Trust Associate

  • location: Dallas, TX
  • type: Contract
  • salary: $20 per hour
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job description

Trust Associate

job summary:
Trust Administrator

The Corporate Trust Administrator role is critical in providing top quality service to clients and for complete administration of assigned corporate trust and/or agency accounts.

Individual must be able to prioritize and organize workflow, as well as corroborate all facets of the operation and administration of client accounts. Corporate Trust Administrator is tasked with ensuring compliance and customer satisfaction to the highest standards.

Trust Administrator (TA) reports directly to the Relationship Manager. The position requires a responsible individual to perform ongoing administrative activities for Corporate Trust Services. Under the guidance of the Relationship Manager and Team Leader, the TA will be responsible for much of the day to day administration of the portfolio, involving funds transfer, trade clearance, compliance monitoring and client service and communication.

Required: Previous experience in Financial Services preferred. BA/BS degree in finance or related field preferred. Experience in MS Office applications, such as Word, Excel, etc. Detail-oriented with ability to prioritize and organize workflow. Strong written and oral communication skills.

 
location: Dallas, Texas
job type: Contract
work hours: 8 to 5
education: Bachelor's degree
experience: 0 Years
 
responsibilities:
The Corporate Trust Administrator role is critical in providing top quality service to clients and for complete administration of assigned corporate trust and/or agency accounts.

Individual must be able to prioritize and organize workflow, as well as corroborate all facets of the operation and administration of client accounts. Corporate Trust Administrator is tasked with ensuring compliance and customer satisfaction to the highest standards.

Trust Administrator (TA) reports directly to the Relationship Manager. The position requires a responsible individual to perform ongoing administrative activities for Corporate Trust Services. Under the guidance of the Relationship Manager and Team Leader, the TA will be responsible for much of the day to day administration of the portfolio, involving funds transfer, trade clearance, compliance monitoring and client service and communication.

 
qualifications:
Required: Previous experience in Financial Services preferred. BA/BS degree in finance or related field preferred. Experience in MS Office applications, such as Word, Excel, etc. Detail-oriented with ability to prioritize and organize workflow. Strong written and oral communication skills.

 
skills: Client Service, Asset Management
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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