Trust & Wealth - Administrator

It starts with our culture ...

Common sense has never been common.

If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions.

That's the basics of Relationships. Fairness. Simplicity. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.

We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.

This type of position is ideal for someone looking to build a career in financial services.

As a Trust and Wealth Administrator, you will:

• Work with and through others, building and maintaining all custodial account relationships (non-fiduciary) as well as support and secondary contact for more complex trust administration relationships of clients and beneficiaries.
• Operate as an effective communicator, who is able to stimulate and motivate others while being aware of and responsive to their needs and concerns.
• Detail work is a major focus of the job, and those details need to be handled quickly, correctly, and efficiently and working within established guidelines.
• Be an active participant in maintaining guidelines, structure, and established policies as you work with and for others.

As a Trust and Wealth Administrator, you will have an opportunity to manage day-to-day full cycle account maintenance and provide support to senior administration associates to deliver fiduciary and wealth management services through all phases of the account relationship. You will be responsible for a variety of tasks including monitoring tax reporting and payment processes and working with the administration of unique (non-security) custodial and fiduciary assets such as real estate, personal property, and collectables.

The position will have primary responsibility for the new account opening process, document creation, and monitoring new account client contact. The position will also assist with transactional activities, planning support and administrative and investment reviews, communications and providing various concierge services. The Administrator will work with the trust accounting core system (InfoVisa) and operations principles to provide support to the operations team as needed. Additionally, this position will provide communication regarding department activities, as well as create financial, department and account administration reports for the Board, trust committees, auditors and examiners. Lastly, be the primary face and voice for the department with clients, vendors and visitors, to include acting as the first point of contact for incoming phone calls.

All associates are expected to build a great rapport with clients and fellow associates, treat others with respect and consideration regardless of their status or position. Additionally associates will maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position.

Minimum Requirements:

• Bachelor's degree in related field or equivalent combination of education and experience. At a minimum, High school diploma or GED.
• Valid driver's license
• Bachelor's degree in related field or equivalent combination of education and experience.

Desired Skills: Ideal candidates for this position should possess some or all of the following skills:

• Previous fiduciary experience and/or experience in financial operations
• Coursework in Legal, Accounting, Business, Finance, Trust Administration
• Proficient in Microsoft Outlook, PowerPoint, Word and Excel
• Identify key relationships to achieve strategic goals
• Well-developed and proven organizational skills with ability to utilize time efficiently
• Must be goal driven and demonstrate ability to work effectively with limited supervision
• Strong client service skills with detailed and timely responsiveness to internal and external clients.
• Passionate and motivated self-starter
• Ability to think logically in order to analyze situations and make sound and decisions to consistent deliver on commitments and assume responsibility for results
• Ability to handle multiple tasks simultaneously
• Capacity to work with multiple computer and software systems

Work Environment:

We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:

• We are committed to our core value of meritocracy and supporting our associates in growing within their role
• When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead.

Benefits:

In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks.

If this is what you believe in, then you're definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.