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SUMMARY
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.
QUALIFICATIONS | EDUCATION | EXPERIENCE | SKILLS | AVAILABILITY
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The items listed below are representative of the knowledge, skill, and/or abilities necessary for this position.
- Candidates must be at a minimum, 18 years of age.
- High School Diploma or GED is required.
- Bachelor’s degree in finance, business, accounting, or related field is preferred.
- 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.
HOURS OF AVAILABILITY: Regularly Scheduled Hours/Week: 40 hours | Monday – Thursday: 7:45am – 4:30pm | Friday: 7:45am-5:00pm | Extended working hours may be required.
ESSENTIAL DUTIES AND 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.
SOFT SKILLS
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.
PHYSICAL DEMANDS
The employee must possess sufficient mobility to work in and move about in a standard office setting and sufficient hand, arm, and finger dexterity to operate a computer keyboard and other office equipment. Repetitive movement of the wrist, hands, and fingers may be required. Substantial time may be spent on the telephone, working on a computer, sitting and/or standing. The employee must have the ability to hear and articulate well enough to carry on a normal conversation, both in person and over telecommunications. Visual abilities required by this job include the ability to read materials in either a printed format or on a computer screen. The employee must occasionally lift and move up to 10 pounds.
The work environment described here is representative of what an employee encounters while performing the essential functions of this job successfully. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
MENTAL DEMANDS
The duties of this position require the ability to maintain attention to detail and complete work projects accurately in a short amount of time, despite interruptions. The employee must be able to interact with customers/coworkers in a calm and patient manner and maintain confidentiality and professionalism in all situations. The employee must be able to use basic mathematical skills including adding, subtracting, multiplying, and dividing whole numbers, fractions, and decimals. The position also requires the ability to read and interpret documents, articulate detailed information, and draft routine written communications, instructions and/or presentations.
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