Trust Admin Assistant

First Security Bank•Searcy, AR

2d•Onsite

About The Position

First Security Bank is seeking a professional, energetic, and team-oriented individual to join our team as a Trust Admin Assistant! In this role, you will execute daily operational procedures for a variety of Trust and Wealth Management accounts, including IRAs, trusts, bonds, estates, agencies, escrows, and retirement plans while ensuring full compliance with all policies, procedures, and regulatory standards. This position requires on-site work.

Requirements

Must be at least 18 years of age.
High School Diploma or GED is required.
Bachelor's degree in finance, business, accounting, or related field required; or 5+ years experience in accounting, payroll, bookkeeping or related field required.
Proficiency with Outlook, Word, Excel, typing, 10-key, and internet navigation required.
Commitment to demonstrating First Security's Core 5 values with customers and coworkers.
Ability to maintain attention to detail and complete work projects accurately in a short amount of time, despite interruptions.
Ability to interact with customers/coworkers in a calm and patient manner and maintain confidentiality and professionalism in all situations.
Ability to use basic mathematical skills, including adding, subtracting, multiplying, and dividing numbers.
Ability to read and interpret documents and draft routine written communications.

Nice To Haves

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.

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.
Protect all customer information and bank operations through strict confidentiality.
Operate computer software and equipment, telephone, scanner, and copier, and develop proficiency with internal banking systems and trust software.
Maintain reliable transportation, punctual attendance, and the ability to work on-site with occasional extended hours when necessary.
Perform additional duties as assigned by management.