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Senior Trust Account Officer

2 months ago

Little Rock, Arkansas, United States First Horizon Bank Full time
Job Summary

We are seeking a highly skilled Trust Account Officer to join our team at First Horizon Bank. As a key member of our financial services team, you will be responsible for the administration of trust accounts, estate portfolios, and moderate to complex accounts.

Key Responsibilities:

  • Manage assigned accounts in accordance with terms specified in the trust instrument, agreement, or state statutes.
  • Open new estate, trust, guardianship, and other agency accounts according to established external and internal regulations, policies, and procedures.
  • Build relationships with persons, agencies, and organizations that may have need of trust accounting or other financial strategies and services offered by the company.
  • Partner with Relationship Managers, Portfolio Managers, and other Trust Officers to understand and identify client goals, objectives, and risk tolerance for both short-term and long-term investments.
  • Coordinate all aspects of trust terminations and account closing in coordination with all applicable departments.
  • Complete monthly account reviews and reports, as well as pipeline activity.
  • Remain current on relevant Wealth Management and Investment Advisory laws/issues/topics.
  • Complete, pass, and maintain an up-to-date status for all positional and company required compliance and regulatory courses.

Requirements:

  • Knowledge of trust principles, regulatory, and tax matters relating to the administration of trust accounts.
  • Strong ability to read, analyze, and effectively research and evaluate information to make decisions, solve problems, and achieve goals.
  • Strong presentation and sales skills.
  • Skilled in applicable computer software, e.g., Microsoft Word, Microsoft Excel, etc.
  • Relevant certifications.
  • 4-6 years of Trust or Investment Advisor experience or the equivalent in education and experience.

About Us

First Horizon Bank is a leading regional financial services company dedicated to helping our clients, communities, and associates unlock their full potential with capital and counsel. We serve clients through a team of approximately 7,300 associates and 418 banking centers throughout the southeastern United States.

Benefits

  • Medical with wellness incentives, dental, and vision.
  • HSA with company match.
  • Maternity and parental leave.
  • Tuition reimbursement.
  • Mentor program.
  • 401(k) with 6% match.

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.