Trust and Wealth Management Office Manager - Little Rock, AR - Job

Delphi Technologies; Little Rock (AR); On-site; USD 40,000 - 80,000; Full time

Job summary

An established financial services provider is seeking a dedicated Office Manager for its Trust and Wealth Management department. In this full-time role, you will oversee account management, ensuring compliance with policies and delivering exceptional customer service. Your expertise in financial services and strong administrative skills will be essential as you manage workflows and maintain confidentiality. This position offers an opportunity to work on-site in a collaborative environment, where your contributions will directly impact client satisfaction and operational efficiency. If you thrive in a dynamic setting and are passionate about fostering teamwork, this role is perfect for you.

Qualifications

• 4+ years of executive-level administrative experience required.
• Ability to read and interpret legal documents is preferred.

Responsibilities

• Manage account opening, maintenance, and review for trust and wealth management.
• Ensure operational excellence and customer satisfaction.

Skills

Critical Thinking

Problem Solving

Customer Service

Time Management

Confidentiality

Education

High School Diploma or GED

Post Secondary Education

Tools

MS Office

Trust Software

Fi-Tek

Job description

Trust and Wealth Management Office Manager

Full-Time/Part-Time: Full-Time

Location: Rivermarket

Description:

First Security Bank offers career opportunities for diverse, professional and energetic individuals who foster a culture that values critical thinking, problem solving and who execute operational excellence.

Important: Please note that we do not accept resumes and encourage applicants to include work history on our formal application available via the "Apply Now" link.

SUMMARY:

Responsible for all aspects of account opening, maintenance, and review related to the Central Arkansas Trust and Wealth Management department. Assists department Officers in performing, monitoring and documentation of various functions and responsibilities required in concurrence with established policies and procedures. This position also requires employees to work on-site.

QUALIFICATIONS | EDUCATION | EXPERIENCE:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Candidate must be, at a minimum, 18 years of age.
• High School Diploma or GED required.
• Post Secondary Education preferred.
• Previous working knowledge of financial services and of IRA accounts as required by regulatory bodies is highly preferred.
• Work experience which included ability to read, analyze, and interpret various types of legal documents such as contracts, leases, agreements, court orders, and regulations to extract key information highly preferred.
• At least 4 years of progressively responsible experience of executive-level administrative work, strategic planning and record maintenance is required.
• Ability to adapt to changing conditions and work assignments.
• Ability to work on multiple projects simultaneously, managing time and resources to ensure work is completed efficiently. Self-directed, use initiative to identify needs and conceptualize how to meet those needs.

APPLICANTS: To be considered for this position, applicants must be available during the required hours listed below - We encourage applicants to reflect this accurately on the application.

Required Regular Scheduled Hours/Week: 40 hrs

Hours of availability: Monday- Friday 8:00am-5:00pm | *Extended working hours may be required.

ESSENTIAL DUTIES AND RESPONSIBILITIES | MENTAL DEMANDS:

• Maintain strict privacy regarding customer account information. Maintain customer confidence and protect bank operations by keeping information confidential.
• Provide internal and external customers with exceptional customer service and execute operational excellence. When on the telephone: Speak with a smile, call them by name, stay connected in the conversation and let them know they are appreciated.

OFFICE MANAGEMENT DUTIES:

• Manage workflow to ensure proper functioning of day-to-day operations.
• Maintain office services by organizing office operations and procedures, controlling correspondence and communication, designing filing systems, equipment procurement and ensuring that administrative duties are handled efficiently.
• Assemble, prepare, and distribute monthly Trust Committee packet, including related reporting requirements.
• Prepare, coordinate, and distribute annual client tax reporting documents to officers, clients, and client’s advisors. Ensure accuracy of tax reporting documents.
• Coordinate the initial and annual, internal, and external account review process with Officers for client’s accounts.
• Work directly with other offices in the department to ensure consistency in reporting and maintain the highest standard of client service and satisfaction.
• Set priorities, direct, and delegate responsibilities to staff as needed. Approach team in a professional and tactful manner.
• Supervise transactions completed by other employees to ensure accuracy.
• Foster teamwork with co-workers and take actions which assist others beyond job responsibilities, and have a positive impact on co-workers, Crews Employees, and clients.
• Ensure that Officers have what is needed for client and prospective client meetings and timely processing of new business, follow-up and service work is completed. Oversee the practice so Officers have maximum time to take care of clients.
• Ensure that department events are executed by staff and serve as backup support if needed.
• Maintain and sync office calendar, track workflow/deadlines, troubleshoot glitches.
• Perform other tasks as assigned by management.

