AWM Trust Support Specialist

Maintained Duties

• Interact daily with internal and external contacts to ensure all account activity is processed timely.
• This includes deposits, distributions, wire transfers, DDA transfers and receipts.
• Manages a cash balance sheet to ensure adequate cash positions remain in each account and brings cash needs to the attention of the trust officer.
• Affixes to Trust Officer and clients with problem resolution and account maintenance.
• Manages the day-to-day operational issues regarding transactions by performing research and serving as liaison between trust operations and Trust Officer and/or client.
• Affixes to Trust Officer in meeting clients’ reporting needs as well as responding to clients’ inquiries regarding statements, transactions, and tax matters.
• Reviews daily transactions for overdrafts and accuracy in spelling, delivery and amount.
• Affixes to Trust Officer in maintaining tax coding and assists in producing all tax documents needed to file timely returns and process payments required.
• Coordination of transition of new accounts including account set-up packet, transfer of assets, and all coding.
• Coordination of disposition of assets, final fees, and final tax reporting for closed accounts.
• Performing routine administrative activities including answering phone calls and email, sorting incoming physical mail, staying current on imaging and filing, working with Trust Unique Assets to coordinate various vendors (i.e., lawn service, caretakers, etc.), and various special projects as assigned.
• Assistance in securing and booking special assets including personal property and real property.
• Initiation of monthly account reviews in ARS for the Trust Officer to review, complete, and sign.
• Inputting Trust Officer call information into Client Link and Profiler.
• Scheduling Standby Trust Review meetings for Trust Officer.
• Identification and making referrals to all bank partners.

Qualifications

• High School Diploma or General Education Degree (GED) required.
• 2 years of business-related experience required; Trust, Investment, and/or Bank administrative support work preferred.
• Basic knowledge of Bank products and services required.
• Basic knowledge of taxation required.
• Intermediate level user of MS Office and/or Google programs required.
• Completion of Trust Support training coursework required within 18 months of employment required.
• Associate or bachelor’s degree preferred.
• Relevant military experience is considered for veterans and transitioning service members.

Benefits

• Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits.
• For more information about benefits, please visit www.arvest.com/careers/benefits.

Pay

• Pay is based on a number of factors including the successful candidate’s job-related knowledge and skills, qualifications, and prior experience.
• Pay Range: $20.00 - $24.95 per hour.

Schedule

• Position is Monday through Friday 8 am to 5 pm with ability to work additional hours as needed.