CAREERS

WHY JOIN OUR TEAM

Joining the ClearPoint team is a way to put your business experience to use in an industry with continual need for dedicated professionals. ClearPoint is an ever-growing successful company that does business with cemeteries and funeral homes nationwide.  We strive to provide personalized and convenient business solutions to our customers. We focus on the needs of our client funeral homes and cemeteries, as well as the needs of their customers. Part of our success is attributed to our staff’s commitment to creating a culture of care. Consider becoming a member of our team.

At ClearPoint, you are given the opportunity to do meaningful work aligned to your strengths, in an environment where you have a voice and are able to collaborate with others, and ultimately have the chance to create your own career path.

 

OPEN POSITIONS

 

Chief Fiduciary Officer

This position requires professional expertise and the technical knowledge of trust and bank regulations and rules, as well as the internal policies and procedures of a bank and trust department. The Chief Fiduciary Officer (CFiO) is an executive tasked with connecting the sales, marketing, and customer relationship management teams and processes within the bank to create the ideal customer experience. The CFiO must provide a comprehensive and authoritative view of both the customer and the products, working to create corporate and customer strategy at the highest levels of the company. The CFiO is responsible for maximizing customer acquisition, retention, and profitability within the applicable regulatory framework. This person must have strong interpersonal skills and the capability to proactively manage relationships both with customers and internal team members.

Investment Management Analyst

The Investment Management Analyst will be responsible for ensuring that ClearPoint Federal Bank & Trust’s investment management solutions are the best in the deathcare industry. This position will be required to provide operational, service and research support to ClearPoint’s investment management initiatives. This role will require a detailed-oriented individual, who embraces change, and is willing to contribute to the strategic direction of the investment department. Collaboration, critical thinking and problem-solving are essential traits for success in this role. The Investment Management Analyst may be based in our Batesville, Indiana headquarters; Houston, Texas office; or a remote work environment.

Fiduciary Paralegal

This position will be responsible for supporting the Fiduciary Legal Manager with legal and compliance research, monitoring, communication, and execution. Will serve as the initial point of contact for internal staff related to legal questions/issues, with review by Fiduciary Legal Manager. This person must be detail oriented, highly organized and must possess flexible skills to deal with the various nuances of trust accounts and trust compliance, including the ability to anticipate issues. To be successful, strong customer service skills and attention to detail are required to ensure accuracy and quality outputs to facilitate better decision making and assist in meeting company and department goals. Leadership skills to engage employees and advance services to electronic platforms is appreciated. This position offers a hybrid schedule model with our office in Batesville, Indiana.

Operations Processor

This is a cross trained, cross-functional position that provides production support to multiple groups in providing exceptional customer service to our customers and the families they serve. In this role, you execute a variety of standardized tasks within multiple operational systems, such as functions related to transaction processing, data entry, archiving, researching and client interaction over the phone or email. You will research abnormalities and be empowered to resolve reconciliation items. You will have the opportunity to recommend, test and implement process improvements. As a cross trained member of the Operations team, you may need to pivot to support ops processing as determined by resourcing levels, demand and SLA’s. You will need to be comfortable in shifting gears and switching up work quickly. Based in our Batesville, Indiana office, you will work closely with members of the ClearPoint team.