Trust and Wealth Management Office Manager

Trust And Wealth Management Office Manager

Full-Time/Part-Time:
Full-Time

Location:

First Security Park

Summary:

First Security Bank is seeking a professional, energetic, and team-oriented individual to join our Trust & Wealth Management team! If you are passionate about serving our Arkansas communities and want to be part of a dynamic, service-driven team, we encourage you to apply!

Qualifications:

Education:

High School Diploma or GED required. Associates degree preferred.

Experience:

4+ years' experience of executive-level administrative work, strategic planning, and record maintenance required.

Skills:

Proficiency with Outlook, Word, typing, 10-key and internet navigation required. Commitment to demonstrating First Security's Core 5 values with customers and coworkers.

Hours of Availability:
Regularly scheduled hours/week: 40+ | Monday - Friday 8:00am - 5:00pm |
* Extended working hours may be required.

Essential Duties and Responsibilities:

• Foster a collaborative team environment by supporting co-workers and taking actions that positively impact employees and clients.
• Manage and support administrative assistants by prioritizing tasks, delegating responsibilities, reviewing transactions for accuracy, and resolving discrepancies.
• Support Officers by preparing materials for client meetings, ensuring timely processing of new business and service requests, and assisting both clients and Officers with IRA regulation questions, letters, and account transfer documentation.
• Prepare, distribute, and verify the accuracy of monthly Trust Committee packets and annual client tax documents.
• Respond to customer inquiries and assist with resolving issues.
• Use Trust software to process deposits, distributions, and account transactions; open new accounts and verify documentation.
• Set up and maintain related files and records, using sound judgment, logical steps, and accurate calculations (interest, percentages, volume, etc.).
• Coordinate internal and external account reviews with Officers and ensure consistency across department reporting.
• Oversee daily workflow and office operations while delivering comprehensive administrative support, including correspondence, filing, phone and reception duties, travel arrangements, department event assistance, calendar management, deadline tracking, and workflow issue resolution.
• Protect all customer information and bank operations through strict confidentiality.
• Operate computer software and equipment, telephone, scanner, and copier, and develop proficiency with internal banking systems, trust software, and Fi-Tek.
• Maintain a valid driver's license, reliable transportation, punctual attendance, and the ability to work on-site with occasional extended hours when necessary.
• Perform additional duties as assigned by management.

Supervisory Responsibilities:

Under the guidance of the Director of Retirement Plan Services & Wealth Advisor, this role will serve as the department's primary point of contact and provide lead-level support; however, it does not hold authority for hiring, termination, disciplinary actions, or employee performance evaluations.

Soft Skills:

Foster a culture that values high ethical conduct, critical thinking, problem-solving, engagement, teamwork, and provides exceptional service. Establish positive and productive work relationships that provide honest feedback that generates trust.

Physical Demands:
Possess sufficient mobility to work in a standard office setting. Perform repetitive hand, arm, wrist, and finger movements while handling currency, documents, and/or office equipment. Substantial time may be spent on the telephone, operating computers, reaching, sitting, and/or standing while occasionally stooping, kneeling, or crouching. The employee must have the ability to speak and hear well enough to carry on customer interactions, conversations, and presentations both in person and over telecommunications.

Have near/far visual acuity to identify customers, currency, and reading materials in printed or electronic formats. The employee must occasionally lift and move up to 20 pounds. Ability to hold a valid driver's license with access to a vehicle that can be used for…