Institutional Wealth Trust Strategist

It's fun to work in a company where people truly BELIEVE in what they're doing! ------------------------------------------------------------------------------- _We're committed to bringing passion and customer focus to the business._ The Institutional Wealth Trust Strategist ensures that the accounts will be administered appropriately.  Also, works closely with clients, their professional advisors, and their account’s portfolio manager.     **Essential Duties and Responsibilities** * Administers assigned accounts according to the terms of the controlling document, applicable laws, regulations, and policies. * Works with the Portfolio Management Group to ensure that all accounts are invested with appropriate asset allocation, if applicable. * Work as part of the team to support sales efforts and obtain new clients. * Maintains appropriate contact with clients and their advisors. * Works with other bankers and professionals, in the legal and accounting fields, to develop new trust and investment management clients. * Ensures that the appropriate accountings are provided to parties associated with the Trust Administrator’s clients. * Responsible for all management duties of assigned associates to include hiring, performance management, salary recommendations, training of new associates and skill development of all staff. * Participates in community and civic activities. * Assists in budget preparation. * Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training. * Performs other duties and responsibilities as assigned. **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. **Skills** * Ability to read and comprehend simple instructions, short correspondence, and memos. * Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals, or government regulations. * Ability to read, analyze and interpret financial reports and/or legal documents. * Ability to write simple-to-business correspondence, routine reports, and procedures. * Ability to respond, in writing, to customer complaints, regulatory agencies, or members of the business community. * Ability to effectively speak and present information in one-on-one and small group situations, to customers, clients, and other employees in the organization. * Ability to speak effectively, present information, and respond to questions from groups of clients, customers, employees, managers, top management, boards of directors, and the general public **Education and/or Experience** * BS/BA Degree (4 year) from an accredited university/college or * Four to six years of experience in wealth management. * CPA, CFP, Law Degree or ABA designation in the area managed is preferred **Specialized Training** * Courses related to investments, financial planning, estate administration, or another trust-related field is helpful. **Computer Skills**  * MS Word, Excel, and Outlook **Certificates, Licenses, Registrations** * An ABA trust certification is preferable. **Other Qualifications** (including physical requirements) * Must have good organizational skills. * Must have good oral and written communication skills. * Must have good problem-solving skills with the ability to develop creative solutions. * Must have good interpersonal skills. _Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications._