Financial Advisor Associate -Legal Industry Deposit Services

United States·Overton (fl05) - Ga341 - AtlantaNormalmid

Finance & AccountingFinancial Advisor

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Quick Summary

Key Responsibilities

Support Financial Advisors in managing commercial deposit relationships throughout the client lifecycle. Assist with onboarding and servicing fiduciary, escrow, trust, bankruptcy, receivership,

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Finance & AccountingFinancial Advisor

Job Summary:

We are seeking a highly organized, service-oriented Financial Advisor Associate to support our Legal Industry Deposit Services team. In this role, you will partner with Financial Advisors to onboard, service, and maintain complex specialty deposit relationships for bankruptcy estates, receiverships, liquidating trusts, escrow accounts, and other fiduciary entities. The ideal candidate will have experience supporting commercial deposits, specialty deposit accounts, trust or fiduciary banking relationships, or treasury-related client servicing.

Job Duties and Responsibilities:

Support Financial Advisors in managing commercial deposit relationships throughout the client lifecycle.
Assist with onboarding and servicing fiduciary, escrow, trust, bankruptcy, receivership, and other specialized commercial accounts.
Review legal and account-opening documentation to ensure compliance, accuracy, and timely account setup.
Coordinate account maintenance, documentation updates, exception resolution, and client servicing requests.
Partner with Operations, Treasury Management, Compliance, and other internal teams to deliver a seamless client experience.
Monitor account documentation and servicing requirements while maintaining strong risk and compliance controls.
Provide responsive, high-touch support to clients, referral partners, and internal stakeholders.
Assist other team members as needed to ensure delivery of distinctive service. Perform other related duties and responsibilities as assigned.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job

Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.

Minimum Education: High School Diploma or Equivalent -- College degree is preferred.

Minimum Experience: Minimum of 10 years' experience in financial services.

Required Knowledge, Skills & Abilities: Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. Broad knowledge of bank products and services. Knowledge of federal and state banking regulations and compliance requirements. Excellent interpersonal skills, including verbal and written communication skills. Effective analytical and mathematical reasoning skills with problem-solving ability. Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy. Excellent client service skills. Tact and diplomacy in dealing with both clients and team members. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp. This position may require successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide finger print check.