Trust and Wealth Management Office Manager

Trust and Wealth Management Office Manager

Full-Time/Part-Time:
Full-Time

Location:

Little Rock, Arkansas (First Security Park)

Summary:

First Security Bank is seeking a professional, energetic, and team-oriented individual to join our Trust & Wealth Management team as a Trust & Wealth Management Office Manager! 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!

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.

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.

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

EOE Statement:
First Security Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), age, genetics, national origin, status as a veteran or protected veteran, or status as a qualified individual with a disability or any other classification protected by federal or state law.

Should you need assistance in completing the application, please let us know. First Security Bank will seek to provide individuals with disabilities (including applicants and employees) with reasonable accommodations necessary for the completion of the application process.

About the Organization:
Based in Searcy, Arkansas, privately-held First Security Bancorp has the most complete and diverse product offering of any Arkansas-based financial services holding company. First Security can meet any financing need - right here in Arkansas. With more than 1,000 employees covering locations throughout the state, we offer solutions for the financial needs of individuals, businesses and the public sector, including a network of local community banks, respected investment banking and wealth management services, public finance, real estate development and revitalization, leasing and mortgage services.