Trust Administrator

Hancock Whitney Corp.; The Villages (FL); On-site; USD 60,000 - 85,000; Full time

Job summary

Hancock Whitney Corp. seeks a Trust Administrator 2 to provide administrative and operational support to Trust Advisors, delivering top-tier client service and enabling efficient account openings, closings, and fund transfers.

This role also assists with more complex client relationships and participates in business development activities, ensuring compliance with banking laws and internal policies.

Qualifications

• High School diploma or GED required; Bachelor's degree preferred.
• 4 years of related experience in trust administration, compliance, or financial operations is expected.
• Proficiency with Microsoft Office; basic Excel and Word skills required.

Responsibilities

• Serves as administrative contact for clients and third-party providers in servicing accounts.
• Deliver superior client service by responding to inquiries and resolving account-related requests.
• Own issues and follow up to ensure timely resolution.
• Assist Trust Advisors/Relationship Managers with complex cases and business development.

Skills

Trust Administration

Trust compliance

Employee Benefits

Stock Transfer

Brokerage Operations

Financial Analysis

Education

High School diploma or GED

Bachelor's degree in Business, Finance, or Accounting

Tools

Microsoft Office

Excel

Word

Job description

Thank you for your interest in our company! Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.

JOB FUNCTION / SUMMARY:

Trust Administrators provide administrative and operational support to assigned Trust Advisor/ Relationship Manager (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 procedures and facilitation of the transfer of funds. The Trust Administrator 2 position assists and supports Trust Advisor/Relationship Manager(s) with more complex relationships and in business development activities.

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 inquiries or requests related to their accounts.
• Assume ownership of issues and deliver proper follow up.
• Consults with Advisor/Relationship Managers regarding more complex issues but requires the ability to work independently with little supervision.
• 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.
• Prepare discretionary requests, with required documentation for Trust Advisor/Relationship Manager review.
• Facilitate money transfers in accordance with bank policy – checks, wires, ACH, internal transfers.
• Monitor cash levels for assigned client 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 prioritize 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 4 years of related experience preferably 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. 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 required. 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