Trust Assistant

Position Summary

It’s fun to work in a company where people truly BELIEVE in what they’re doing! We’re committed to bringing passion and customer focus to the business. This position provides a high level of customer service to Institutional and Private Wealth clients on a confidential basis, working directly with current and prospective clients and handling correspondence and records to ensure actions taken on behalf of clients are documented.

Detailed accounting and administrative duties support Private Wealth, Operations, Retirement Plan Services, Corporate Trust, or Portfolio Management.

• Responds to customer inquiries, either by phone or in the office, with a high level of customer service.
• If supporting Private Wealth, assists with low to medium complexity of private wealth accounts.
• If supporting Institutional wealth, assists with low to medium complexity of corporate, institutional, or governmental accounts.
• Assists with the preparation of correspondence, client reports, and reports directly to other areas within the bank.
• Ensures that client records are maintained, according to policy and procedure, either electronically or in hard copy.
• Prepares and maintains documentation for contributions, distributions, and securities orders for client accounts, as applicable.
• Remains up-to-date on the computer systems used to process client transactions as well as open and closed accounts, and print client reports.
• Ensures compliance with policies, procedures, and regulations, high-level customer satisfaction maintenance, and other duties as requested.
• Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of 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 write simple-to-business correspondence and routine reports.
• Education:
  
  HS Diploma/GED and two to four years of experience as a trust assistant, or similar experience in a financial services position or in a professional or business office is preferred.
• Computer
  
  Skills:
  
  MS Office programs.
• Other Qualifications (including physical requirements):
  Must have good oral and written communication skills.

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.