Wealth Management Trust Analyst, Palm Beach Job at First Horizon Bank
About Us
First Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, mortgage, and title insurance services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.
Skills
Knowledge and understanding of asset classes and offerings
Ability to collect and organize performance data and compare it to benchmarks
Good communication and client interactive skills
Attention to detail, ability to complete trade documentation for execution with
no errors
Ability to prioritize tasks based on level of importance and time sensitive nature
Systems Usage
Microsoft Office
Addepar (preferred, not required)
Functions and Processes
Prepare comprehensive quarterly performance reports, along with monthly balance reports
Attend quarterly family meetings to discuss overall macro-economic conditions, evaluate investment performance, and recommend changes, when appropriate
Ensure that investments under direct management, as well as third party investments, are properly valued in the system of record, new accounts are opened in a timely manner, and terminated accounts are removed from the system of record
Input and retrieve data from the system of record to provide analytics to the family
Facilitate the trading of equity and fixed income securities through our custodian, Charles Schwab
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More - FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook - facebook.com/FirstHorizonBank
Twitter - twitter.com/FirstHorizonBnk
LinkedIn - linkedin.com/company/first-horizon-bank
Instagram - instagram.com/first_horizon
YouTube - youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209_-Q
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
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