Trust Admin Assistant

First Security BankSearcy, AR
1dOnsite

About The Position

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! We are seeking a Trust Administrative Assistance who excels at building strong relationships, delivering exceptional service, and supporting the economic growth of our local communities. Under the guidance of Trust Officers and senior administrators, this role will be responsible for executing daily operational procedures for a variety of Trust and Wealth Management accounts. These include IRAs, trusts, bonds, estates, agencies, escrows, and qualified retirement plans. All activities must be performed in compliance with established policies, procedures, and regulatory standards. This position requires employees to work on-site.

Requirements

  • 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.

Nice To Haves

  • Bachelor’s degree in finance, business, accounting, or related field is preferred.

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.
  • Foster a culture that values high ethical conduct, critical thinking, problem solving, engagement, teamwork, and provides exceptional service.
  • Establish positive and productive work relationships that provide honest feedback that generates trust.
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