Trust and Wealth Management Office Manager
Listed on 2026-07-23
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Administrative/Clerical
Office Administrator/ Coordinator
Application Process
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SummaryFirst Security Bank is seeking a professional, energetic, and team-oriented individual to join our Trust & Wealth Management Office as a Manager. This role is ideal for those passionate about serving our Arkansas communities and wanting to be part of a dynamic, service-driven team.
The successful candidate will manage administrative assistants and all aspects of account opening and maintenance while supporting department Officers with required functions in accordance with established policies and procedures.
This position requires on-site work.
Qualifications- Must be at least 18 years of age.
- High School Diploma or GED required.
- Associate’s degree preferred.
- 4+ years of executive-level administrative work, strategic planning, and record maintenance required.
- Proficiency with Outlook, Word, typing, 10‑key, and internet navigation required.
- Commitment to demonstrating First Security's Core 5 values with customers and coworkers.
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.
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 SkillsFoster 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 DemandsPossess 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…
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