Wealth Specialist

Simmons Bank; Dallas (TX); On-site; USD 40,000 - 65,000; Full time

Job summary

Simmons Bank in Dallas seeks a Trust Assistant to provide a high level of service to Institutional and Private Wealth clients, handling confidential correspondence and maintaining client records to document actions on behalf of clients.

The role supports Private Wealth, Operations, Retirement Plan Services, Corporate Trust, or Portfolio Management, performing essential accounting and administrative duties with strict regulatory compliance.

Qualifications

• HS Diploma/GED with 2–4 years in financial services preferred.
• Good oral and written communication skills.
• Proficiency in MS Office programs.

Responsibilities

• Respond to client inquiries by phone or in person with a high level of service.
• Assist with low to medium complexity of private wealth accounts or institutional accounts.
• Prepare client correspondence and reports for other bank areas.
• Maintain client records per policy, electronically or in hard copy.
• Ensure compliance with policies and regulations and complete required training.

Skills

Customer service

Written communication

Document handling

Education

HS Diploma/GED

Tools

MS Office

Job description

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. Since 1903, we've been putting people first by making a commitment to you. Simmons Bank is the subsidiary bank for Simmons First National Corporation (NASDAQ: SFNC), a publicly traded bank holding company headquartered in Arkansas. Founded as a community bank, Simmons Bank has grown steadily to its current size of $28 billion in assets, with more than 3,000 associates located in Arkansas, Kansas, Missouri, Oklahoma, Tennessee and Texas. Our growth has led some amazing career opportunities, while our dynamic culture has been recognized by publications across our footprint. Parallel to our growth, Simmons Banks community roots run deep - these are felt in the ways we seek to go the extra mile for our customers and communities through exceptional service and volunteerism, and in the strong career growth opportunities and wellness programs we offer associates. Our team is characterized by collaboration, integrity and passion for all we do, high performance, and a commitment to personal and professional growth.

About the Culture

If these cornerstones of company culture appeal to you, let's talk! There's never been a better time to join our team.