Investment Associate
Company: Finemark National Bank
Location: Fort Myers
Posted on: May 16, 2022
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Job Description:
Position Summary: In compliance with established policies and
procedures, provides administrative and operational support in the
wealth management area in order that client investment needs may be
met and long-term relationships developed and fostered. Essential
Job Functions:
Physical Requirements. This position primarily requires sedentary
work; exerting up to 10 pounds of force occasionally and/or
negligible amount of force frequently or constantly to lift, carry,
push, pull or otherwise move objects, including the human body.
Sedentary work involves sitting most of the time. Walking and
standing are required only occasionally.
Physical Activities. The following physical activities are
frequently required: talking is required to express or exchange
ideas by means of the spoken word and hearing, with or without
correction, is required to perceive the nature of sounds at normal
speaking levels. The use of fingers is frequently required to pick,
pinch, type (e.g., keyboard) or otherwise work, primarily with the
fingers rather than with the whole hand as in handling. There is
frequent repetitive motion which requires substantial movements
(motions) of the wrists, hands, and/or fingers. This position may
occasionally require that a person climb, balance, stoop, kneel,
crouch, crawl, reach, push, pull, lift, grasp and/or feel.
Visual Acuity Requirements. Close visual acuity and the ability to
adjust focus, with or without correction, are required to perform
activities such as, viewing a computer monitor or written materials
and documents; reading; writing; preparing and analyzing data and
figures; transcribing; close visual inspection. Some distance
vision and color vision may be necessary.
Environmental Conditions. A person is not substantially exposed to
adverse environmental conditions and only exposed to moderate
noise; they may occasionally work near moving mechanical parts or
machinery such as a copier/printer. FineMark National Bank & Trust
complies with the Americans with Disabilities Act (ADA) and the
Americans with Disabilities Amendments Act (ADAAA). During the
interview process, you may be asked questions concerning your
ability to perform job-related functions. As an equal employment
opportunity (EEO) employer, FineMark National Bank & Trust adheres
to a policy of making employment decisions without regard to race,
color, religion, sex, national origin and status as an individual
with a disability or protected veteran. We assure you that your
opportunity for employment with FineMark depends solely upon your
qualifications.
PI176585642
Keywords: Finemark National Bank, Fort Myers , Investment Associate, Other , Fort Myers, Florida
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