POSITION SUMMARY Responsible for ensuring retirement plans are compliant with DOL and IRS regulations.    ESSENTIAL REQUIREMENTS Reviews trust instruments and benefit plans to determine the bank’s responsibility as trustee. Consults with external customers (i.e., corporate officers, attorneys, actuaries, beneficiaries, etc.) concerning account preparation, document review and/or general account supervision and servicing. Consults with internal customers (i.e., investment, operations and trust personnel) on the resolution of specific account record keeping and transaction processing issues.  Reviews accounts periodically to ensure their conformity to current customer needs and objectives recommending and making changes as appropriate. Answers questions from all levels of customer companies relating to the administration of employee benefit accounts. Reviews and recommends new account applications. Keeps informed of pending and...

POSITION SUMMARY Responsible for trading and investment research and provides additional support to the portfolio managers. ESSENTIAL REQUIREMENTS Executes trades from various staff members who have authority. Executes trades from direct third parties.  Handles settlement issues with brokers and trust operations department. Conducts investment research as requested covering various market sectors. Collects and aggregates, sector and performance data for marketing and other internal information purposes. Supports investment committee and completes tasks as assigned. Regular and predictable attendance is an essential requirement of the position. Responsible for the completion of all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and comply with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned....