Trust Operations Specialist - Client Experience & Transfers

Hancock Whitney; The Villages (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

Hancock Whitney in Florida seeks a Trust Administrator to provide essential administrative and operational support to Trust Advisors and Relationship Managers. You will assist with account openings, fund transfers, and document management while delivering excellent client service.

The role supports more complex relationships and business development activities, requiring strong judgment and the ability to work with minimal supervision in a fast-paced environment.

Qualifications

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

Responsibilities

• Serves as the administrative contact for clients and providers.
• Provide superior client service responding to inbound calls and issues.
• Consults with Managers on complex issues and works independently.
• Coordinate account administrative reviews and timely remediation.

Skills

Client service

Research & resolution

Account administration

Communication

Independent work

Education

High School diploma or GED

Bachelor's degree in Business/Finance/Accounting preferred

Tools

Microsoft Office

Excel

Word

Job description

Hancock Whitney in Florida seeks a Trust Administrator to provide essential administrative and operational support to Trust Advisors and Relationship Managers. You will assist with account openings, fund transfers, and document management while delivering excellent client service.

The role supports more complex relationships and business development activities, requiring strong judgment and the ability to work with minimal supervision in a fast-paced environment.