Trust Operations Specialist

Hancock Whitney; New Orleans (LA); On-site; USD 52,000 - 78,000; Full time

Job summary

Hancock Whitney in New Orleans seeks a Trust Administrator 2 to provide administrative and operational support to Trust Advisors, ensuring excellent client service and adherence to regulatory guidelines. The role involves handling account openings/closes, fund transfers, and documentation management.

The ideal candidate has a High School diploma or GED, with a Bachelor's degree preferred and about 4 years in related fields such as Trust Administration or Financial Analysis.

Qualifications

• High School diploma or GED required; Bachelor's degree preferred.
• At least 4 years of related experience in trust administration, compliance, or financial analysis.
• Proficiency with Microsoft Office; basic Excel and Word skills.

Responsibilities

• Serve as administrative contact for clients and third-party providers.
• Provide superior client service by responding to inbound calls and resolving inquiries.
• Own issues and ensure proper follow-up and resolution.
• Consult with Trust Advisors on complex issues; work independently with minimal supervision.
• Identify opportunities to enhance client experience and service quality.
• Coordinate with Trustees to complete account reviews and documentation.

Skills

Analytical skills

Customer service

Education

High School diploma or GED

Bachelor's degree in Business/Finance/Accounting

Tools

Microsoft Office

Excel

Word

Job description

Hancock Whitney in New Orleans seeks a Trust Administrator 2 to provide administrative and operational support to Trust Advisors, ensuring excellent client service and adherence to regulatory guidelines. The role involves handling account openings/closes, fund transfers, and documentation management.

The ideal candidate has a High School diploma or GED, with a Bachelor's degree preferred and about 4 years in related fields such as Trust Administration or Financial Analysis.