Trust Administration Specialist

National Bank of Sallisaw; Fort Smith (AR); Hybrid; USD 42,000 - 54,000; Full time

Job summary

National Bank of Sallisaw is seeking a Personal Trust Administrator to perform routine clerical and account administration tasks within the Trust department. You will draft correspondence, maintain files, and support trust officers using Synergy and Microsoft Office.

This full-time, non-exempt role requires attention to detail, organization, and excellent written and verbal communication. You will assist in life insurance trusts and prepare annual trust-related statements and documents.

Qualifications

• High School diploma or GED required.
• Six months to one year related experience preferred.
• Proficient Microsoft Office skills.

Responsibilities

• Assist Personal Trust officers in account administration and correspondence.
• Prepare and research trust documentation; open accounts and process transfers.
• Support life insurance trusts; pay premiums and maintain related spreadsheets.
• Prepare annual court and cemetery association accountings.
• Back up other Personal Trust Administrators and serve on Trust committees.
• Transmit information to customers by computer, mail, or fax.

Skills

Accountability

Customer oriented

Friendly

Honesty & integrity

Relationship building

Reliability

Organized

Oral communication

Written communication

Accuracy

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

National Bank of Sallisaw is seeking a Personal Trust Administrator to perform routine clerical and account administration tasks within the Trust department. You will draft correspondence, maintain files, and support trust officers using Synergy and Microsoft Office.

This full-time, non-exempt role requires attention to detail, organization, and excellent written and verbal communication. You will assist in life insurance trusts and prepare annual trust-related statements and documents.