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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 on-site work.
QUALIFICATIONS | EDUCATION | EXPERIENCE | SKILLS
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.
- 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 Core 5 values with customers and coworkers.
HOURS OF AVAILABILITY: Regularly Scheduled Hours/Week: 40 (+) | 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.
- Protect all customer information and bank operations through strict confidentiality.
- Operate computer software and equipment, telephone, scanner, copier, and develop proficiency with internal banking systems and trust software.
- Maintain a valid driver's license, reliable transportation, punctual attendance, and the ability to work on-site with occasional extended hours when necessary.
- Perform additional duties as 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
Possess sufficient mobility to work in a standard office setting. Perform repetitive hand, arm, wrist, and finger movements while handling currency, documents, and/or office equipment. Substantial time may be spent on the telephone, operating computers, reaching, sitting, and/or standing while occasionally stooping, kneeling, or crouching. The employee must have the ability to speak and hear well enough to carry on customer interactions, conversations, and presentations both in-person and over telecommunications. Have near/far visual acuity to identify customers, currency, and reading materials in printed or electronic format. The employee must occasionally lift and move up to 10 pounds. Ability to hold a valid driver's license with access to a vehicle that can be used for business travel purposes.
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 numbers. The position also requires the ability to read and interpret documents and draft routine written communications.
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