Wealth Management Trust Officer II — Client Growth

Arvest Bank Group; Lowell (AR); On-site; USD 74,000 - 93,000; Full time

Benefits offered by this job

Health benefits

Life benefits

Financial benefits

Wellness program

Job summary

Arvest Wealth Management in Bella Vista, AR seeks a Trust Officer II to administer and develop fiduciary relationships for moderate accounts. You’ll ensure compliance with laws and procedures while delivering client-focused administrative services with autonomy.

Responsibilities include maintaining client relationships, planning calls with the Trust Investment Officer, developing investment strategies, and coordinating across divisions to resolve issues.

Qualifications

• 4–5 years of experience in trust administration.
• Completion of Personal Trust Curriculum Level 1, 2 & 3 ABA or related training within 1–3 years of hire.
• Working knowledge of fiduciary management techniques, investments, tax, and legal issues.
• Working knowledge of accounting principles.
• Working knowledge of Bank’s products and services.
• Excellent skills/knowledge with the trust accounting systems.
• Relevant work experience may substitute for the Bachelor’s degree.
• Relevant military experience considered for veterans.

Responsibilities

• Maintain existing customer relationships and solicit new business to meet revenue targets.
• Establish a call plan and partner with Trust Investment Officer to grow market reach.
• Develop investment strategies aligned with customer goals and provide guidance.
• Interact with clients to resolve issues and ensure quality service.
• Review accounts for compliance with policies, regulations, and legal documents.
• Interpret legal documents and determine discretionary distributions; escalate complex matters.
• Perform administrative duties including Regulation 9 reviews and overdraft monitoring.
• Coordinate with Tax Services, Investments, and Operations to resolve issues.
• Maintain customer appointments, calls, and contacts in the system.
• Process and approve outgoing wire transfers within approval limits.
• Adhere to BSA/AML program and related compliance training.

Skills

Fiduciary mgmt

Investments

Tax

Legal issues

Accounting principles

Trust accounting

Education

Bachelor's degree

Master's degree

Job description

Arvest Wealth Management in Bella Vista, AR seeks a Trust Officer II to administer and develop fiduciary relationships for moderate accounts. You’ll ensure compliance with laws and procedures while delivering client-focused administrative services with autonomy.

Responsibilities include maintaining client relationships, planning calls with the Trust Investment Officer, developing investment strategies, and coordinating across divisions to resolve issues.