Trust Administrator

Hancock Whitney Corp.; Saint Petersburg (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Hancock Whitney Corp. in Florida seeks a Trust Administrator to provide administrative and operational support to Trust Relationship Manager or Advisor, delivering excellent client service while contributing to Wealth Management goals.

You will handle account openings/closings, transfer of funds, document management, and timely follow up on client issues while coordinating with advisors to resolve more complex matters in a compliant manner.

Qualifications

• High School diploma or GED required; Bachelor's degree preferred.
• At least 2 years of administrative support experience in trust-related areas preferred.

Responsibilities

• Serve as administrative contact for clients and third-party providers.
• Provide superior client service by handling inbound calls and resolving inquiries.
• Own issues and ensure proper follow up.
• Consult with Trust Advisor/Relationship Managers on complex issues.
• Coordinate document management and account reviews.
• Facilitate money transfers (checks, wires, ACH, internal) per policy.
• Monitor cash levels and review transactions for proper postings.

Skills

Customer service

Administrative support

Microsoft Office

Analytical skills

Education

Bachelor's degree in Business, Finance, or Accounting

Tools

Microsoft Excel

Microsoft Word

Job description

Thank you for your interest in our company!

JOB FUNCTION / SUMMARY:

Trust Administrators provide administrative and operational support to assigned Trust Relationship Manager or Advisor (s) by delivering excellent customer service while contributing to the overall goals and objectives of Wealth Management. This support includes research and resolution of client issues, the administration of account opening and closing and facilitation of the transfer of funds at the direction of their assigned Relationship Manager or Advisor.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Serves as the administrative contact for clients and third party providers in the servicing of client accounts and relationships.
• Provide superior client service in responding to inbound calls from clients and resolving inquires or requests related to their accounts.
• Assume ownership of issues and deliver proper follow up.
• Consults with Trust Advisor/Relationship Managers regarding more complex issues.
• Identifies opportunities to enhance client experience through independent identification of account issues.
• Assist Trust Advisor/Relationship Manager in tasks required in administering accounts including: document management (imaging, faxing, photocopying, maintaining files).
• Coordinate with Trust Advisor/Relationship Manager to complete assigned account administrative reviews and timely exception remediation.
• Facilitate money transfers in accordance with bank policy - checks, wires, ACH, internal transfers.
• Monitor cash levels in accounts.
• Review transactions to identify errant transactions and ensure proper postings.
• Support departmental projects on an as needed basis.
• Analyze trust/financial information, react accordingly and prioritizes as appropriate.
• Keeps current with all laws and regulations applicable to primary Trust function.
• May serve as backup to other Wealth Management Administrative Assistants as needed.

All duties require an awareness and adherence to policies/procedures and compliance requirements 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 & KNOWLEDGE:

High School diploma or GED required. Bachelor's degree in Business, Finance, or Accounting strongly preferred. Requires at least 2 years of administrative support experience, preferably in one or more of the following areas: 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. Duties are varied and complex and necessitate use of excellent judgement and analytical skills. Basic knowledge and understanding of banking industry and Trust administration and operations preferred. Proficiency with Microsoft Office applications; basic Excel and Word skills required.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

• Ability to travel if required to perform the essential job functions
• Ability to work under stress and meet deadlines
• Ability to operate related equipment to perform the essential job functions
• Ability to read and interpret a document if required to perform the essential job functions
• Ability to lift/move/carry approximately 10 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.

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.

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.

Learn more at hancockwhitney.com/ourstory