Fiduciary Associate

Bank OZK • Clearwater, FL

10h

About The Position

Provides direct Trust and Wealth client service as well as administrative support to Fiduciary Officers.

Requirements

• Knowledge of general banking and/or wealth or fiduciary management concepts.
• Knowledge of basic fiduciary law.
• Knowledge of or willingness to learn trust accounting programs and software, preferably TrustDesk (FIS based application).
• Ability to communicate effectively both verbally and in writing.
• Ability to demonstrate effective time management and organizational skills.
• Ability to demonstrate initiative to accomplish work objectives.
• Ability to function effectively in a growing and changing environment.
• Ability to demonstrate accuracy, thoroughness, critical thinking, and attention to detail.
• Ability to maintain confidentiality of client and account information.
• Ability to work without close supervision.
• Skill in using computer and Microsoft Office, including Excel, PowerPoint, Word, and Outlook.
• Associate’s degree or commensurate work experience, required.
• 1+ year of work experience in a related paralegal role or in an administrative role in a professional financial services or brokerage services environment, required.
• This position may require access to certain confidential information and areas of the Bank. Successful completion of a post-offer enhanced criminal background screening including fingerprinting is required.

Nice To Haves

• Prior experience in financial planning, preferred.
• Prior experience using Smartsheet technology, preferred.

Responsibilities

• Provides support for assigned senior officer(s) for day-to-day administration of fiduciary accounts including, but not limited to: opening and closing accounts;
• cash disbursements and distributions, including bill payments;
• preparation of correspondence, as requested;
• preparation of discretionary request documentation for trust committees;
• processing internal transactions and postings;
• support during tax season, including tax return review and processing; and
• review of statements for form and/or content issues.
• Interacts with Operations, Middle Office, Compliance, IT and other Trust and Wealth partners as necessary to ensure execution of daily tasks according to established policy and procedures.
• Provides ongoing support to prepare, coordinate, deliver, and collect necessary account and client documentation in accordance with regulatory and internal compliance procedures.
• Engages with clients, internal partners, and Trust and Wealth teammates to perform research, as needed, to answer questions, problem-solve, and provide information to tax and legal partners.
• Provides ongoing support of Trust and Wealth tax reporting requirements including tracking and account maintenance and interaction with third party fiduciary tax preparation services.
• Performs tasks related to annual fiduciary income and other tax filing and reporting activities.
• Provides support for Trust and Wealth team business development efforts including preparation of presentation materials, conference coordination and attendance, scheduling, and pipeline tracking.
• Serves as the first point of contact for client requests.
• Coordinates internal meetings and conference calls with internal and line of business partners.
• Maintains good punctuality and attendance to work.
• Follows Bank policy, procedures, and guidelines.

Benefits

• generous PTO
• 401(k) matching
• health, dental, vision (and pet!) insurance
• special perks and discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 501-1,000 employees