Trust Clerk jobs in Louisville, KY

Company Overview

Based in Louisville, Kentucky, First Kentucky Trust ("FKT") is a privately held trust and wealth management firm committed to delivering its clients a boutique and personalized wealth management experience. Founded in 2006, FKT manages over $1.1 billion in private wealth assets. FKT's employees average over 20 years of industry experience and have a singular focus on individual and multi-generational family private wealth.

Position Overview

The Trust Administrative Specialist is an essential staff member who works closely with administrative account officers and the trust operations group to ensure various client account matters are performed in an accurate and timely fashion.

Primary Duties

• Provide administrative support to account officers on specific client relationships
• Serve as a secondary point of contact for client inquiries and communications
• Oversee the account opening and account closing process
• Maintain the new account pipeline and sales report
• Serve as a member on the Trust Administrative Committee
• Act as the liaison between the administrative group and the trust operations group

Secondary Duties

• Work closely with all trust-owned special assets
• Coordinate all account transfers
• Provide internal audit support as needed

Benefits

• Full-time salary and paid time off
• Group insurance offerings and Flexible Spending Accounts
• Retirement benefits with matching company contributions
• Schedule and remote work flexibility as needed and approved
• Opportunities for career advancement; paid educational training

Qualifications

• Strong internal and external communication skills
• Ability to multitask and prioritize work
• A Bachelors or Associates Degree is preferred, but not required
• Trust, banking, or wealth management experience is preferred