Trust Administration Officer

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West, TX
Job Type
Direct Hire
Jul 13, 2018
Job ID
Our client consistently rated one of the top community banks nationally seeks to hire someone to administer trust accounts. You will work with foundations and a variety of accounts in this team-oriented, customer focused wealth division.  They offer career growth.  This position factors into their succession planning.
As Trust Administration Officer, you will: 
  • Administer foundations and a variety of accounts including estates, investment agencies, special needs trusts, etc. 
  • Work with and make presentations to boards
  • Explain investment performance and asset allocations to clients.
  • Participate in a team new business goal by referring business to the team and participating in sales presentations.  No cold calling.
  • Supervise and mentor an assistant.
As the successful candidate for Trust Administration Officer, you will:
  • Be proactive in serving clients and mitigating risk
  • Enjoy and have successful experience working in a team environment
  • Have experience administering foundations; need to have had board interaction experience and ability to present to a board 
  • Have experience administering a variety of accounts i.e. estates, investment management, special needs, estate planning
  • Have experience in court settings for trust accounting, hearings; not litigation
  • Have experience working very knowledgeable high net worth individuals
  • Be able to write complex communication
  • Confident in communication, be able to build rapport
Compensation:  DOE

Keywords:  Trust, Wealth Management