Trust Administrator IV
Location: Houma, Louisiana
Description: Hancock Bank is employing Trust Administrator IV right now, this occupation will be situated in Louisiana. More complete informations about this occupation opportunity please give attention to these descriptions. Description Summary Responsible for complete administration, relationship management and compliance of large and complex clients by performing the following duties
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Administers, invests and/or solicits business of large and complex relationships in compliance with bank policies, account documents, laws and regulations.
Keeps current with all developments, applicable laws and regulations within individual field and provides advice to more junior administrators, investment officers and/or business development officers as necessary.
Represents bank on boards or committees related to businesses or institutions for which the trust department provides a service.
Develops new business and/or advises other officers on details of proposed plans for more complex arrangements
Directs realization of assets, liquidation of liabilities, and payment of debts for trusts
Directs disbursement of funds according to conditions of trust
Ensures that excess or surplus funds are invested according to terms of trust and wishes of trust client
Administers, invests and/or solicits business of large and complex relationships in compliance with bank policies, account documents, laws and regulations.
Manages accounts in accordance with the terms of the governing documents and in a manner consistent with the needs of owners, beneficiaries, and/or remaindermen; Analyzes, studies, and gains understanding of governing documents.
Arranges for the assembly, appraisal, evaluation, transfer and protection of assets or business interests
Sets up documentation of new accounts, determines the frequency and amount of payments, considers tax liabilities and arranges for accounting and distributions.
Coordinates administrative functions with other sections and individuals, such as investment officers, trust tax officers, attorneys, co-executors/co-trustees and others as required
Assures the accounts are in compliance with Bank/Trust Department policies, procedures and any applicable federal/state laws and regulations.
Resolves issues or problems brought by owners, beneficiaries, and others, such as requests for special distributions, or planning and approving necessary expenditures for care and maintenance.
Advises management and members of the trust administrative committee on questions regarding the acceptability of trust positions and the proper use of income or corpus for accounts being managed
Oversees management of investments; Coordinates with Trust investment officers to ensure account assets are being managed to comply with the stated objective for the account.
Represents the company in business activities and serves as a contact for customers, attorneys, CPAs and beneficiaries relating to assigned accounts.
Advises or consults with other officers on details of proposed business plans.
Secondary Duties
Handles day-to-day issues for book of business
Interprets and applies new legislation to accounts
Refer business to other departments in the bank in order to assist clients with their needs
Cover all duties of Trust Administrators as needed
Serves as a liaison between trust administration and other bank departments
Prepares correspondence and reports as needed by department personnel.
Works on special projects as needed.
Secondary Duties
Represents bank on boards or committees related to businesses or institutions for which the trust department provides a service.
Keeps current with all developments, applicable laws and regulations within individual field and provides advice to more junior administrators, investment officers and/or business development officers as necessary.
Makes court appearances at audits or other proceedings, and deals with realtors, attorneys, agents, and others for the acquisition, disposition, or preservation of trust assets and related business.
Supervisory Responsibilities May directly supervise employees in the Trust Department and carries out supervisory responsibilities in accordance with the organization's policies and applicable laws; Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education and/or Experience Bachelor's degree; six to eight years related experience in a trust administration capacity
Language Skills Ability to communicate effectively orally and in writing using the English language; Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations; Ability to write reports, business correspondence, and procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Mathematical Skills Ability to apply advanced mathematical concepts such as exponents, logarithms, quadratic equations and permutations; Ability to apply mathematical operations to such tasks as frequency distribution, determination of test reliability and validity, analysis of variance, correlation techniques, sampling theory and factor analysis.
Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists; Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Computer Skills Ability to learn or knowledge of Microsoft Office products including Microsoft Word, Excel, Access and Powerpoint; Ability to learn or knowledge of Outlook email program
Certificates, Licenses, Registrations
No specific certifications, licensure or registrations are required to satisfactorily perform this job; however, a Certified Retirement Services Professional designation or equivalent is preferred.
Competencies To perform the job successfully, an individual should demonstrate the following competencies:
Core Values - Has a high level of commitment to service to all of our customers, both external and internal; Honors others and acts with integrity and ethics; Promotes Hancock Holding Company in safety and financial strength and stability; Exhibits teamwork and the value that no one person is more important than another; Accepts personal responsibility for actions.
Business Skills - Pays close attention to detail; Possesses good organizational skills; Exhibits high level accounting skills; Exhibits basic accounting skills; Has knowledge of basic banking products such as depository accounts and investments.
Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
Project Management - Develops project plans; Communicates changes and progress; Completes projects on time and budget.
Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Presents numerical data effectively; Able to read and interpret written information.
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
Visionary Leadership - Displays passion and optimism; Inspires respect and trust; Mobilizes others to fulfill the vision; Provides vision and inspiration to peers and subordinates.
Change Management - Develops workable implementation plans; Communicates changes effectively; Builds commitment and overcomes resistance; Prepares and supports those affected by change; Monitors transition and evaluates results.
Delegation - Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Sets expectations and monitors delegated activities; Provides recognition for results.
Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others.
Managing People - Includes staff in planning, decision-making, facilitating and process improvement; Takes responsibility for subordinates' activities; Makes self available to staff; Provides regular performance feedback; Develops subordinates' skills and encourages growth; Solicits and applies customer feedback (internal and external); Fosters quality focus in others; Improves processes, products and services.; Continually works to improve supervisory skills.
Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
Cost Consciousness - Works within approved budget; Contributes to profits and revenue; develops and implements cost saving measures; Conserves organizational resources.
Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.
Strategic Thinking - Develops strategies to achieve organizational goals; Understands organization's strengths & weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions.
Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.
Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
Safety and Security - Observes safety and security procedures; Determines appropriate action beyond guidelines; Reports potentially unsafe conditions; Uses equipment and materials properly.
Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to finger, handle or feel such as using a computer mouse or writing and talk or hear in person or on the telephone with other employees, supervisors and in some cases the general public and board of directors. The employee is frequently required to sit and reach with hands and arms. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Special vision requirements include close vision and color vision.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Assignment of Duties
NOTHING IN THIS JOB DESCRIPTION RESTRICTS MANAGEMENT'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBLITIES TO THE JOB AT ANY TIME.
- .
If you were eligible to this occupation, please email us your resume, with salary requirements and a resume to Hancock Bank.
Interested on this occupation, just click on the Apply button, you will be redirected to the official website
This occupation starts available on: Fri, 24 Aug 2012 01:14:13 GMT
Apply Trust Administrator IV Here