Trust Operations & Client Support Specialist

Arvest Bank; Bella Vista (AR); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Health benefits

Life insurance

Wellness program

Job summary

Arvest Wealth Management in Bella Vista, AR is seeking a Trust Support Specialist to provide administrative support and superior client service for all trust accounts. You will open and close accounts, prepare disbursements, manage daily alerts, and coordinate tax-related coding and reporting.

This full-time role is Monday–Friday 8 am–5 pm with occasional extra hours. Requirements include a High School Diploma or GED, 2 years of business-related experience, and knowledge of bank products and

Qualifications

• High School Diploma or GED required.
• 2 years of business-related experience required; Trust, Investment, and/or Bank administrative support work preferred.
• Basic knowledge of Bank products and services required.
• Basic knowledge of taxation required.
• Intermediate level user of MS Office and/or Google programs required.
• Completion of Trust Support training coursework required within 18 months of employment.
• Associate or bachelor’s degree preferred.
• Relevant military experience is considered for veterans and transitioning service members.

Responsibilities

• Interact daily with internal and external contacts to ensure all account activity is processed timely.
• Assist Trust Officer and clients with problem resolution and account maintenance.
• Assist Trust Officer in meeting clients’ reporting needs as well as responding to clients’ inquiries regarding statements, transactions, and tax matters.
• Review daily transactions for overdrafts and accuracy in spelling, delivery and amount.
• Assist Trust Officer in maintaining tax coding and assist in producing all tax documents needed to file timely returns and process payments required.
• Coordinate transition of new accounts including account set-up packet, transfer of assets, and all coding.
• Perform routine administrative activities including answering phone calls and email, sorting incoming physical mail, staying current on imaging and filing, working with Trust Unique Assets to coordinate various vendors, and various special projects as assigned.
• Assist Trust Officer and Unique Assets team in securing and booking special assets including personal property and real property.
• Initiate monthly account reviews in ARS for the Trust Officer to review, complete, and sign.
• Input Trust Officer call information into Client Link and Profiler.
• Schedule Standby Trust Review meetings for Trust Officer.
• Identify and make referrals to all bank partners.
• Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program.

Skills

MS Office

Google Workspace

Bank products knowledge

Taxation basics

Trust training completion within 18 mo

Education

High School Diploma or GED

Associate or Bachelor’s degree preferred

Tools

MS Office

Google programs

Job description

Arvest Wealth Management in Bella Vista, AR is seeking a Trust Support Specialist to provide administrative support and superior client service for all trust accounts. You will open and close accounts, prepare disbursements, manage daily alerts, and coordinate tax-related coding and reporting.

This full-time role is Monday–Friday 8 am–5 pm with occasional extra hours. Requirements include a High School Diploma or GED, 2 years of business-related experience, and knowledge of bank products and