Trust Administrator Position Available In Harrison, Mississippi
Tallo's Job Summary: The Trust Administrator provides trust administration services and support for client relationships within an assigned RM team. Responsibilities include serving as the administrative contact for clients, performing daily transactions, and maintaining trust accounting systems. This role requires at least a high school education with 4 years of administrative support experience, preferably in a financial services environment. Hancock Whitney is hiring for this position in Gulfport, MS.
Job Description
Trust Administrator Trust Administrator locations
Hancock Whitney Plaza – Gulfport, MS
time type
Full time
posted on
Posted 13 Days Ago
job requisition id
R014742 Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.
JOB FUNCTION / SUMMARY
Provides Trust administration services and support for client relationships within assigned RM team.
DUTIES & RESPONSIBILITIES
Essential Duties:
Serves as the administrative contact for clients and third party providers in the servicing of client accounts and relationships.
Performs and/or monitors daily transactions required in the administration of various client relationships and accounts.
Performs account maintenance on the Trust Accounting system including account opening and closing procedures.
Independently anticipates and responds to client inquiries and service requests.
Organizes and maintains files and prepares correspondence and reports as needed.
Additional Duties:
Reviews/studies plan documents to gain a full understanding of plan provisions.
Assists with annual account reviews and prepares monthly Trust Administrative Committee packages.
Keeps current with all laws and regulations applicable to primary Trust function (i.e.
IRS, DOL
).
Consults with Relationship Managers regarding more complex issues.
Serves as a liaison between Trust Administration and other bank departments
May serve as backup to Trust receptionist periodically for vacation, illness, and lunch breaks.
Attends Trust school and continuing education/training classes
All other duties/special projects as assigned.
Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
SUPERVISORY RESPONSIBILITIES
None
MINIMUM REQUIRED EDUCATION & EXPERIENCE
Requires at least a high school education with a bachelor’s degree in Business, Finance, or Accounting strongly preferred.
Requires at least 4 years of administrative support experience, preferably in a financial services environment.
Prefer 2 years in one or more of the following: Trust Administration, Trust compliance, Employee Benefits, Stock Transfer, Brokerage Operations, and/or Financial Analysis.
An equivalent combination of education and related experience or training may be considered.
MINIMUM REQUIRED KNOWLEDGE
Basic knowledge of Trust administration and operations.
Basic understanding of the banking industry.
Basic understanding of the specific trust discipline (Retirement Plans, Institutional, Corporate trusts, etc.)
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS
Ability to work under stress and meet deadlines
Ability to operate a keyboard if required to perform the essential job functions
Ability to read and interpret a document if required to perform the essential job functions
Ability to travel if required to perform the essential job functions
Ability to lift/move/carry approximately 25 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
DISCLAIMER
This job description is only valid as of the date it was revised. Please contact the HR Compensation Department to obtain the latest version. Information contained herein should be treated as confidential to Hancock Holding Company.
NOTHING IN THIS JOB DESCRIPTION RESTRICTS MANAGEMENT’S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THE JOB AT ANY TIME
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws. About Us When you choose a career with Hancock Whitney (
Nasdaq:
HWC), we pledge a heartfelt promise: You can grow. You have a voice. You are important. You also share in a rich regional heritage and embrace core values—timeless ideals vital to our culture since the 1800s—that inspire how we serve clients, communities, and each other: Honor & Integrity, Strength & Stability, Commitment to Service, Teamwork, and Personal Responsibility. A fast-growing organization consistently rated among America’s strongest, safest financial services institutions, our company is based in Gulfport, Mississippi. Our bank and subsidiaries provide contemporary, comprehensive consumer, commercial, and wealth financial products and services at regional headquarters and 200-plus financial centers across a vibrant Southeast corridor including Alabama, Florida, Louisiana, Mississippi, Tennessee, and Texas. Each day, our nearly 4,000 associates carry on a mission to help people achieve their financial goals and dreams. We come to work to create opportunities for the people we serve in the communities we call home. Together, we continue building a company solidly focused on being better, going beyond, and doing more to secure success for the people and businesses depending on us. Let our legacy lead to your future. now. Learn more at hancockwhitney.com/ourstory