Trust Administrator Jobs in Dallas, TX
A Trust Administrator in the banking industry is responsible for managing trusts, estates, and investment accounts, following the specifications within the trust agreement. This professional liaises with beneficiaries and other interested parties, ensuring all transactions are completed accurately and promptly. They may also conduct regular reviews of the trust agreements to verify the adherence to laws and regulations. Trust Administrators may assist in estate planning, tax strategies, and wealth transfer, offering clients invaluable financial advice and solutions.
Trust Administrators should possess strong analytical, communication, and organizational skills. They should be detail-oriented and have a comprehensive understanding of trust and estate law, financial planning, tax law, and investment strategies. As for certifications, many employers prefer candidates with Certified Trust and Financial Advisor (CTFA) certification, which indicates a high level of competency in trust administration. Prior to becoming a Trust Administrator, individuals often gain experience in roles such as Trust Associate, Trust Officer or Legal Assistant. A background in law, finance, or accountancy is typically required.
Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account...
Associate Trust Officer - Associate Fiduciary Specialist
- Dallas, TX
- 8 days ago
- Dallas, TX
- 8 days ago
Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account...
- Addison, TX (12 miles from Dallas, TX)
- 18 days ago
- Addison, TX (12 miles from Dallas, TX)
- 18 days ago
The Trust Officer will perform all functions as necessary to properly administer a group of client accounts in the wealth management department....
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and...
Demographic Data for Dallas, TX
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Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Dallas, TX
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Dallas, TX offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Trust Administrator position
- Account Opening
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Know Your Customer
- Account Maintenance
- Automated Clearing House
- Private Banking
- OFAC
- Cross Selling
- Mortgage Processing
- Wealth Management
- Credit Analysis
- Financial Services
- Anti-Money Laundering
- Capital Markets
- Investment Banking
- Investment Management
- Account Reconciliation
- Portfolio Management
- Financial Planning
- Taxes
- Risk Analysis
- Client Services
- Resolution
- Real Estate
- Referrals
- Relationship Management
- Accounts Payable
- Strategy Development
- Risk Management
- Closing
- Finance
- Business Development
- Process Improvement
- Accounting
- Customer Relations
- Mentoring
- Documentation
- Reporting
- Sales
- Regulations
- Policy Development
- Microsoft Excel
- Microsoft Office
- Problem Solving
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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