Trust Administrator jobs in Fort Smith, AR

Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Trust Administrative Assistant 2
  • Arvest Bank
  • Fort Smith, AR FULL_TIME
  • Position is Monday through Friday 8 am to 5 pm with ability to work additional hours as needed.

    Position is located at 5000 Rogers Avenue in Fort Smith, Arkansas.

    Exempt: No

    Salary Grade: Grade 12

    Summary:

    SUMMARY: Under general supervision, the Trust Administrative Assistant 2 is responsible for providing administrative services to the less complex yet high level clients, which includes setting up new accounts on the trust systems and obtaining and maintaining legal documentation; communicating with clients to ensure all account activity is received and processed timely; assisting with the resolution of inquiries and problems concerning account transactions.

    ESSENTIAL DUTIES and RESPONSIBILITIES include the following. Other duties may be assigned.

    • Interacts daily with internal and external contacts to ensure all account activity such as payments and requests from clients are processed timely; deposits, distributions, wire transfer, DDA transfer and receipts are processed timely; ensures adequate cash positions in accounts, if not, brings condition to the attention of the trust specialist.
    • Assists Trust Specialist and clients with problem resolution and/or account maintenance and the day-to-day operational issues regarding the various transactions by performing research and serving as liaison between trust operations and Trust Specialist and/or client.
    • Assists Trust Specialist in meeting clients’ reporting needs. Also assists Trust Specialist in responding to clients’ inquiries regarding statements and reports.
    • Review previous day’s transactions for overdrafts, spelling errors, approved transactions, etc.
    • Coordinates transition of new accounts including organizing transfer of assets, receipting for assets and ensuring all assets are transferred properly; sets up new accounts and arranges appropriate reporting. Also coordinates disposition of assets for closed accounts.
    • Performs routine administrative activities, which includes answering phone calls promptly and accurately; open and sort incoming mail in a timely manner; staying current on imaging and filing, working with various vendors, i.e. lawn service, caretakers, etc. to coordinate projects and various special projects as assigned.
    • Assist Trust Specialist in handling of special assets including personal and rental property.
    • Prepare monthly account review packets for the trust specialist to complete.
    • Input trust specialist call information into the Advisor system.
    • Understand and comply with bank policy, laws, regulations, and the bank’s BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.

    TEAM ACCOUNTABILITIES:

    • Support and uphold the Arvest Mission Statement.
    • Uphold the Arvest Code of Ethics that confidential information is safeguarded.
    • Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service.
    • Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the bank’s overall operation.
    • Promote professionalism at all times.


    Responsibilities:

    QUALIFICATION REQUIREMENTS:

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

    EDUCATION and/or EXPERIENCE:

    • Associates Degree in Business or related field or equivalent work experience required.
    • 1 year of trust or investment or bank administrative support work required.
    • Basic knowledge of Bank’s products and services required.
    • Completion of Personal Trust Curriculum Level 1 ABA e-training courses within 12 months of employment required.
    • Basic knowledge of fiduciary management techniques preferred.

    OTHER SKILLS and ABILITIES:

    • Must be able to arrive at work on time, work on site and have regular work attendance
    • Must be able to work cooperatively with other co-workers regardless of personality, presence, or communication style
    • Must be able to provide cordial customer service regardless of customer personality, presence, or communication style
    • Must be able to perform several tasks at once
    • Must be able to work in a stressful atmosphere
    • Must be able to rotate job tasks
    • Must be able to occasionally work overtime
    • Must be able to greet others cordially
    • Must be able to coordinate multiple and changing priorities
    • Must be able to verbally communicate with all other associates
    • Must be able to operate telephone, scanner, copier and fax machines
    • Must be able to move from department, division, or bank to department, division or bank to attending meetings
    • Must be able to operate personal computer keyboard in order to create reports, schedules, and other appropriate documentation

    PHYSICAL DEMANDS:

    The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

    While performing the duties of this job, the associate is regularly required to stand, walk, site, and to talk and hear. The associate must occasionally reach with hands and arms, stoop, kneel, or crouch.

    The associate may occasionally be required to lift or move up to 25 pounds.

    Specific vision abilities required by this job include close, distance, color vision, and the ability to adjust focus.

    WORK ENVIRONMENT:

    The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

    The noise level in the work environment is usually moderate.

