Job Description
Job Purpose & Scope
Provides direct Trust and Wealth client service as well as administrative support to Wealth Advisors.
Essential Job Functions
• Executes daily transaction activity including client account maintenance, disbursements, account opening and closing activities, and asset receipt and delivery instructions in support of client service efforts.
• Interacts with Operations, Middle Office, Compliance, IT, and other Trust and Wealth partners as necessary to execute daily tasks according to established policy and procedures.
• Provides ongoing support to prepare, coordinate, deliver, and collect necessary account and client documentation in accordance with regulatory and internal compliance procedures.
• Engages with clients, internal partners, and Trust and Wealth teammates to perform research as needed to answer questions, problem-solve, and provide information to tax and legal partners.
• Provides ongoing support of Trust and Wealth tax reporting requirements including tracking and account maintenance, and interaction with third party tax preparation services.
• Provides support for Trust and Wealth team business development efforts including preparation of presentation materials, conference coordination and attendance, scheduling, and pipeline tracking.
• Responds to inbound client requests including money movement.
• Supports the RMD(Required Minimum Distribution) process for IRA clients.
• Supports client onboarding/account setup.
• Coordinates internal meetings and conference calls with internal and line of business partners.
• Monitors Wealth Engine to help generate leads for Wealth Advisors.
• Supports client and prospect outreach by preparing mailings and planning client events.
• Performs ARS (Administrative Account Review Suite ) reviews and is responsible for collecting information needed to clear ARS exceptions.
• Maintains good punctuality and attendance to work.
• Follows Bank policy, procedures, and guidelines.
Knowledge, Skills & Abilities
• Knowledge of general banking and/or wealth management concepts.
• Knowledge and awareness of data security within a banking environment.
• Ability to communicate effectively, both verbally and in writing, with clients, teammates, and internal and external partners.
• Ability to demonstrate initiative to accomplish work objectives.
• Ability to work both independently and in a team environment.
• Ability to demonstrate effective problem-solving skills with minimal guidance and anticipate likely as well as alternative outcomes.
• Ability to coordinate multiple activities and data sources to achieve desired outcomes.
• Ability to manage multiple tasks with exacting deadlines in a fast-paced environment.
• Ability to demonstrate excellent and effective customer service skills.
• Ability to maintain confidentiality. bility to demonstrate effective organization, critical thinking, analytical, and problem-solving skills.
• Ability to work effectively and demonstrate flexibility in a continually changing environment.
• Ability to demonstrate attention to detail.
• Skill in using computer and Microsoft Office products, including Word, PowerPoint, and Excel.
Basic Qualifications
• High school diploma or equivalent, required; associate’s or bachelor’s degree, preferred.
• 1+ year of work experience in a related paralegal role or in an administrative role in a professional financial services or brokerage services environment, required; OR, in lieu of experience, degree in trust administration, required.
• Prior experience in financial planning, preferred.
• Prior experience using Smartsheet technology, preferred.
Job Expectations
Job Expectations: Operate customary equipment and technology used in a business environment, with or without accommodation.
Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.
EEO Statement
Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, ****** orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
Provides direct Trust and Wealth client service as well as administrative support to Wealth Advisors.
Essential Job Functions
• Executes daily transaction activity including client account maintenance, disbursements, account opening and closing activities, and asset receipt and delivery instructions in support of client service efforts.
• Interacts with Operations, Middle Office, Compliance, IT, and other Trust and Wealth partners as necessary to execute daily tasks according to established policy and procedures.
• Provides ongoing support to prepare, coordinate, deliver, and collect necessary account and client documentation in accordance with regulatory and internal compliance procedures.
• Engages with clients, internal partners, and Trust and Wealth teammates to perform research as needed to answer questions, problem-solve, and provide information to tax and legal partners.
• Provides ongoing support of Trust and Wealth tax reporting requirements including tracking and account maintenance, and interaction with third party tax preparation services.
• Provides support for Trust and Wealth team business development efforts including preparation of presentation materials, conference coordination and attendance, scheduling, and pipeline tracking.
• Responds to inbound client requests including money movement.
• Supports the RMD(Required Minimum Distribution) process for IRA clients.
• Supports client onboarding/account setup.
• Coordinates internal meetings and conference calls with internal and line of business partners.
• Monitors Wealth Engine to help generate leads for Wealth Advisors.
• Supports client and prospect outreach by preparing mailings and planning client events.
• Performs ARS (Administrative Account Review Suite ) reviews and is responsible for collecting information needed to clear ARS exceptions.
• Maintains good punctuality and attendance to work.
• Follows Bank policy, procedures, and guidelines.
Knowledge, Skills & Abilities
• Knowledge of general banking and/or wealth management concepts.
• Knowledge and awareness of data security within a banking environment.
• Ability to communicate effectively, both verbally and in writing, with clients, teammates, and internal and external partners.
• Ability to demonstrate initiative to accomplish work objectives.
• Ability to work both independently and in a team environment.
• Ability to demonstrate effective problem-solving skills with minimal guidance and anticipate likely as well as alternative outcomes.
• Ability to coordinate multiple activities and data sources to achieve desired outcomes.
• Ability to manage multiple tasks with exacting deadlines in a fast-paced environment.
• Ability to demonstrate excellent and effective customer service skills.
• Ability to maintain confidentiality. bility to demonstrate effective organization, critical thinking, analytical, and problem-solving skills.
• Ability to work effectively and demonstrate flexibility in a continually changing environment.
• Ability to demonstrate attention to detail.
• Skill in using computer and Microsoft Office products, including Word, PowerPoint, and Excel.
Basic Qualifications
• High school diploma or equivalent, required; associate’s or bachelor’s degree, preferred.
• 1+ year of work experience in a related paralegal role or in an administrative role in a professional financial services or brokerage services environment, required; OR, in lieu of experience, degree in trust administration, required.
• Prior experience in financial planning, preferred.
• Prior experience using Smartsheet technology, preferred.
Job Expectations
Job Expectations: Operate customary equipment and technology used in a business environment, with or without accommodation.
Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.
EEO Statement
Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, ****** orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Associate position is now open for candidates interested in the Bank Jobs sector. This role in Little Rock offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
