Trust Administration & Compliance Specialist

First National Bank Of Hutchinson; Hutchinson (KS); On-site; USD 52,000 - 78,000; Full time

Job summary

First National Bank Of Hutchinson in Hutchinson, KS is seeking an Assistant Trust Administrator to provide administrative, accounting and client service support for fiduciary accounts, ensuring compliance and accurate recordkeeping.

Responsibilities include onboarding new accounts, transferring and re-registering securities, gathering estate assets, arranging appraisals, and preparing account reviews while maintaining confidentiality.

Qualifications

• Detail oriented with strong organizational skills.
• Ability to multi-task and manage priorities and problem solving skills.
• Ability to identify and escalated issues as appropriate.
• Strong time management skills, ability to adapt and be flexible.
• Ability to work overtime if needed.
• Must follow and maintain knowledge of policies and procedures and recognize the necessity for strict client confidentiality.
• Communicate in a clear and service oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
• Ability to proactively work with both clients and fellow team members.
• Ability to maintain a regular, predictable attendance

Responsibilities

• Coordinate onboarding for new accounts and ensure forms are completed.
• Assist in transferring and re-registering securities for new or estate accounts.
• Assist in gathering estate assets and accompanying the administrator if needed.
• Coordinate appraisals on asset inventory for trusts/estates.
• Assist in preparing administrative pre-acceptance, post-acceptance and annual reviews.
• Receive and process client remittances and bill payments with proper authorization.
• Monitor overdrafts and address upcoming ones.
• Support day-to-day client contact and service delivery.
• Maintain proper account settings, delivery of statements and tax reporting.
• Ensure compliance with procedures and assist with governing documents.
• Coordinate actions to close an account accurately and timely.

Skills

Detail oriented

Organizational skills

Multi-tasking

Time management

Communication

Client confidentiality

Problem solving

Customer service

Flexibility

Team collaboration

Job description

First National Bank Of Hutchinson in Hutchinson, KS is seeking an Assistant Trust Administrator to provide administrative, accounting and client service support for fiduciary accounts, ensuring compliance and accurate recordkeeping.

Responsibilities include onboarding new accounts, transferring and re-registering securities, gathering estate assets, arranging appraisals, and preparing account reviews while maintaining confidentiality.