Trust Administrative Assistant – Birmingham

  • March 20, 2019

Position Summary:

As a member of the Argent Trust team, employees are responsible for the accurate and timely administration for both personal and agency trust accounts, including retirement, probated-estate, and any other account sub-type requiring special regulation and administration. In general support of Argent client relationships, the Trust Administrative Assistant maintains trust account records and other documentation by performing all scheduled documentation reviews and updates records in accordance with the Argent’s policies and procedures. This position is also responsible for updating all client documentation when informed directly by a client or by a Trust Officer. This position is responsible to respond appropriately and professionally to client inquiries, and collaborate with Trust Officer in support of client account retention and new client acquisition.

Position Location: 600 University Park Place, Suite 200, Birmingham, Alabama

Essential Duties and Responsibilities:

  • • Performs client account administration, including timely and accurate documentation and routine compliance requirements for both personal and agency trust accounts. Monitors client-account documentation during periods of high activity to ensure prompt and accurate record keeping.
  • • Interacts with other staff and external professionals to ensure complete day-to-day administration of client accounts, performs or oversees transaction processing, handles inquiry resolution not requiring the Trust Officer’s authority. As required, manages confidential communication of client account details required by all Argent Trust staff.
  • • Maintains ongoing communication with clients and explores and identifies opportunities to provide improvements in client account processes or additional account services. Prepares client information packages and participates in meetings with, and presentations to clients.
  • • Responsible for new account setup, scheduling, oversight and documentation for both regular and special (or discretionary) distributions of funds, regular and timely client account reviews.
  • • Documents services as provided, specialized procedures, and ongoing written communications with client as appropriate to account administration.
  • • Acquires and maintains an up-to-date understanding of relevant tax law and legal and regulatory requirements applicable to trust administration in order to professionally administer accounts and to assist in resolving client questions controlled by the trust agreement.
  • • Develops and maintains a working knowledge of various trust industry technology applications as critical to trust administration.
  • • Other related duties may be directed.

Supervisory Responsibilities:  None.

Education and/or Experience:

  • • Bachelors’ Degree in Finance, Accounting, Business or related field.
  • • Some experience of trust services a plus.

Skills and Abilities Required:

  • • Proven analytical skills; problem-solving skills.
  • • Ability to prioritize assignments and handle multiple priorities while maintaining a high level of service to both internal and external clients.
  • • Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiation for results and developing working relationships with internal and external clients.
  • • Strong organizational skills.
  • • Must be able to maintain a professional, customer service-oriented attitude at all times.
  • • Ability to exercise discretion in handling confidential information and materials.
  • • Must have the flexibility and willingness to work on occasional evenings and weekends when required.

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