Trust Assistant (Nashville)

Argent Financial Group; Nashville, Northern (TN, KY); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Argent Financial Group is seeking a Trust Assistant in Nashville to support Trust Officers and the Portfolio Manager with daily operations, account maintenance, and client communications. The role is salaried, non-exempt, and overtime requires pre-approval.

The position involves preparing trust documentation, handling transactions, coordinating tax reporting, and preparing client presentations. Candidate should have a Bachelor’s degree in Business Administration, Banking, Finance, or a related

Qualifications

• Bachelor’s degree required in Business Administration, Banking, Finance, Accounting, or related field.
• Three to five years of related experience or an equivalent combination of education and experience.

Responsibilities

• Supports Trust Officer(s) and Portfolio Manager(s) with trust transactions (disbursements, income, etc.) and investment trades.
• Prepares discretionary request documentation for Trust Committee and maintenance for special assets.
• Opens, closes and maintains accounts; monitors cash balances for overdrafts or large balances.
• Coordinates tax reporting; performs research, documentation and data entry as requested.
• Prepares client and marketing presentations; corresponds with clients and prospects in a professional manner.
• Answers routine client questions and processes incoming/outgoing mail; maintains organized records.

Education

Bachelor’s degree in Business Administration, Banking, Finance, Accounting, or related field

Job description

This position reports directly to the Market President to support the activities of the local market. This position is salaried, non-exempt. The Trust Assistant will be required to accurately report time worked. All overtime must be pre-approved.

Job Location:

• Provide administrative and clerical support for Trust Officer(s) and Portfolio Manager(s), including, but not limited to, trust transactions (disbursements, income, etc.), submitting investment trades, preparation of correspondence as requested, preparation of discretionary request documentation for Trust Committee, preparation and/or facilitation of maintenance for special assets.
• Opening, closing and maintenance of accounts
• Monitoring of cash balances for overdrafts or large balances
• Coordination of tax reporting
• Perform research, documentation and database input as requested
• Preparation of client and marketing presentations
• Corresponds with clients, centers of influence and prospects while maintaining a professional yet personable level of communication and interaction
• Handles routine questions from clients
• Process incoming and outgoing mail
• Maintaining excellent and well-organized records and files
• May attend meetings with officer(s) as necessary
• Answer phones and greet visitors, clients, centers of influence and prospects

Duties & Responsibilities:

Performs any and all other duties assigned by the Market President for which the employee is qualified and physically able to perform with or without reasonable accommodations.

Qualifications:

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. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Education:

Bachelor’s degree in Business Administration, Banking, Finance, Accounting, or related field; three to five years of experience required in a field related to the position, or an equivalent combination of education and experience.