NewOrleansRecruiter Since 2001
the smart solution for New Orleans jobs

Trust Administrator

Company: Hancock Whitney
Location: New Orleans
Posted on: May 16, 2020

Job Description:

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. You may review, modify, or update your information by visiting and logging into your account.

JOB FUNCTION / SUMMARY:

Trust Administrators provide administrative and operational support to assigned Trust Advisor/ Relationship Manager (s) by delivering excellent customer service while contributing to the overall goals and objectives of Wealth Management. This support includes research and resolution of client issues, the administration of account opening and closing procedures and facilitation of the transfer of funds. The Trust Administrator 2 position assists and supports Trust Advisor/Relationship Manager(s) with more complex relationships and in business development activities.

ESSENTIAL DUTIES & RESPONSIBILITIES:

* Serves as the administrative contact for clients and third party providers in the servicing of client accounts and relationships.

* Provide superior client service in responding to inbound calls from clients and resolving inquires or requests related to their accounts. Assume ownership of issues and deliver proper follow up.

* Consults with Advisor/Relationship Managers regarding more complex issues but requires the ability to work independently with little supervision.

* Identifies opportunities to enhance client experience through independent identification of account issues.

* Assist Trust Advisor/Relationship Manager in tasks required in administering accounts including: document management (imaging, faxing, photocopying, maintaining files).

* Coordinate with Trust Advisor/Relationship Manager to complete assigned account administrative reviews and timely exception remediation.

* Prepare discretionary requests, with required documentation for Trust Advisor/Relationship Manager review.

* Facilitate money transfers in accordance with bank policy checks, wires, ACH, internal transfers.

* Monitor cash levels for assigned client accounts.

* Review transactions to identify errant transactions and ensure proper postings.

* Support departmental projects on an as needed basis.

* Analyze trust/financial information, react accordingly and prioritizes as appropriate.

* Keeps current with all laws and regulations applicable to primary Trust function.

* May serve as backup to other Wealth Management Administrative Assistants as needed.

* All duties require an awareness and adherence to policies/procedures and compliance requirements

* Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

* High School diploma or GED required. Bachelor's degree in Business, Finance, or Accounting strongly preferred.

* Requires 4 years of related experience preferably in one or more of the following: Trust Administration, Trust compliance, Employee Benefits, Stock Transfer, Brokerage Operations, and/or Financial Analysis.

* An equivalent combination of education and related experience or training may be considered.

* Duties are varied and complex and necessitate use of excellent judgement and analytical skills.

* Basic knowledge and understanding of banking industry and Trust administration and operations required.

* Proficiency with Microsoft Office applications; basic Excel and Word skills required.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

* Ability to travel if required to perform the essential job functions

* Ability to work under stress and meet deadlines

* Ability to operate related equipment to perform the essential job functions

* Ability to read and interpret a document if required to perform the essential job functions

* Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an undue hardship then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

Keywords: Hancock Whitney, New Orleans , Trust Administrator, Other , New Orleans, Louisiana

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


MILITARY INTELLIGENCE
Description: The success and safety of every mission depends on getting needed supplies, materials and equipment at a moments notice. The service members of the Purchasing, Supply Logistics community make sure Americas (more...)
Company: US Navy
Location: New Orleans
Posted on: 05/31/2020

Special Warfare Combatant-Craft Crewmen
Description: Special Warfare Combatant-Craft Crewmen SWCC are specially trained to operate on and around rivers and coastal regions around the world. Wielding extreme firepower and a deadly skill set, SWCC operators (more...)
Company: US Navy
Location: New Orleans
Posted on: 05/31/2020

Loan Forgiveness and Excellent Work/Life Balance in Louisiana (Physici
Description: Baton Rogue area medical center seeks a full-time OB/GYN physician to join a thriving outpatient practice of four physicians and one nurse practitioner with its most important focus on patient satisfaction.
Company: The Curare Group, Inc
Location: Baton Rouge
Posted on: 05/30/2020


Clinical Counselor
Description: SummaryClinical counselors provide assessment and short-term, solution focused counseling services to eligible individuals, marital or intimate partners, families, and/or groups. They develop appropriate, (more...)
Company: Zeiders Enterprises
Location: Gulfport
Posted on: 05/31/2020

Security Officer with TWIC
Description: Job DescriptionJOB SNAPSHOTWho is GardaWorld GardaWorld is the worlds largest privately-owned security services company. We protect our clients staff and assets, wherever they are in the
Company: GardaWorld
Location: New Orleans
Posted on: 05/31/2020

Management Leaders - Own Your Own Franchise
Description: Own A Franchise 40 BUSINESS CATEGORIES PROVEN BUSINESS MODELS FIND OUT HOW BUSINESS OWNERS CAN EARN MORE Have you ever thought about owning your own business If so, now is the perfect time to look (more...)
Company: WilliamsonHeckt
Location: New Orleans
Posted on: 05/31/2020

Become a Franchise Owner
Description: Own A Franchise 40 BUSINESS CATEGORIES PROVEN BUSINESS MODELS FIND OUT HOW BUSINESS OWNERS CAN EARN MORE Have you ever thought about owning your own business If so, now is the perfect time to look (more...)
Company: WilliamsonHeckt
Location: New Orleans
Posted on: 05/31/2020

Security Officer- Full Time (TWIC Card)
Description: Job DescriptionWho is GardaWorld br br GardaWorld is the worlds largest privately-owned security services company. We protect our clients staff and assets, wherever they are in the world. We offer (more...)
Company: GardaWorld
Location: New Orleans
Posted on: 05/31/2020

Naval Aviator
Description: Search for underwater threats. Deliver payloads of incredible firepower or necessary manpower. Execute strategic aerial maneuvers anywhere from the stratosphere, to mere feet above the sea. This is just (more...)
Company: US Navy
Location: New Orleans
Posted on: 05/31/2020

Security Officer
Description: Job DescriptionJOB SNAPSHOT br br Who is GardaWorld br br GardaWorld is the worlds largest privately-owned security services company. We protect our clients staff and assets, wherever they are (more...)
Company: GardaWorld
Location: New Orleans
Posted on: 05/31/2020

Log In or Create An Account

Get the latest Louisiana jobs by following @recnetLA on Twitter!

New Orleans RSS job feeds