Trust Support Services Manager

Description

Pay is based on a number of factors including the successful candidate’s job‑related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits.

Position is based at 913 West Monroe in Lowell, Arkansas.

The role is Monday through Friday 8 am to 5 pm, with additional hours as needed.

Incumbent will be required to conduct overnight travel. Part of the team is located in our Bartlesville region and overnight travel will be required for training. Travel will be required for managerial and office oversight every other week. Overnight travel may be up to 20% and will occur on a monthly basis, all within our footprint.

Incumbent will be required to manage associates that work in a remote office.

The Trust Support Services Manager plans, controls and oversees all activities of the Centralized Trust Operations group, including administrative and securities functions, while ensuring quality services to customers. The role coordinates with internal personnel, external vendors, and agents to resolve issues that affect service quality and keeps leadership advised of unresolved concerns. In addition, the manager leads all personnel and controls for the trust group.

• Ensure Trust Operations objectives are met and quality service is provided to all customers.
• Maintain compliance with all relevant state and federal regulations within Trust Operations.
• Develop, implement, and ensure internal controls are in place and function effectively in all Trust Operations areas, safeguarding trust assets.
• Develop, assign, and monitor plans to ensure completion of goals, objectives, and deadlines.
• Provide leadership, coaching, counseling, and guidance to staff; supervise direct reports by assigning priorities and monitoring work.
• Provide direction and oversight of all trust accounting actions, including reconciliation, tax preparation, and reports.
• Stay current on new or revised laws relating to trust business and recommend compliance measures to leadership.
• Prepare all required governmental reporting for the trust group.
• Work closely with internal and external auditors and examiners to ensure compliance across all areas of trust.
• Assist in complex acquisition conversions, including account research, analysis, and system integration.
• Serve on the Trust Management team, participating in overall management and decision‑making processes for the company.
• Participate in assigned peer groups and risk or leadership committees.
• Prepare management reports and other information documenting unit activities, summarizing key points, and incorporating feedback.
• Audit staff work to verify transaction recording, data accuracy, and adherence to day‑to‑day policies and procedures.
• Process, vet, and approve outgoing wire transfer requests with an established approval limit.
• Supervise two or more associates; carry out supervisory responsibilities in accordance with policies and laws.
• Understand and comply with bank policies, laws, regulations, and the BSA/AML Program, completing compliance training and reporting violations.
• Other duties and special projects may be assigned.

• Required:
  
  6 years of progressively increasing responsibility in finance, accounting, or related fields.
• Required:
  
  Understanding of applicable trust regulations, tax reporting, and accounting principles.
• Preferred: 5 years of progressively demanding responsibility in trust, brokerage, or private wealth.
• Preferred:
  Compliance or audit experience.
• Preferred:
  Advanced studies in finance, law, trust, wills, marketing, etc.
• Relevant work experience may be substituted for the Bachelor’s degree requirement.
• Relevant military experience is considered for veterans and transitioning service members.

Relevant work experience may be substituted for the Bachelor’s degree requirement.

• Incumbents must be able to perform each essential duty satisfactorily and reasonable accommodations may be made.
• Must be able to start work on time, maintain regular attendance, and occasionally work overtime or outside of regular hours.
• Must be able to observe details, communicate accurately, and physically move or remain stationary as required.
• Must operate standard office equipment and use office applications for communication, documentation, and reporting.
• Occasional lifting or moving up to 25 pounds may be required.
• Must operate a passenger vehicle and possess a current, valid driver’s license.
• Ability to travel overnight, unaccompanied, within the United States via automobile and air is required on occasion.
• Noise level in the work environment is typically low to moderate.