Details.
Provides operational, analytical, and administrative support to the firm's investment process within the Private Client and Trust Group. The role supports portfolio implementation, performance reporting, data integrity, and investment-related workflows across trust and fiduciary accounts. It works closely with the Manager of Trust and Investment Operations to support day-to-day investment activities, improve processes, and maintain accurate and well-documented investment records. The ideal candidate has strong analytical skills, attention to detail, advanced Excel proficiency, and an interest in investment operations and systems.