Wealth and Trust Administrator

Join Our Team—Where Values Drive Excellence at First Carolina Wealth and Trust

First Carolina Bank is seeking a Wealth and Trust Administrator to deliver exceptional service, build lasting relationships, and support our commitment to excellence in the Wealth Division. In this role, you’ll be a trusted partner for clients and colleagues—providing administrative support, managing account transactions, liaising with internal teams and third-party vendors, and ensuring every detail is handled with precision and care.

You’ll thrive in a collaborative, detail-oriented environment where service, risk mitigation, compliance, and a people-first approach are valued above all.

Why You’ll Love This Role

• Work at a steady, even pace with a clear process focus—ideal for someone who values precision, structure, and repeatable high-quality outcomes.
• Build positive relationships and serve others through your work, maintaining a professional, supportive presence for internal partners, clients, and third-party vendors.
• Apply your attention to detail to ensure accuracy, compliance, and risk management across wealth administration activities.
• Enjoy a thoughtful, structured approach to problem-solving while adapting to evolving priorities—checking and double-checking work to preserve quality.
• Share expertise and lead by example, reinforcing best practices and helping others succeed in a collaborative environment.

What Makes You a Great Fit

• Disciplined, and conventional; cooperative and supportive with a cautious approach to risk.
• Harmony-seeking and team-oriented, placing team outcomes above self.
• Professional and fact-based communicator who respects established procedures and proven processes.
• Passionate about service, with a strong focus on accuracy, consistency, and integrity.

What You’ll Do (Key Responsibilities)

• Provide administrative support to the Chief Investment Officer, Managing Director, and Trust Officer—FCW, including documentation and reports.
• Initiate account distributions and transactions per dual control requirements.
• Track daily activities in partnership with Capital Advisory Services (CIAS).
• Act as liaison between officers, clients, and third-party vendors (CIC, CIAS, BNY Mellon, HWA International).
• Process client requests for account maintenance and advanced assistance.
• Assist with reconciliation of Wealth-associated internal accounts/General Ledgers and complete monthly wires/ACH for management fees.
• Support internal bank reporting and daily reconciliation of custody reports.
• Draft and maintain departmental procedures; assist with training on Wealth services.
• Support compliance and audits, both internal and external.
• Maintain confidentiality and adhere to policies and procedures in a constantly changing environment.

Qualifications

• Bachelor’s Degree in Trust and Wealth Management, Finance, Business Administration, or similar; OR six years’ administrative experience in trust/investment or banking (wealth, trust, or finance).
• Interest in financial and fiduciary solutions.
• Attention to detail and organization; ability to multitask and prioritize workflow.
• Problem solving skills; self-motivated and service oriented.
• Preferred: At least 2 years’ trust/wealth administration experience; prior Trust Accounting Software experience; database management experience; understanding of Bank/Trust regulations.
• Comprehensive health, dental, and vision insurance
• Retirement savings plans with company match
• Paid time off and holidays
• Professional development and training opportunities
• Employee assistance programs
• Opportunities to participate in community service and outreach
• Understands and adheres to Workplace Policies, Code of Conduct, privacy, and information security guidelines.
• Follows all applicable security procedures and regulatory requirements (Anti-Money Laundering, Bank Secrecy Act, USA PATRIOT Act).
• Acts within authorized limits and role-specific policies and procedures; follows processes and controls to protect shareholder interests.

Our Core Values

• Enterprising: We have a do-business attitude and are resourceful in finding ways to work with customers. You’ll be empowered to solve problems, support clients, and seek innovative solutions…