Newport, VT

Community Financial Services Group is a trust and investment company based in Vermont managing over a billion dollars in client assets. This position is located in CFSG’s Newport, Vermont office located on Main Street in Newport, VT in the Hebard State Office building.

Duties and Responsibilities include:

  • Processing distributions and contributions on behalf of clients
  • Daily settlement of transactions posted
  • Reconcile bank statements
  • Answering the telephone
  • Sorting and delivering mail
  • Managing inventory supplies
  • Opening and closing accounts
  • Maintaining client information on an operating system
  • Preparing materials for client and prospect meetings, and completing assigned projects
  • The position also offers career development opportunities

Minimum Qualifications and Competencies:

  • Bachelor’s or Associate’s Degree – Required
  • Proficiency using Microsoft Excel and Word is required. A skills assessment will be administered
  • Ability to multi-task is a must
  • Attention to detail and accuracy
  • Effective analytical and problem-solving skills
  • Background in investments, banking or trust administration is a plus
  • Excellent math skills and verbal and written communication capabilities
  • Strong work ethic and attendance record
  • Professional appearance


  • Paid holidays and vacation time
  • Medical, dental and life insurance coverage
  • Potential profit sharing and 401(k) match
  • Attractive work environment

Submit a cover letter and resume no later than July 8, 2022 to:

Community Financial Services Group, LLC
Pauline A. Staples
P.O. Box 120
Newport, VT 05855
No phone calls please.