Trust Administrator - Baton Rouge, United States - Hancock Whitney

Hancock Whitney Baton Rouge, United States

3 weeks ago

Full time

Description

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.

The Trust Administrator 2 position assists and supports Trust Advisor/Relationship Manager(s) with more complex relationships and in business development activities.

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.

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.

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

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