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© All Rights Reserved. ApplyBlast.com
First Option Bank
The Trust & Investment Associate serves as the primary operational and analytical support partner to the Portfolio Management Officer and Investment Officers, coordinating investment operations, portfolio administration, and client service activities. This role ensures accurate account administration, efficient investment operations, and timely reporting while supporting fiduciary obligations and investment management objectives. The position requires strong analytical abilities, exceptional attention to detail, and the ability to manage multiple priorities in a deadline-driven environment.
First Option Bank specializes in providing the personal banking, business banking and financial services you depends on to manage your money.
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 Option Bank.
First Option Bank didn’t post a salary, so this is our estimate from similar listings.