Trust Associate - Houston, TX

Texas Regional Bank • Houston, TX

6d • Onsite

About The Position

The Trust Associate is a specialist role that supports Trust Administrative and Trust Sales Duties for the Trust and Wealth Management Division and has primary responsibility for assisting the Trust Officers and Wealth Strategists.

Requirements

• 1 or more years of experience in a client service role, ideally in financial services.
• General knowledge of investment products.
• Bachelor's Degree or equivalent work experience.
• Highly effective written and oral communication skills.
• Strong analytical, problem solving and organizational skills with keen attention to detail.
• Ability to work well with a team and represent the culture of the firm.
• Team player with a high level of energy, enthusiasm
• Natural self-starter and has a proactive posture towards progress and innovation
• Unimpeachable integrity and can be trusted to maintain confidential information.
• Sense of urgency and operates in a timely fashion on all fronts.
• Proficiency in MS Office including Word, Excel, PowerPoint, and Outlook

Nice To Haves

• Experience in trust, estate administration or life insurance policies is a plus (but not required)
• Trust accounting platform experience preferred.

Responsibilities

• Partner with the trust team and the broader Trust & Wealth Management Team to strengthen client relationships.
• Communicate clearly and effectively with clients (e.g. account owners, trust beneficiaries and portfolio managers) daily.
• Respond to their requests and work with them to resolve issues and meet their needs.
• Utilize the InnoTrust platform for administrative services, account maintenance, and the creation of administrative reports.
• Prepare documents and presentations as needed.
• Maintain client records, compliance files, manage sensitive, confidential, proprietary information with discretion.
• Prepare applications; account pre-acceptance; account acceptance and related forms for signature.
• Prepare administrative reviews.
• Gather information and prepare agenda for various meetings and committees.
• Complete special projects as requested.
• Support Trust Officers in properly administering relevant trust accounts.
• Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
• Comply with federal and state regulations as well as all established Bank policies and procedures.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level