Cadence Bank Looking for Wealth Management Specialist at Texarkana, TX  Full Time

Who We Are

Cadence is committed to serving the lifelong needs of our customers. That’s a commitment made possible by our exceptional teammates. Our team members are what set us apart. Friendly, open, personable and committed to excellence, our teammates make up more than just a bank … they make up our communities.

No matter where you are in life or where you’re going, we may have the right career for you.

Competitive Benefits

Cadence offers a competitive and comprehensive benefits package centered on the well-being of our teammates. Some of our benefits include medical, dental, vision, employee assistance program, life insurance, 401(k), Retirement Pension Benefits, parental leave, tuition reimbursement, and more.

Essential Job Duties:
* This position will provide administrative support to Trust Administration.
* Process all incoming mail as appropriate.
* Prepare documentation for officer review.
* Compose and type routine correspondence.
* Set up new account on imaging system and routinely scan file data to keep
information current and accurate
* Answer and screen incoming telephone calls, always maintaining a helpful
pleasant attitude.
* Communicate with clients regarding requests for funds and other administrative
information.
* Assist officers with tax preparation process, including many follow-up inquiries,
coordination of materials with the tax preparer, and payment of taxes.
* Interact with attorneys and other professional providers of services as requested
by officers.
* Coordinate payment of invoices and other discretionary disbursement requests.
* Perform other duties and special projects as assigned. This may include clearing
audit exceptions, monitoring recurring disbursement schedules and sending
requests for documentation to clients, etc.
* Act as designated administrator and primary contact/communicator for day-to-day
management of assigned accounts. This includes thorough analysis of facts and
circumstances and account history in order to make appropriate business decisions.
Also, should be able to review legal documents, coordinate investment activity, and
process investment and administrative compliance reviews.

Minimum Qualifications:
To perform this job successfully, candidate mustbe able
to perform each essential duty satisfactorily. The requirements listed below are
representative of the knowledge, skill, and/or ability required.

Required Skills:
Must have polished interpersonal and communication skills
* Effective organizational skills
* Ability to read and comprehend simple instructions, short correspondence and
memos, as well as compose simple correspondence
* Ability to effectively present information in one-on-one and small group situations to
clients and other employees of the organization
* Ability to add, subtract, multiply and divide in all units of measure, using whole
numbers, common fractions, and decimals
* Ability to perform these operations using units of American money and weight
measurement, volume and distance
* Ability to carry out detailed, but uninvolved written or oral instructions
* Ability to deal with problems involving a few concrete variables in standardized
situations
* Computer skills to include Trust Accounting System, database software, Microsoft
Outlook, Excel and Microsoft Word
* Perform Trust System input (directed by the Trust Administrative Officer) related to
transactions, account set-ups, on-boarding of new account assets, set-up of real estate
in the system, oil & gas assets, securities and all other assets
* Ability to insure all distributions and wires are properly input into the trust system
and wire system with all required checks and balances of both systems
* Ability to handle interaction with beneficiaries, and/or people who work for our trust
customers, regarding routine issues such as care management, repairs to property,
securing estimates from various service providers, etc.

Education:
High school diploma or general education degree (GED), some college preferred

Experience:
Previous banking or legal experience preferred but not required

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Cadence Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.