Trust Associate I - St. John, IN

Location: St. John, Indiana, United States; onsite

Salary: $20.19–$26.44 per hour, plus eligibility for an annual bonus.

Company

hirify.global Wealth Management provides investment, trust, and asset management services for private clients, business owners, institutions, and high-net-worth individuals.

What you will do

• Support the Trust Officer with account openings, closings, asset transfers, account maintenance, and daily workflow.
• Process cash movement instructions, including check requests, ACH and wire transfers, bill payments, and receipt of funds.
• Respond to routine client and internal account inquiries through research and timely follow-up.
• Create and maintain accurate electronic documentation, paper files, account coding, and system records.
• Monitor accounts for overdrafts and large balances and notify the Trust Officer of issues.
• Prepare Excel spreadsheets and PowerPoint presentations, complete special projects, and provide backup support to other Trust Associates.

Requirements

• Bachelor’s degree preferred.
• 1–3 years of experience in a supporting role.
• Excellent Microsoft Office, word processing, and spreadsheet skills.
• Basic knowledge of accounting principles, trust terminology and functions, and banking operations.
• Strong written and verbal communication, teamwork, multitasking, accuracy, and client service skills.
• Ability to follow regulatory requirements, maintain confidentiality, and uphold high ethical standards.

Culture & Benefits

• Medical, dental, vision, life, disability, critical illness, accident, and pet insurance.
• Traditional and Roth 401(k) plans with company match, flexible spending account, and employee stock purchase plan.
• Parental leave, employee assistance program, transportation and commuting benefits, and banking benefits.
• Tuition reimbursement and opportunities for internal growth and advancement.
• Inclusive workplace focused on service, integrity, and ethical conduct.