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First Horizon Bank · 1 day ago

Trust Client Specialist

Brentwood, Tennessee, United States

Full-time

Onsite

New Grad, Entry Level

First Horizon Bank is a leading regional financial services company dedicated to helping clients unlock their full potential. The Trust Client Specialist provides administrative support to Trust Officers in managing trust and estate accounts, ensuring accurate transaction processing, and maintaining client records.

BankingFinanceFinancial ServicesRisk Management

H1B Sponsor Likely

Responsibilities

Daily and weekly cash movement between Trust and DDA’s for clients

Research and Notify appropriate parties of Class Actions

Coordinating directed trades (purchase and sells) with Trust Portfolio Manager

Special Situation Assets, maintain working list, obtain statements, balance, and provide updated information to TSS for posting and maintenance

Coordinate Bank Services for Trust clients as their need may dictate. This may involve working with other areas of the bank in an effort to maintain an operational consistency between the clients trust services and his/her other banking needs

Serve as a liaison between the Administrator and the Client and also as the liaison between these two parties with other areas of the bank

Distribution of funds by check, wire, or by direct deposit into checking and investment accounts at other institution upon direction of the client and/or administrative officer’s request

Initiate entries to pay bills for Trust clients

Communicating with Trust Administrator regarding liquidity needs for living expenses, gifting purposes, and tax purpose

Setting up quarterly, annual, and monthly distributions for clients and assuring that these transactions are accurate and completed in a timely manner. This will involve setting up regular payments on the trust system. These payments are usually done via check or direct deposit into the clients checking or investment account at another institution

Follow procedures for opening and closing Trust Accounts

Gathering and distribution of tangible and intangible assets (stocks, bonds, cash, limited partnerships, and other assets)

Setting up statements on the trust system, which will enable clients to receive account information on monthly, quarterly, bi annual or annual basis

Preparing court accountings and other documents in a timely manner

Make sure that client records are correct on the system and that new information is added to and maintained correctly in the vault on file

Assist the Administrator in performing daily operational tasks, such as client contact, faxing, copying, delivering of documents, answering phones, loading documents in Compliance Services and serving in a backup role in the absence of the Trust Officer

Qualification

Microsoft OfficeTrust/Securities experiencePC operationService-orientedDetail-orientedTime managementCommunication skillsTeamwork

Required

Ability to operate a PC

Proficiency in Microsoft Office applications (Word and Excel) a must

Must be highly detailed oriented

Must be able to prioritize, manage time, finish projects timely, and complete daily tasks with little or limited supervision

Must have good oral & written skills and ability to communicate well with clients & co-workers

The ability to work as a team member

Must be highly service oriented

Preferred

Preferred Trust/Securities and processing experience

Benefits

Medical with wellness incentives, dental, and vision

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Company

First Horizon Bank

Glassdoor3.6

First Horizon Bank provides personal, business, and corporate banking, and private client services, to families and businesses.

Founded in 1864

Raleigh, North Carolina, USA

5001-10000 employees

https://www.firsthorizon.com/pmc

H1B Sponsorship

First Horizon Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (36)

2024 (31)

2023 (15)

2022 (17)

2021 (19)

2020 (16)