  • 23 Days Ago

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Administrator
  • Latimer Nursing Home
  • Wilburton, OK FULL_TIME
  • Overview: We are seeking an Administrator for our recently acquired, well established, 48 bed facility. We are looking for an administrator that cares for the residents and employees as much as we do....
  • 6 Days Ago

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Teller
  • Farmers Bank & Trust
  • De Queen, AR FULL_TIME
  • Teller Hours: M-Thurs 8-5 Fri 8-5:30 Saturday rotation 8:40-12:15 At Farmers Bank & Trust, Tellers are the face of the bank! A Teller’s basic responsibilities consist of processing transactions for ou...
  • 22 Days Ago

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Cemetery Administrator
  • National Cemetery Administration
  • Fort Smith, AR FULL_TIME
  • This position is located at the Fort Smith National Cemetery in Fort Smith, Arkansas.
  • 11 Days Ago

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VMware Administrator
  • Syntax Systems Ltd.
  • San Andres Cholula, AR FULL_TIME
  • Syntax is a leading Managed Cloud Provider for Mission Critical Enterprise Applications and has been providing comprehensive technology solutions to businesses of all sizes since 1972. Syntax has undi...
  • 15 Days Ago

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Accounts Payable Administrator
  • Sebastian County
  • Fort Smith, AR FULL_TIME
  • Job Summary The employee reports to the Comptroller and is responsible for the processing of accounts payable invoices. This position is governed by county and departmental policies and procedures. Th...
  • 22 Days Ago

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0 Trust Administrator jobs found in Fort Smith, AR area

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Construction Project Egineer
  • JLM Strategic Talent Partners
  • Fort Smith, AR
  • WHO IS JLM STRATEGIC TALENT PARTNERS & WHAT IS OUR ROLE We partner with National & International prime contractors to pr...
  • 3/28/2024 12:00:00 AM

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Paleontological Resources Field Lead
  • Canacre
  • Fort Smith, AR
  • Join the Canacre team in an exciting role working on leading edge infrastructure projects. We are technical experts in l...
  • 3/28/2024 12:00:00 AM

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Construction Document Control Specialist
  • JLM Strategic Talent Partners
  • Fort Smith, AR
  • WHO IS JLM STRATEGIC TALENT PARTNERS & WHAT IS OUR ROLE We partner with National & International prime contractors to pr...
  • 3/28/2024 12:00:00 AM

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Paleontological Resources Field Monitor
  • Canacre
  • Fort Smith, AR
  • Join the Canacre team in an exciting role working on leading edge infrastructure projects. We are technical experts in l...
  • 3/27/2024 12:00:00 AM

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Environmental Compliance Field Monitor
  • Canacre
  • Fort Smith, AR
  • This position can be hybrid and is based in Arizona. Join the Canacre team in an exciting role working on leading edge i...
  • 3/27/2024 12:00:00 AM

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Construction Project Estimator
  • JLM Strategic Talent Partners
  • Fort Smith, AR
  • WHO IS JLM STRATEGIC TALENT PARTNERS & WHAT IS OUR ROLE We partner with National & International prime contractors to pr...
  • 3/27/2024 12:00:00 AM

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Landscape Project Manager
  • JLM Strategic Talent Partners
  • Fort Smith, AR
  • WHO IS JLM STRATEGIC TALENT PARTNERS & WHAT IS OUR ROLE We partner with National & International prime contractors to pr...
  • 3/26/2024 12:00:00 AM

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Construction Project Engineer Recent Graduates Welcome
  • JLM Strategic Talent Partners
  • Fort Smith, AR
  • WHO IS JLM STRATEGIC TALENT PARTNERS & WHAT IS OUR ROLE We partner with National & International prime contractors to pr...
  • 3/26/2024 12:00:00 AM

Fort Smith is the second-largest city in Arkansas and one of the two county seats of Sebastian County. As of the 2010 Census, the population was 86,209. With an estimated population of 88,037 in 2017, it is the principal city of the Fort Smith, Arkansas-Oklahoma Metropolitan Statistical Area, a region of 298,592 residents that encompasses the Arkansas counties of Crawford, Franklin, and Sebastian, and the Oklahoma counties of Le Flore and Sequoyah. Fort Smith has a sister city relationship with Cisterna, Italy, site of the World War II Battle of Cisterna, fought by United States Army Rangers c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$54,108 to $69,136
Fort Smith, Arkansas area prices
were up 1.2% from a year ago

Trust Administrator in Peoria, IL
We work hard to make the trust administration process easy, quick, and inexpensive.
December 14, 2019
Trust Administrator in Yakima, WA
Can provide representation to a trust administrator and can help facilitate the trust administration process so that the administration of the trust can go smoothly and so assets can be transferred to heirs or beneficiaries as quickly as possible.
January 06, 2020
Trust Administrator in Olympia, WA
The assets in the trust should pass almost automatically to the designated beneficiaries.
January 01, 2020