Personal Trust Admin

The First National Bank of Fort Smith • Fort Smith, AR

29d

About The Position

The Personal Trust Administrator performs routine clerical and administrative functions and supports Personal Trust officers with account administration. Duties include drafting correspondence, creating spreadsheets, scheduling meetings, organizing and maintaining paper and electronic files, operating telephones and office machines, using Microsoft Office and other computer systems, and filing.

The role also supports trust accounting activities, including opening and maintaining accounts, processing distribution and transfer requests, managing deposits and remittances, and preparing statements and tax worksheets. Additional responsibilities include administering life insurance trusts, preparing annual court and cemetery association accountings, transmitting documents to customers, and providing backup support to other Personal Trust Administrators and trust committees.

Requirements

• High school graduate or General Education Degree (GED).
• Six months to one year of related experience.
• Ability to use Microsoft Office is preferred.
• Ability to communicate effectively orally and in writing.
• Ability to perform work accurately and thoroughly and to follow an organized, systematic approach.
• Ability to complete assigned tasks under stressful situations.
• Ability to demonstrate accountability, customer orientation, friendliness, honesty and integrity, relationship building, reliability, and responsibility.
• Near and distance vision.
• Ability to use the telephone.

Nice To Haves

• Microsoft Office skills.

Responsibilities

• Assist Personal Trust officers with proofreading, transcribing handwritten information, composing correspondence in Word, creating Excel spreadsheets, researching and responding to customer inquiries, scheduling meetings, and scanning and indexing files and customer-related documents in Synergy.
• Complete documentation to open new accounts and process discretionary distribution forms, check requests, wire transfers, ACH transfers, and intra-system transfers.
• Queue deposits and maintain accounts, IPs, and remittances; print statements and tax worksheets as needed; and research account information.
• Send deposit due notices and Crummey letters for life insurance trusts, pay insurance premiums, and maintain the related tracking spreadsheet.
• Request life insurance illustrations and file life insurance claims.
• Prepare annual court and cemetery association accountings, submit them to the appropriate parties, and follow up for approval or acceptance.
• Back up other Personal Trust Administrators as needed, including serving as Secretary for the Trust Administrative Committee, Trust Investment Committee, and Directors Trust Committee.
• Transmit information or documents to customers using computers, mail, or facsimile machines.
• Perform routine clerical and administrative duties, including organizing and maintaining files, operating telephones and office machines, and filing.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED