Trust Administrator

Job Summary

Trust Administrator at Hancock Whitney. Provide administrative and operational support to Trust Relationship Managers and Advisors, delivering excellent customer service.

• Serve as the administrative contact for clients and third‑party providers in the servicing of client accounts and relationships.
• Respond to inbound client calls, resolve inquiries or requests related to accounts, assume ownership of issues and deliver proper follow‑up.
• Consult with Trust Advisor/Relationship Managers regarding more complex issues.
• Identify opportunities to enhance client experience through independent identification of account issues.
• Assist in tasks required in administering accounts, including document management (imaging, faxing, photocopying, maintaining files).
• Coordinate with Trust Advisor/Relationship Manager to complete assigned account administrative reviews and timely exception remediation.
• Facilitate money transfers in accordance with bank policy – checks, wires, ACH, internal transfers.
• Monitor cash levels in accounts.
• Review transactions to identify errant transactions and ensure proper postings.
• Support departmental projects on an as‑needed basis.
• Analyze trust/financial information, react accordingly and prioritize as appropriate.
• Keep current with all laws and regulations applicable to primary Trust functions.
• May serve as backup to other Wealth Management Administrative Assistants as needed.
• All duties require awareness and adherence to policies/procedures and compliance requirements.
• Comply with all applicable federal, state, and local banking and industry related laws and regulations including the Bank Secrecy Act.

• High School diploma or GED required. Bachelor’s degree in Business, Finance, or Accounting strongly preferred.
• At least 2 years of administrative support experience, preferably in one or more of the following areas:
  Trust Administration, Trust compliance, Employee Benefits, Stock Transfer, Brokerage Operations, and/or Financial Analysis.
• Equivalent combination of education and related experience or training may be considered.
• Basic knowledge and understanding of banking industry and Trust administration and operations preferred.
• Proficiency with Microsoft Office applications; basic Excel and Word skills required.

• Ability to travel if required to perform essential job functions.
• Ability to work under stress and meet deadlines.
• Ability to operate related equipment to perform essential job functions.
• Ability to read and interpret documents if required to perform essential job functions.
• Ability to lift/move/carry approximately 10 pounds if required to perform essential job functions; accommodation may be provided if unable to lift without undue hardship.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

Location:

New Orleans, LA