Arvest Wealth Management Trust Support Specialist Position Available In Washington, Arkansas

This job was posted by https://www.arjoblink.arkansas.gov : For moreinformation, please see: https://www.arjoblink.arkansas.gov/jobs/4489628Under general supervision, the Trust Support Specialist is responsiblefor providing administrative support and superior customer service forall clients which includes opening and closing accounts, preparingdisbursements, managing daily alerts, assisting with requiredadministrative reviews, managing cash needs, setting and maintainingcoding for tax purposes; and coordinating responses to customerinquiries. Maintains clear communication, is detail oriented, flexible,and able to prioritize and think through processes.

We are seeking candidates who embrace diversity, equity, and inclusionin a workplace where everyone feels valued and inspired.•What Youll Do at

Arvest:

•(Other duties may be assigned.)Interact daily with internal and external contacts to ensure all accountactivity is processed timely. This includes deposits, distributions,wire transfers, DDA transfers and receipts. Manages a cash balance sheetto ensure adequate cash positions remain in each account and brings cashneeds to the attention of the trust officer.

Assist Trust Officer and clients with problem resolution and accountmaintenance. Manages the day-to-day operational issues regardingtransactions by performing research and serving as liaison between trustoperations and Trust Officer and/or client.

Assist Trust Officer in meeting clients reporting needs as well asresponding to clients inquiries regarding statements, transactions, andtax matters.

Review daily transactions for overdrafts and accuracy in spelling,delivery and amount.

Assist Trust Officer in maintaining tax coding and assist in producingall tax documents needed to file timely returns and process paymentsrequired.

Coordinate transition of new accounts including account set-up packet,transfer of assets, and all coding. Also coordinates disposition ofassets, final fees, and final tax reporting for closed accounts.

Perform routine administrative activities including answering phonecalls and email, sorting incoming physical mail, staying current onimaging and filing, working with Trust Unique Assets to coordinatevarious vendors (i.e., lawn service, caretakers, etc.), and variousspecial projects as assigned.

Assist Trust Officer and Unique Assets team in securing and bookingspecial assets including personal property and real property.

Initiate monthly account reviews in ARS for the Trust Officer to review,complete, and sign.

Input Trust Officer call information into Client Link and Profiler.

Schedule Standby Trust Review meetings for Trust Officer.

Identify and make referrals to all bank partners.

Understand and comply with bank policy, laws, regulations, and thebank’s BSA/AML Program, as applicable to your job duties. This includesbut is not limited to; complete compliance training and adhere tointernal procedures and controls; report any known violations ofcompliance policy, laws, or regulations and report any suspiciouscustomer and/or account activity.