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Trust Client Specialist

1 month ago

Mobile AL United States First Horizon Bank Full time
Job Description

Location: On site at location listed in job posting.

Summary

The primary function of the Client Specialist is to provide general clerical administrative support to an individual or small group of individuals, relieving them of clerical, administrative and business detail. The Client Specialist will assist Trust Officers in the administration and management of various types of accounts including Trusts, retirement accounts, investment management accounts, estates, etc.

Responsibilities

• Various aspects of account maintenance, including but not limited to opening and closing accounts following Trust procedures, setting up contact records, setting up statements in the Trust system, setting up disbursement and receipt ticklers, maintaining account coding.
• Processing various cash transactions using Trust and bank systems, including but not limited to processing incoming checks, paying bills for clients, disbursements to clients, account-to-account transfers.
• Initiating and monitoring asset transfers between institutions.
• Gathering and distribution of tangible and intangible assets (stocks, bonds, cash, limited partnerships, and other assets).
• Scanning and uploading various documents needed for compliance purposes and providing requested documentation for audits.
• Serving as a liaison between the client and Trust Officer as well as other departments of the bank.
• Being organized, meeting deadlines, and processing requests with accuracy.
• Serving in a back-up role in the absence of the Trust Officer.
• Supporting and contributing to new business development efforts in the bank through client contact and referrals while promoting the appropriate company image and maintaining a professional attitude.
• Performing general office duties and providing team/departmental support as needed.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
1. High school diploma or GED and 0-2 years of experience or equivalent combination of education and experience.

About Us
First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation’s best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.

Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)