OPERATIONAL DUTIES:

• Assist with operational issues using Trust Software to deposit funds or process distributions.
• Open new accounts, obtain required information and verify accuracy. Set up and maintain related files and documentation. Use clear, logical steps and excellent judgement to understand an issue from all angles before executing an action. Calculate figures and amounts such as discounts, interest, percentage, and volume.
• Check transaction reports to determine accuracy, identify discrepancies and resolve when needed.
• Respond to customer requests, provide information, and resolve problems when needed.
• Assist clients and Officers in understanding current IRA regulations.
• Compose letters of instruction and/or authorization.
• Complete account transfer documentation required by transferring brokerage firm, bank trust department or financial institution.
• Perform miscellaneous duties such as: type correspondence and documents; answer telephones and take messages; greet visitors, make travel arrangements; make copies; mail printed materials; file; maintain reference books and materials.
• Operate computer, keyboard, telephone, scanner, and copier. Strong computer skills including strong knowledge in MS Office Outlook, typing, 10 key and the internet. Proficiency with internal bank software, Trust Software and Fi-Tek will be required.
• Must be able to arrive at work on time, work on site and work cooperatively with other co-workers.
• Complete all on-line compliance Teal Training courses timely.
• Work location and/or additional duties may be assigned or required by management.

SUPERVISORY RESPONSIBILITIES:
This position will be expected to take a lead role and be the go-to-person in the department. This position will not make decisions to hire, terminate, discipline, and evaluate employee performance.

SOFT SKILLS:

Foster a culture that values critical thinking and problem solving, engagement, inclusion, diversity, and execute operational excellence. Establish positive and productive work relationships; able to generate trust, ability, and willingness to give and receive honest, balanced feedback. Willingness to adhere to a strict ethical code of conduct.

PHYSICAL DEMANDS AND WORK ENVIRONMENT INFORMATION:

Physical Demands:
The employee must possess sufficient mobility to work in and move about in a standard office setting and sufficient hand, arm, and finger dexterity to operate a computer keyboard and other office equipment. Substantial time may be spent on the telephone and working on a computer, sitting and/or standing. The employee must have the ability to hear and articulate well enough to carry on a normal conversation, both in person and over the telephone. Visual abilities required by this job include the ability to read materials in either a printed format or on a computer screen. The employee must occasionally lift and move up to 10 pounds.

The work environment described here is representative of what an employee encounters while performing the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Mental Demands:
The duties of this position require the ability to maintain attention to detail and complete work projects accurately in a short amount of time, despite interruptions. The employee must have the ability to maintain confidentiality and professionalism in all situations. The position also requires the ability to read and interpret documents and draft written communications.

Position Requirements:

EOE Statement: First Security Bank is an equal employment and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), age, genetics, national origin, status as a veteran or protected veteran, or status as a qualified individual with a disability or any other classification protected by federal or state law.

Should you need assistance in completing the application, please let us know. First Security Bank will seek to provide individuals with disabilities (including applicants and employees) with reasonable accommodations necessary for the completion of the application process.

About the Organization: Based in Searcy, Arkansas, privately-held First Security Bancorp has the most complete and diverse product offering of any Arkansas-based financial services holding company. First Security can meet any financing need - right here in Arkansas.

With more than 1,000 employees covering locations throughout the state, we offer solutions for the financial needs of individuals, businesses and the public sector, including a network of local community banks, respected investment banking and wealth management services, public finance, real estate development and revitalization, leasing and mortgage services.

This position is currently accepting applications.