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5 days ago

Trust Assistant

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Provide frontline support for trust department customers, greeting visitors and answering phones while handling inquiries and resolving issues related to online access and trust account systems. Assist Trust Officers with administrative duties for trust accounts, including maintaining confidential records and account files, and supporting regular client communications. Coordinate trust marketing events as approved, help with special projects, and complete required BSA/AML and other compliance training.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Entry level

Key Responsibilities

•Answer phones and greet visitors, clients, centers of influence, and prospects.
•Perform administrative tasks for trust officers and managers, including maintaining organized records and account files (scanning and filing).
•Maintain a high level of confidentiality and correspond with clients and prospects in a professional, personable manner.
•Resolve customer issues and concerns related to online access and trust account systems.
•Facilitate and coordinate trust marketing events as approved, assist with meetings and special projects, and complete required compliance training.

Key Requirements

•Ability to provide frontline assistance to trust department customers and communicate professionally with clients and prospects.
•Experience and/or training equivalent to high school plus specialized training, and related experience and/or training in the range described.
•Basic knowledge of principal and income accounting and ability to develop proficiency with the trust accounting system.
•Strong communication and writing skills, including the ability to handle person-to-person and small group conversations.
•Must be able to complete required BSA/AML and other compliance training as assigned.

Skills:ConfidentialityAttention to detailCommunicationWritingMultitasking

Certifications:Notary Public

Tech Stack:10-KeyAccountingAlphanumeric Data EntryContact ManagementDatabasePowerPointSpreadsheetWord ProcessingMicrosoft ExcelMicrosoft WordMicrosoft Outlook

Company Brief

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Bank holding company that operates Centennial Bank and provides commercial and consumer banking services, including lending, deposits, treasury management, and online banking. Serves individuals, businesses, and public entities across the southern United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Conway, United States

Founded: 1998

Website LinkedIn

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Home BancShares

5 days ago

Trust Assistant

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Entry level

Key Responsibilities

•Answer phones and greet visitors, clients, centers of influence, and prospects.
•Perform administrative tasks for trust officers and managers, including maintaining organized records and account files (scanning and filing).
•Maintain a high level of confidentiality and correspond with clients and prospects in a professional, personable manner.
•Resolve customer issues and concerns related to online access and trust account systems.
•Facilitate and coordinate trust marketing events as approved, assist with meetings and special projects, and complete required compliance training.

Key Requirements

•Ability to provide frontline assistance to trust department customers and communicate professionally with clients and prospects.
•Experience and/or training equivalent to high school plus specialized training, and related experience and/or training in the range described.
•Basic knowledge of principal and income accounting and ability to develop proficiency with the trust accounting system.
•Strong communication and writing skills, including the ability to handle person-to-person and small group conversations.
•Must be able to complete required BSA/AML and other compliance training as assigned.

Skills:ConfidentialityAttention to detailCommunicationWritingMultitasking

Certifications:Notary Public

Tech Stack:10-KeyAccountingAlphanumeric Data EntryContact ManagementDatabasePowerPointSpreadsheetWord ProcessingMicrosoft ExcelMicrosoft WordMicrosoft Outlook

Company Brief

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Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Conway, United States

Founded: 1998

Website LinkedIn