This position will be responsible for providing administrative support to the Arizona Private Wealth staff in order to meet Client needs and manage the overall account relationship. The position will also require direct interaction and communication with trust and investment clients and professional partners.
- Assist trust administrators in completion of new account related activities, such as account openings, preparation of account documents, CIP compliance, and various other activities.
- Prepare and input client distributions, wires, payments to third-parties, statements, joint interest billings, etc., into the trust accounting system for disbursement.
- Assist trust administrators in completion of activities related to closing accounts.
- Scan all past and future account documentation, such as disbursement requests, JIBs, internal and external correspondence, and other account-related information, into the content management software system.
- Review account trial balances, overdrafts, and activity log on client management portal.
- Generate a variety of reports such as trust and investment account statements, net income downloads, fee review sheets, performance reports, etc., for the Private Wealth Team and/or clients.
- Assist with the annual tax reporting process for trust and investment accounts.
- Track ongoing account tasks and provide reminders of outstanding items, due dates, approval requests, etc.
- Aid trust administrators with administrative responsibilities, such as answering phones, filing, and preparation of documents.
- Interact with and market to professional partners and centers of influence to aid in new business development and trust sales generation.
- Interact directly with trust and investments clients and administrators to ensure customer needs and expectations are met by providing high-quality, tailored, customer service.
- Perform miscellaneous account, client service, and job related duties, as assigned.
Position Requirements:
- The qualified candidate will have at least 3 years administrative/office related experience and must enjoy working in a team-oriented environment.
- Candidates must be professional, have proficient PC skills, specifically in Microsoft products
- Must be detail oriented and have the ability to multi-task
- Looking for excellent communication, interpersonal and organizational skills
- Financial services industry, trust and investments, and/or private banking experience is preferred
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- At least 3 years administrative/office related experience
- Proficient in Microsoft products
- Detail oriented with multi-tasking ability
- Excellent communication skills
- Financial services industry experience preferred
MidFirst Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MidFirst Bank and has not been reviewed or approved by MidFirst Bank.
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Healthcare Strength — Health, dental, and vision coverage are available to eligible full‑time and part‑time employees, with company‑paid long‑term disability and an EAP included. Medical plans through Blue Cross Blue Shield and wellness incentives that can lower premiums are highlighted.
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Retirement Support — A company 401(k) match with a clear formula and a defined vesting schedule provides meaningful retirement support. Eligibility and enrollment timing are specified, reinforcing predictable access to the plan.
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Leave & Time Off Breadth — Paid vacation, paid sick leave, and paid holidays are emphasized, with a paid community service day also referenced. Time‑off offerings are portrayed as generous across materials.
MidFirst Bank Insights
What We Do
MidFirst Bank occupies a rare position within the banking industry. With $41.2 billion in assets, MidFirst Bank is the largest privately owned bank in the country. This combination of size and private ownership provides our customers with a special brand of banking. MidFirst Bank offers a full range of personal, commercial, trust, private banking and mortgage banking products and services. MidFirst is a strong commercial real estate lender and a major servicer of mortgage loans nationally. As a private business ourselves, we understand the unique needs of each business community we serve at each of our locations in Arizona (Phoenix), California (Los Angeles, Orange County, Santa Barbara, San Diego), Colorado (Boulder, Denver, Edwards, Fort Collins), Nevada (Las Vegas), Oklahoma (Oklahoma City, Tulsa, Western Oklahoma), Texas (Dallas, Houston, San Antonio) and Utah (Salt Lake City). Additionally, MidFirst Bank has commercial lending offices in Atlanta, Chicago, Nashville, New York City, Orlando, Raleigh and Southern California. We serve Southern California through 1st Century Bank, a division of MidFirst Bank. We also operate MidFirst Business Credit as a subsidiary of MidFirst Bank. MidFirst Bank provides services that compete with larger banks, while the people and culture truly define the MidFirst Bank difference. MidFirst provides exceptional financial and deeply committed customer service. Team members are loyal in their character, loyal in their personal commitment to customers, and loyal to always doing the right thing. MidFirst customers can always count on working with thoughtful, intelligent, honest professionals who are true to their financial goals. MidFirst Bank is a strong supporter of the communities they serve, investing time and money in important educational, charitable and civic organizations. Copyright © 2025 MidFirst Bank. All rights reserved. Member FDIC. Equal Housing Lender.
