Trust Administrator Jobs in Texas
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.
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
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...
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...
Develops partnership and collaboration with internal business partners, including Portfolio Managers and Wealth Management Advisors, and participates in sales process and review of new business opportunities...
Associate Trust Officer - Associate Fiduciary Specialist
- Dallas, TX
- 5 days ago
- Dallas, TX
- 5 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...
The Senior Trust Administrator leads the team in reconciling and maintaining data on the client's behalf, as well as reviewal of monthly and quarterly reports....
The Trust Officer will perform all functions as necessary to properly administer a group of client accounts in the wealth management department....
Senior Estate and Trust Manager Position Overview: Join our dynamic team as a Senior Estate and Trust Manager, where you’ll play a pivotal role in shaping our department’s future. With...
Responsibilities: Account Administration: Serve as the trust administrator for designated clients, including mentoring and coaching trust specialists to assist you in preparing summaries and recommendations...
Trust Officer This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span literal generations. This role can service...
Special Instructions to Applicants: All interested applicants please attach a cover letter and resume in PDF format. About Rice: Boasting a 300-acre tree-lined campus in Houston, Texas, Rice...
Estate and Trust Manager Position Abilene, TX- Relocation assistance offered Position Overview: Our firm is seeking a talented and experienced Manager for our Estate and Trust department. This...
to the overall goals and objectives of Wealth Management....
Support other Trust Administrators in the administration of Trust Accounts. Communication with various vendors on behalf of Trust Officer and/or client....
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 Texas
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Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Texas
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Texas 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
- Account Maintenance
- Know Your Customer
- Automated Clearing House
- Private Banking
- OFAC
- Cross Selling
- Mortgage Processing
- Wealth Management
- Credit Analysis
- Financial Services
- Anti-Money Laundering
- Capital Markets
- Service Standards
- Investment Banking
- Investment Management
- Account Reconciliation
- Portfolio Management
- Taxes
- Financial Planning
- Client Services
- Resolution
- Real Estate
- Referrals
- Relationship Management
- Accounts Payable
- Strategy Development
- Risk Management
- Closing
- Finance
- Business Development
- Process Improvement
- Accounting
- Customer Relations
- Documentation
- Bachelor's Degree
- Sales
- Regulations
- Policy Development
- Microsoft Excel
- Problem Solving
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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