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Trust Administrator

Company: Hancock Whitney
Location: Beaumont
Posted on: September 10, 2019

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:

Independently administers daily activities of moderately complex Trust client relationships. Assists and supports Relationship Manager(s) with more complex relationships and in business development activities.

DUTIES & RESPONSIBILITIES:

* Under minimal supervision, manages relationships and service delivery of moderately complex client relationships, consulting with the Relationship Manager on more complex issues.

* Monitors daily transactions required in the administration of client relationships.

* Performs account maintenance on the Trust accounting system including account openings and closing procedures.

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

* Develops/supports new business activities for various Trust relationships and initiates or facilitates the sale of products or services.

* Serves as liaison between Trust Department and other bank departments in servicing accounts and business development activities.

* Prepares monthly Trust Administrative Committee packages and assists in annual account reviews.

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

* Organizes and maintains related files and prepares correspondence and reports as needed.

* Attends Trust school and continuing education/training classes.

* May periodically serve as backup to Trust receptionist, if needed.

* All other duties/special projects as assigned.

* 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.

MINIMUM REQUIRED EDUCATION & EXPERIENCE:

* Requires a bachelor s degree in Business, Finance, Accounting, or related field.

* Requires at least 3+ years of related experience in one or more of the following: Trust Administration, Trust Compliance, Stock Transfer, Brokerage Operations, or Housing Asset Administration.

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

* Experience level knowledge of Trust Administration and Operations.

* Experienced level of knowledge of Trust laws and administrative procedures.

* Experienced level knowledge of Microsoft Word and Excel.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

* Ability to work under stress and meet deadlines

* Ability to operate a keyboard if required to perform the essential job functions

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

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

* Ability to lift/move/carry approximately 25 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.

DISCLAIMER

This job description is only valid as of the date it was revised. Please contact the HR Compensation Department to obtain the latest version. Information contained herein should be treated as confidential to Hancock Whitney.

NOTHING IN THIS JOB DESCRIPTION RESTRICTS MANAGEMENT'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THE JOB AT ANY TIME

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, Beaumont , Trust Administrator, Other , Beaumont, Texas

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