Trust Administrator II

Jefferson Bank • San Antonio, TX

2d

About The Position

To provide day-to-day administrative and operational support to the Trust Department and Trust Officers.

Requirements

• Three to Five years’ experience in administrative support role.
• High School Diploma or equivalent.
• Personal computer with high proficiency using Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint).
• Must be able to use telephone, 10 key adding machine/calculator, copier, scanner and facsimile machine.
• Proven organizational skills with ability to shift priorities and follow assigned tasks through completion.
• Excellent oral and written skills.
• Ability to work independently with minimal supervision.
• Must have high attention to detail with ability to focus on assigned tasks.
• Must be accustomed to multitasking and a fast-paced office environment.
• Must be able to lift, push and pull files up to 15 pounds for storage.
• Must be able to bend, stoop, and be mobile within office environment.
• Must be able to sit for most of the day in front of a computer.
• Must be able to speak and hear customers.
• Must be able to see computer screen to read and type on the keyboard.
• Must be able to be mobile in an office environment.
• Must be able to bend and stoop to floor level filing cabinet drawers.
• Occasional travel may be required.

Nice To Haves

• Three to five years of direct trust administrative assistant experience.
• Accounting experience preferred.
• Undergraduate degree or pursuing, preferred.

Responsibilities

• Prepare discretionary distributions, payment of client expenses (cash and/or asset distributions), customer cash and/or asset contributions, correspondence, and routine customer inquiries.
• Engage directly with customers on a wide variety of requests associated with administration of accounts
• Responsible for coordination of and compilation of monthly Trust Committee board packet.
• Attend and take minutes for Trust related Committee meetings.
• Review trust agreements in support of trust officer administering accounts.
• Prepare account Pre-Acceptance, New Account Set-Up, Initial and Annual Review documents and Account Closing Report(s) for review by Trust Officer(s).
• Prepare customer/account CIP, BSA and other related account forms. Gather information and documents from customer as necessary.
• Prepare New Account Set Up form and review new accounts for compliance with required Policy and processes.
• Compile and analyze various internal information and documentation utilizing Excel and other software.
• Support other Trust Administrators in the administration of Trust Accounts.
• Communication with various vendors on behalf of Trust Officer and/or client.
• Reconciliation of various accounts and dual control reports.
• Timely imaging of Legal, Correspondence, Investment, Mineral, Real Estate and other relevant Trust documents/information when necessary.
• Handle overnight shipping and courier needs for Department staff as needed.
• Confirm and verify outgoing wire transfers for Department.
• Notarize documents.
• Answer telephone(s) and manage conference room reservations as necessary.
• Prepare expense reports for Trust Officers as requested.
• Other projects and duties as needed.

What This Job Offers

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