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Wealth Management Operations Analyst

Department: Wealth Services
Location: Phoenix, AZ

First International Bank and Trust is a full-service, family-owned, independent community banking serving communities across North Dakota, South Dakota, Minnesota, and Arizona. The FIBT Wealth Management Team in Arizona is growing. We seek a dedicated person to join our team and be a key contributor in the Camelback Branch office. Are you the right person? If so, we would love to hear from you! 

In Office Position

Key Responsibilities:

  • Manages the operational workflow for the assigned market
  • Completes daily duties such as receiving and verifying money movement reconciliation reports, reconciles internal fiduciary accounts, generates reports for assigned market and distributes to appropriate account officer
  • Opens and closes new accounts on the system of record
  • Manages asset transfers and documents receipt of assets 
  • Serves as the main point of contact and control point for the Wealth Management Asset Vault
  • Processes invoices for management as directed
  • Proactively reviews, analyzes, recommends and educates on operational efficiencies for current processes, and ensure conformance to standard procedures and practices.
  • Coordinates contingency planning by ensuring all team members are fully aware, capable and have access to each other’s responsibilities in the event workflow transfer is necessary
  • Attends periodic training and exchange of ideas forums.
  • May directly manage or lead more junior operations staff


  • A bachelor's degree in accounting, business administration, economics or finance is preferred.
  • Minimum of five years of operations experience within a wealth management/trust, registered investment advisor, broker/dealer working environment is preferred.
  • CSOP, CTOP®, ATOP or CTFA certification considered a plus.
  • Understanding of securities processing and trust accounting considered a plus.
  • Local market experience is preferred.

We show our employees we care by providing competitive benefits and training and growth opportunities. Here are the things we offer within our full-time benefits package:

  • Health, Dental & Vision
  • 401K Retirement Plan with Employer Match
  • Paid Parental Leave
  • Life and Disability Insurance
  • Generous PTO and Holiday pay

If you are interested in learning more, you can apply or if you have questions before applying you can reach out directly at

Equal Opportunity Employer