Trust Administration Assistant jobs in Texas

At Guaranty Bank & Trust, we are passionate about helping others and our communities. We strive to stand out and be different, and as a result, our business is growing fast!

Guaranty Bank & Trust offers competitive pay and benefits, generous time off, continued training and career development. Do you want to work for a respected financial institution who supports innovation, promotes collaboration, is environmentally responsible, technology driven, ethical, and is willing to invest in your career? If so, we should meet!

We are currently searching for the right person to join our team as a Trust Assistant.

The Trust Assistant will provide specialized secretarial and administrative support within the Trust & Wealth Management Department. This position will perform back up duties to the Trust Officers and Portfolio Managers. Our company’s culture supports customers in achieving their financial goals and dreams. You’ll be able to help contribute to this by:

Job Duties:

• Assist in the daily administration of personal trust and investment accounts.
• Assist with day- to- day account maintenance and input of client transactional data.
• Perform document scanning and filing.
• Assist Trust Administrators with clients.
• Follow and adhere to all operational and security policies and procedures.
• 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.
• Comply with compliance and 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:

• Proficient with computer skills including Microsoft Word, Excel, PowerPoint and Outlook.
• Excellent organizational and time management skills.
• Ability to follow directions accurately.
• Candidates must be open to working on a variety of projects and tasks.

Education, Experience & Licenses:

• High School diploma or equivalent.
• Associates degree preferred.
• Minimum 2 years administrative/clerical experience.

Experience

• 2 year(s): Minimum 2 years administrative/clerical experience

Education

• Bachelors or better in Finance

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)