Trust and Wealth Management Office Manager

First Security Bank offers career opportunities for diverse, professional and energetic individuals who foster a culture that values critical thinking, problem solving and who execute operational excellence.

Important: Please note that we do not accept resumes and encourage applicants to include work history on our formal application available via the "Apply Now" link.

Summary

Responsible for all aspects of account opening, maintenance, and review related to the Central Arkansas Trust and Wealth Management department. Assists department Officers in performing, monitoring and documentation of various functions and as responsibilities required in concurrence with established policies and procedures. This position also requires employees to work on-site.

QUALIFICATIONS |EDUCATION | EXPERIENCE:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Candidate must be, at a minimum, 18 years of age.
• High School Diploma or GED required.
• Post Secondary Education preferred.
• Previous working knowledge of financial services and of IRA accounts as required by regulatory bodies is highly preferred.
• Work experience which included ability to read, analyze, and interpret various types of legal documents such as contracts, leases, agreements, court orders, and regulations to extract key information highly preferred.
• At least 4 years of progressively responsible experience of executive-level administrative work, strategic planning and record maintenance is required.
• Ability to adapt to changing conditions and work assignments.
• Ability to work on multiple projects simultaneously, managing time and resources to ensure work is completed efficiently. Self-directed, use initiative to identify needs and conceptualize how to meet those needs
  
  

APPLICANTS: To be considered for this position, applicant must be available during the required hours listed below - We encourage applicant to reflect this accurately on the application.

Required Regular Scheduled Hours/Week: 40 hrs

Hours of availability: Monday- Friday 8:00am-5:00pm | *Extended working hours may be required.

ESSENTIAL DUTIES AND RESPONSIBILITIES | MENTAL DEMANDS

• Maintain strict privacy regarding customer account information. Maintain customer confidence and protect bank operations by keeping information confidential.
• Provide internal and external customers with exceptional customer service and executes operational excellence. When on the telephone: Speak with a smile, call them by name, stay connected in the conversation and let them know they are appreciated.
  
  

Office Management Duties

• Manage workflow to ensure proper functioning of day-to-day operations.
• Maintain office services by organizing office operations and procedures, controlling correspondence and communication, designing filing systems, equipment procurement and ensure that administrative duties listed below are being handled efficiently.
• Assemble, prepare, and distribute monthly Trust Committee packet, including related reporting requirements.
• Prepare, coordinate, and distribute annual client tax reporting documents to officers, clients, and client’s advisors. Ensure accuracy of tax reporting documents.
• Coordinate the initial and annual, internal, and external account review process with Officers for client’s accounts.
• Work directly with other offices in the department to ensure consistency in reporting and maintain the highest standard of client service and satisfaction.
• Set priorities, direct, and delegate responsibilities to staff as needed. Approaches team in a professional and tactful manner
• Supervise transactions completed by other employees to ensure accuracy.
• Foster teamwork with co-workers and take actions which assist others beyond job responsibilities, and have a positive impact on co-workers, Crews Employees, and clients.
• Ensure that Officers have what is needed for client and prospective client meetings and timely processing of new business, follow-up and service work is completed. Oversees the practice so Officers have maximum time to take care of clients.
• Ensure that department events are executed by staff and serve as a backup support if needed.
• Maintain and synch office calendar, track workflow/deadlines, troubleshoot glitches.
• Perform other tasks as assigned by management.
  
  

Operational Duties

• Assist with operational issues using Trust Software to deposit funds or process distributions.
• Open new accounts, obtain required information and verify accuracy. Set up and maintain related files and documentation. Use clear, logical steps and excellent judgement to understand an issue from all angles before executing an action. Calculate figures and amounts such as discounts, interest, percentage, and volume.
• Check transaction reports to determine accuracy, identify discrepancies and resolve when needed.
• Respond to customer requests, provide information, and resolve problems when needed.
• Assist clients and Officers in understanding current IRA regulations.
• Compose letters of instruction and/or authorization.
• Complete account transfer documentation required by transferring brokerage firm, bank trust department or financial institution.
• Perform miscellaneous duties such as: type correspondence and documents; answer telephones and take messages; greet visitors, make travel arrangements; make copies; mail printed materials; file; maintain reference books and materials.
• Operate computer, keyboard, telephone, scanner, and copier. Strong computer skills including strong knowledge in MS Office Outlook, typing, 10 key and the internet. Proficiency with internal bank software, Trust Software and Fi-Tek will be required.
• Must be able to arrive at work on time, work on site and work cooperatively with other co-workers.
• Complete all on-line compliance Teal Training courses timely.
• Work location and/or additional duties may be assigned or required by management.
  
  

Supervisory Responsibilities

This position will be expected to take a lead role and be the go-to-person in the department. This position will not make decisions to hire, terminate, discipline, and evaluate employee performance.

Soft Skills

Foster a culture that values critical thinking and problem solving, engagement, inclusion, diversity, and execute operational excellence. Establish positive and productive work relationships; able to generate trust, ability, and willingness to give and receive honest, balanced feedback. Willingness to adhere to a strict ethical code of conduct.

PHYSICAL DEMANDS AND WORK ENVIRONMENT INFORMATION

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. Substantial time may be spent on the telephone and 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 the telephone. 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 accommodations 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 have the ability to maintain confidentiality and professionalism in all situations. The position also requires the ability to read and interpret documents and draft written communications.