Corporate Trust Assistant Account Administrator

Herring Bank • Amarillo, TX

5d

About The Position

Herring Bank is seeking a detail-oriented and customer-focused Assistant Account Administrator to support our Corporate Trust division. This position serves as the first point of contact for the department and plays a key role in processing trust-related information, supporting self-directed accounts, and delivering exceptional service to bondholders, churches, and internal partners.

This role is well-suited for someone who enjoys multitasking, working with detailed financial information, and supporting customers in a regulated banking environment.

Requirements

• High school diploma or equivalent and at least 3 years of relevant finance-related experience OR a bachelor’s degree in business, Accounting, Finance, or a related field
• Proficiency with Microsoft Office and basic computer applications
• Strong telephone, written, and interpersonal communication skills
• Ability to manage multiple tasks in a fast-paced environment
• Strong attention to detail, organization, and time-management skills
• Positive, professional demeanor with a customer-service mindset
• Ability to work independently with minimal supervision
• Commitment to confidentiality and compliance
• Ability to work a non-exempt schedule up to 40 hours per week
• Must pass a background and credit check

Responsibilities

• Serve as the first point of contact for the Corporate Trust department, handling incoming calls and customer inquiries
• Open, process, and distribute all departmental mail, accurately interpreting and routing documents
• Answer bondholder questions related to interest and principal disbursements
• Open new self-directed accounts and collect required documentation
• Process account updates, distributions, contributions, dividends, and interest for self-directed accounts
• Prepare and mail monthly self-directed annual fee statements
• Perform annual administrative reviews for all self-directed accounts, ensuring required documentation is complete
• Assist with incoming and outgoing transfer requests
• Track insurance and financial statements for church accounts and distribute annual statements
• Provide backup support for daily trust journal entries and the Self-Directed Administrator as needed
• Refer customers to appropriate bank partners for additional products and services
• Support a collaborative team environment and a positive customer experience

Benefits

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees