Trust Administrative Officer

Tolleson Wealth Management • Dallas, TX

9d

About The Position

The Trust Administrative Officer is responsible for assisting Trust Officers and other trust department personnel in the daily administration of Private Trust’s trustee and executor relationships. This role involves working closely with trust department personnel on a day-to-day basis to assist with handling administrative details while maintaining workflow. The officer will act as a point of contact with clients, trust beneficiaries and their advisors, co-fiduciaries, misc. outside service providers and internal company personnel. Responsibilities include coordinating requests, assisting with trust account setup, distributions, and administration, ensuring the integrity of account information for accurate client statements, and monitoring compliance issues. The role also involves performing special projects related to client billing, address changes, account changes, and inquiry calls, as well as assisting in preparing meeting materials for Private Trust Committees. Other duties may be assigned or requested.

Requirements

• Prior experience in private trust administration, preferably 2+ years
• Strong interpersonal and communication skills
• Sound judgment and ability to use discretion in making well-reasoned decisions
• Extensive background in use of Windows and Microsoft based products, including Office applications (Word, Excel, PowerPoint and Outlook), Internet applications
• Attention to detail and organizational skills must be a strength
• Proofreading skills
• Must consent to and have favorable consumer report, background check and drug/alcohol test

Nice To Haves

• Prior experience with trust operations a plus
• Ability to maintain extreme confidentiality in dealing with client matters
• Ability to “multi-task,” manage several projects at one time and follow through to completion
• Willingness to take initiative
• Ability to anticipate issues and be proactive/work quickly to resolve them
• Team player
• Desire to learn, expand responsibility

Responsibilities

• Assisting Trust Officers and other trust department personnel in the daily administration of Private Trust’s trustee and executor relationships
• Working closely with trust department personnel on a day-day basis to assist with handling administrative details while maintaining workflow
• Acting as a point of contact with clients, trust beneficiaries and their advisors, co-fiduciaries, misc. outside service providers and internal company personnel
• Coordinating requests from clients, client assistants and other outside advisors
• Assisting in trust account set up, effectuating trust distributions and trust administration
• Ensuring integrity of account information to produce timely and accurate client statements
• Assisting with monitoring and meeting compliance issues on each account
• Performing special projects relating to client billing issues, mail such as address changes, account changes, inquiry phone calls and other projects
• Assisting in preparing meeting materials for various Private Trust Committees
• Handling other duties as assigned or requested

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed