Institutional Wealth Trust Strategist

Responsibilities

• Administers assigned accounts according to the terms of the controlling document, applicable laws, regulations, and policies.
• Works with the Portfolio Management Group to ensure that all accounts are invested with appropriate asset allocation.
• Supports sales efforts and obtains new clients as part of the team.
• Maintains appropriate contact with clients and their advisors.
• Collaborates with other bankers, and professionals in legal and accounting fields, to develop new trust and investment management clients.
• Ensures that the appropriate accountings are provided to parties associated with the Trust Administrator’s clients.
• Manages assigned associates, including hiring, performance management, salary recommendations, training of new associates and skill development of all staff.
• Participates in community and civic activities.
• Assists in budget preparation.
• Ensures compliance with applicable laws, regulations, policies and procedures and completes required compliance training.
• Performs other duties and responsibilities as assigned.

• 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 read, analyze and interpret financial reports and/or legal documents.
• Ability to write simple to business correspondence, routine reports, and procedures.
• Ability to respond, in writing, to customer complaints, regulatory agencies, or members of the business community.
• Ability to effectively speak and present information in one-on-one and small group situations, to customers, clients, and other employees in the organization.
• Education:
  
  BS/BA degree (4 year) from an accredited university/college or four to six years of experience in wealth management.
• Preferred certifications: CPA, CFP, Law Degree or ABA designation.
• Preferred specialized training: courses related to investments, financial planning, estate administration, or another trust-related field.
• Computer skills:
  Ms Word, Excel, Outlook.
• Preferred ABA trust certification.
• Must have good organizational, oral/written communication, problem‑solving, interpersonal, and creative solution‑development skills.

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.