Trust Administrator R014742 Position Available In Harrison, Mississippi
Tallo's Job Summary: The Trust Administrator R014742 provides trust administration services and support for client relationships within assigned RM team. Duties include serving as the administrative contact for clients, performing daily transactions, account maintenance, and responding to client inquiries. Minimum requirements include a high school education, 4 years of administrative support experience, and basic knowledge of trust administration. This position does not have supervisory responsibilities.
Job Description
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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 departmentsMay serve as backup to Trust receptionist periodically for vacation, illness, and lunch breaks.
Attends Trust school and continuing education/training classesAll 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 deadlinesAbility to operate a keyboard if required to perform the essential job functionsAbility to read and interpret a document if required to perform the essential job functionsAbility to travel if required to perform the essential job functionsAbility 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.
DISCLAIMERThis 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
TIMEEqual Opportunity/Affirmative Action Employers. All ualified 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.
