation of required documentation and account setup. • Respond to client inquiries regarding account activity, holdings, and performance. • Maintain accurate and up-to-date client records and documentation. • Support the preparation of reports for internal committees and auditors. • Identify opportunities for process improvement and contribute to the development of more efficient workflows. Minimum Skill Requirements and Background: • Desire and willingness to work in a collaborative, flexible and team-oriented work environment • Strong understanding of basic investment concepts (stocks, bonds, mutual funds, asset allocation). • Familiarity with trust structures, estate planning concepts, and fiduciary principles is a plus. • Proficiency in Microsoft Office Suite, particularly Excel; experience with fiduciary or portfolio management software is an advantage. • Excellent attention to detail and organizational skills. • Strong written and verbal communication skills. • Ability to manage multiple priorities and deadlines in a fast-paced environment. • Commitment to delivering high-quality client service. Education and Experience: • Bachelor’s degree in Finance, Business, Economics, or related field; or equivalent work experience. • 1–3 years of experience in investment support, trust administration, or related financial services role preferred. • Experience with financial institution policies and procedures Crews Bank & Trust is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with a disability. EOE/Vets/Disabilities