Trust Administrator jobs in Louisiana

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)

H
Trust Administrator
  • Hancock Whitney
  • Baton Rouge, LA FULL_TIME
  • 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. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. 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.

     

  • 1 Month Ago

H
Trust Administrator
  • Hancock Whitney
  • Orleans, LA FULL_TIME
  • 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 t...
  • 23 Days Ago

T
Support specialist
  • Trust & Will
  • Mandeville, LA FULL_TIME
  • Customer Service / Fully Remote - Anywhere in U.S. / Up to $23 per hour / 401k / WFH stipend mac & Apple accessories - As a Member Support Specialist you'll : Provide high-quality support for Trust & ...
  • 10 Days Ago

H
Trust Relationships Manager
  • HB001 Hancock Whitney Bank
  • Orleans, LA FULL_TIME
  • 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 t...
  • 9 Days Ago

H
Manager, Trust Specialty Asset
  • HB001 Hancock Whitney Bank
  • Mandeville, LA FULL_TIME
  • 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 t...
  • 11 Days Ago

H
Trust Relationships Manager
  • Hancock Whitney
  • Orleans, LA FULL_TIME
  • 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 t...
  • 6 Days Ago

C
Trust Administrator
  • Cypress HCM
  • Trust Advisor Location: Boston, MA Hybrid: 3 days onsite Employees: 500| Team Size: 10-15 Industry: Law Firm Trust Advis...
  • 3/18/2024 12:00:00 AM

F
Trust Administrative Assistant II
  • First Financial Bank
  • Odessa, TX
  • Address We're always looking for bright individuals to join our growing organization. As a part of the First Financial F...
  • 3/17/2024 12:00:00 AM

H
Probate and Trust Administration Paralegal
  • Heuston Legal PLLC
  • Melbourne, FL
  • Job Description Job Description Need 3 to 5 years+ experienced paralegal with Probate, Estate and Trust Administration e...
  • 3/17/2024 12:00:00 AM

S
Trust Administrative Officer
  • Sierra Executive Solutions Inc
  • Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Company's Trust Administrative ...
  • 3/16/2024 12:00:00 AM

C
TRUST ADMINISTRATIVE ASSISTANT (Part-Time)
  • Commercial Bank & Trust Co
  • Memphis, TN
  • Job Description Job Description Role and Responsibilities: Open, stamp, scan, and distribute mail and other incoming and...
  • 3/16/2024 12:00:00 AM

W
Trust Officer
  • Westport One
  • Trust Officer My client is looking for an experienced trust officer that has administered trusts, worked directly with c...
  • 3/16/2024 12:00:00 AM

S
Trust Officer
  • Sepio Capital
  • Sepio Trust Company (“STC”), a newly chartered trust company based in Jackson Hole, Wyoming, is seeking an experienced a...
  • 3/15/2024 12:00:00 AM

S
Senior Trust Officer
  • San Pasqual Fiduciary Trust Company
  • No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Senior Trust Of...
  • 3/14/2024 12:00:00 AM

Louisiana is bordered to the west by Texas; to the north by Arkansas; to the east by Mississippi; and to the south by the Gulf of Mexico. The state may properly be divided into two parts, the uplands of the north, and the alluvial along the coast. The alluvial region includes low swamp lands, coastal marshlands and beaches, and barrier islands that cover about 20,000 square miles (52,000 km2). This area lies principally along the Gulf of Mexico and the Mississippi River, which traverses the state from north to south for a distance of about 600 mi (970 km)) and empties into the Gulf of Mexico; ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$58,896 to $75,254

Trust Administrator in Nashville, TN
If you have any questions, you should call the estate attorney who set up the trust for them.
December 03, 2019
Trust Administrator in Cleveland, OH
Becoming the family trust administrator is a big responsibility during a stressful time.
December 25, 2019
Trust Administrator in Shreveport, LA
Is contingent as of the time of allowance or disallowance." The Trust Administrator's disallowance theory is based upon the manner in which CNA calculates the total premium owed under its retrospective rating formula.
December 29, 2019