Employee Trust Administrator jobs in Dallas, TX

The Trust Administrator will perform specialized administrative support within the Trust Department along with performing back up duties to the Trust Administrative Officer. The job functions include:

Job Duties:

• Assist in the daily administration of personal trust, investment accounts and custody accounts.
• Assist with day to day account maintenance and input of client transactional data.
• Be proactive with clients regarding account activity and status updates.
• Maintain integrity of account information so as to produce timely and accurate client statements.
• Assist with monitoring and meeting compliance issues on client accounts.
• Assist on special projects and reports as required.
• Represent the Bank in a courteous and professional manner.
• Complying with privacy policies and procedures to maintain customer confidentiality and information protection.
• Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
• Complete and pass all required regulatory compliance training as assigned.
• Perform any additional duties and tasks assigned by management.

Qualifications & Skills:

• Excellent analytical skills with the ability to exercise independent judgment consistent with department guidelines.
• Must possess exceptional interpersonal relationship and communication skills.
• Excellent analytical skills with the ability to exercise independent judgment consistent with department guidelines.
• Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to change.

Education, Experience & Licenses:

• Associates degree preferred.
• Minimum 5 years administrative/clerical experience.
• Minimum 1 year experience with computer skills including Microsoft Word, Excel, PowerPoint and Outlook.

Experience

• 5 year(s): Minimum 5 years administrative/clerical experience.

Education

• High School or better

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)