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Hancock Whitney · 3 weeks ago

Trust Administrator

St. Petersburg, FL

Full-time

Onsite

Entry Level

2+ years exp

Hancock Whitney is a financial services company, and they are seeking a Trust Administrator to provide administrative and operational support to Trust Relationship Managers. The role involves delivering excellent customer service, managing client accounts, and ensuring compliance with relevant regulations.

BankingFinancial Services

Responsibilities

Serves as the administrative contact for clients and third party providers in the servicing of client accounts and relationships

Provide superior client service in responding to inbound calls from clients and resolving inquires or requests related to their accounts. Assume ownership of issues and deliver proper follow up

Consults with Trust Advisor/Relationship Managers regarding more complex issues

Identifies opportunities to enhance client experience through independent identification of account issues

Assist Trust Advisor/Relationship Manager in tasks required in administering accounts including: document management (imaging, faxing, photocopying, maintaining files)

Coordinate with Trust Advisor/Relationship Manager to complete assigned account administrative reviews and timely exception remediation

Facilitate money transfers in accordance with bank policy – checks, wires, ACH, internal transfers

Monitor cash levels in accounts

Review transactions to identify errant transactions and ensure proper postings

Support departmental projects on an as needed basis

Analyze trust/financial information, react accordingly and prioritizes as appropriate

Keeps current with all laws and regulations applicable to primary Trust function

May serve as backup to other Wealth Management Administrative Assistants as needed

All duties require an awareness and adherence to policies/procedures and compliance requirements

Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act

Qualification

Trust AdministrationFinancial AnalysisMicrosoft OfficeAnalytical SkillsCustomer Service

Required

High School diploma or GED required

Requires at least 2 years of administrative support experience, preferably in one or more of the following areas: Trust Administration, Trust compliance, Employee Benefits, Stock Transfer, Brokerage Operations, and/or Financial Analysis

An equivalent combination of education and related experience or training may be considered

Duties are varied and complex and necessitate use of excellent judgement and analytical skills

Proficiency with Microsoft Office applications; basic Excel and Word skills required