Wealth Specialist

simmonsbank; Dallas (TX); Vor Ort; USD 45.000 - 65.000; Vollzeit

Zusammenfassung

Simmons First National Corporation is seeking a Trust Assistant to provide high-level customer service to Institutional and Private Wealth clients. The role handles correspondence, supports private wealth and related departments, and ensures client records are properly documented.

The position involves assisting with client accounts, preparing reports, and maintaining compliance with bank policies and regulations. Strong communication and MS Office skills are essential.

Qualifikationen

• HS Diploma or GED required; two to four years of trust assistant or similar financial services experience preferred.
• Strong oral and written communication skills.
• Ability to read and interpret procedures, manuals, and regulations.
• Proficiency with MS Office and related software.
• Commitment to compliance with policies, procedures and training.

Aufgaben

• Respond to customer inquiries with high level of service, in person or by phone.
• Assist with low to medium complexity private wealth accounts.
• Prepare and maintain client correspondence and reports for other areas of the bank.
• Maintain client records electronically or in hard copy per policy.
• Prepare contribution, distribution, and securities orders for client accounts.
• Stay up-to-date on computer systems used to process client transactions and print reports.
• Ensure compliance with laws, regulations, and bank procedures.

Kenntnisse

Communication

Customer Service

Time Management

MS Office

Ausbildung

HS Diploma/GED

Tools

MS Office

Jobbeschreibung

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business.

Position Summary

This position provides a high level of customer service to Institutional and Private Wealth clients on a confidential basis. Also, works directly with current and prospective clients, handles correspondence, and other records to ensure that actions taken on behalf of clients are documented. Provides detailed accounting and administrative duties to support Private Wealth, Operations, Retirement Plan Services, Corporate Trust, or Portfolio Management.

Essential Duties and Responsibilities

Responds to customer inquiries, either by phone or in the office, with a high level of customer service.

If supporting Private Wealth, assists with low to medium complexity of private wealth accounts.

If supporting Institutional wealth, assists with low to medium complexity of corporate, institutional, or governmental accounts.

Assists with the preparation of correspondence, client reports, and reports directly to other areas within the bank.

Ensures that client records are maintained, according to policy and procedure, either electronically or in hard copy.

Prepares and maintains documentation for contributions, distributions, and securities orders for client accounts, as applicable.

Remains up-to-date on the computer systems used to process client transactions as well as open and closed accounts, and print client reports.

Ensures compliance with policies, procedures, and regulations, high-level customer satisfaction maintenance, and other duties as requested.

Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.

Performs other duties and responsibilities as assigned.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Skills

Ability to read and comprehend simple instructions, short correspondence, and memos.

Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals, or government regulations.

Ability to write simple-to-business correspondence and routine reports.

Education and/or Experience

HS Diploma/GED and

Two to four years of experience as a trust assistant, or similar experience in a financial services position or in a professional or business office is preferred.

Specialized Training

None

Computer Skills

MS Office programs

Certificates, Licenses, Registrations

None

Other Qualifications (including physical requirements)

Must have good oral and written communication skills.

Other

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.

Skills Training:

Communication, Customer Service, Time Management,

Equal Employment Opportunity Information:

Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.