The Trust & Investment Associate plays a critical role in ensuring accurate account administration, efficient investment operations, timely reporting, and exceptional service to clients while supporting First Option Bank's fiduciary obligations and investment management objectives. Physical Demands: While performing the duties of this job, the employee is required to communicate effectively, verbally with others in person and on the telephone, sit, stand, walk, and use hands to finger and handle keyboard, telephone, paper, files, and other equipment and objects.