Trust Administrator jobs in La Place, LA

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
  • 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 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.

     

  • 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
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

H
Trust Operations Supervisor
  • 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...
  • 1 Month Ago

T
Administrator
  • TalentBox Caribbean
  • Mandeville, LA FULL_TIME
  • Administrator Collections(Calling) Purpose : The purpose of thisposition is to manage all aspects of administration and customerpayments concerning all accounts efficiently and accurately inarrears. R...
  • 23 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Trust Administrator jobs found in La Place, LA area

LaPlace ( /lə ˈplɑːs/) is a census-designated place (CDP) in St. John the Baptist Parish, Louisiana, United States, situated along the east bank of the Mississippi River, in the New Orleans metropolitan area. The population was 32,134 at the 2010 census. LaPlace is the southern terminus of Interstate 55, where it joins with Interstate 10, and of US 51, where it terminates at the junction with US 61. LaPlace is located 25 miles (40 km) west of New Orleans. LaPlace is located at 30°4′30″N 90°29′6″W / 30.07500°N 90.48500°W / 30.07500; -90.48500 (30.075025, -90.484896) and has an elevation of 1...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$60,048 to $76,726
La Place, Louisiana 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