Trust Operations & Escrow Admin Specialist

Southwest National Bank; Forest Hills (KS); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive benefits: health, dental,

Job summary

Southwest National Bank is seeking a Trust Operations & Escrow Administrative Assistant in Wichita, KS. This role handles posting transactions, settlement of trades, asset transfers, and the Seller Financed Escrow program to support the Trust & Wealth Management team.

The ideal candidate has strong math skills, high accuracy, advanced Excel and relevant experience in banking or related fields, with clear communication for client and broker interactions.

Qualifications

• Strong core math skills with knowledge of bookkeeping or trust accounting principles.
• High-volume data entry with near-zero error rates and tight deadlines.
• Advanced Excel (VLOOKUP, pivot tables) and familiarity with financial databases or trust accounting software.
• Clear verbal and written communication with clients, brokers, and internal advisors.
• HS diploma required; bachelor’s in finance, accounting or business preferred; 1–3 years in a banking, brokerage or legal environment a plus.

Responsibilities

• Post daily cash deposits, dividend receipts, interest, and trust income into the accounting system.
• Process complex corporate actions and reconcile daily investment trades.
• Manage end-to-end asset transfers and cost basis for inherited assets.
• Audit daily logs against ledgers to ensure compliance with trust regulations.
• Execute daily cash sweeps and track pledged assets for fiduciary accounts.
• Administer Seller Financed Escrow; track payments and manage disbursements.
• Maintain electronic files and ensure compliant document uploads to client accounts.
• Engage in cross-training across Trust & Wealth Management functions.

Skills

Financial literacy

Exceptional accuracy

Technical proficiency

Communication skills

Education & experience awareness

Education

High School Diploma or equivalent

Bachelor’s Degree in Finance, Accounting, or Business

1–3 years in banking, brokerage, or legal environment

Tools

Microsoft Excel

Trust accounting software

Financial databases

Job description

Southwest National Bank is seeking a Trust Operations & Escrow Administrative Assistant in Wichita, KS. This role handles posting transactions, settlement of trades, asset transfers, and the Seller Financed Escrow program to support the Trust & Wealth Management team.

The ideal candidate has strong math skills, high accuracy, advanced Excel and relevant experience in banking or related fields, with clear communication for client and broker interactions.