First Bank & Trust
This role provides new business and existing client support to the Retirement Plan Services division within the Wealth Management Services Department. The position also offers administrative assistance to ERISA Relationship Managers, focusing on account administration, compliance tracking, and client communications. The ideal candidate will manage relationship activities for smaller accounts and support various plan-related processes.
Headquarters
Evanston, Illinois, United States
Company Size
51-200 employees
Founded
1995
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for First Bank & Trust.
87% below the average for this role