Trust Admin Assistant jobs in United States
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First Security Bank · 14 hours ago

Trust Admin Assistant

First Security Bank is excited to offer a rewarding opportunity for a driven, customer-focused professional to join our growing Trust and Wealth Management Team in Searcy, Arkansas. The Trust Administrative Assistant will be responsible for executing daily operational procedures for a variety of Trust and Wealth Management accounts, ensuring compliance with established policies and delivering exceptional customer service.

BankingFinanceFinancial Services
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Culture & Values

Responsibilities

Assist Trust Officers with daily account administration and client service needs
Process transactions, distributions, and contributions for trust and retirement accounts
Prepare and maintain accurate account documentation and records
Monitor account activity to ensure compliance with internal policies and regulatory standards
Respond to client inquiries promptly and professionally, providing exceptional customer service
Coordinate with internal departments and external partners to facilitate account operations
Support the preparation of reports, statements, and correspondence for clients and management
Adhere to strict confidentiality to maintain customer confidence and protection of bank operations
Operate computer software and equipment, telephone, scanner and copier. Expected to develop proficiency in internal bank and Trust software
Able to hold a valid driver's license, have access to reliable transportation for arriving at work on time, work on-site at assigned location, and a willingness to extend working hours when necessary
Additional duties may be assigned by management

Qualification

TrustWealth ManagementProficiency with ExcelAccount AdministrationBachelor’s degree in financeCustomer ServiceTeamworkCritical ThinkingProblem SolvingAttention to Detail

Required

Candidates must be at a minimum, 18 years of age
High School Diploma or GED is required
Proficiency with Outlook, Word, Excel, typing, 10-key and utilization of the internet is required
Willingness to demonstrate Core 5 values with customers and coworkers
Able to hold a valid driver's license, have access to reliable transportation for arriving at work on time, work on-site at assigned location, and a willingness to extend working hours when necessary

Preferred

Bachelor's degree in finance, business, accounting, or related field

Company

First Security Bank

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First Security Bank provides wealth management, public finance, real estate development, revitalization, leasing and mortgage services.

Funding

Current Stage
Late Stage
Total Funding
unknown
2024-09-30Acquired

Leadership Team

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Stacey Richards
Vice President of Business Development
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Recent News

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