Trust Operations Specialist

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

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