Position Summary
- 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.
- Principal Duties and 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.
Other Responsibilities
- 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.
Qualifications, Education and Experience Requirements
- 1 or more years of experience in a client service role, ideally in financial services.
- General knowledge of investment products. Experience in trust, estate administration or life insurance policies is a plus (but not required)
- Trust accounting platform experience preferred.
- 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
- Must be able to be physically present in the Bank to perform job duties.
- Texas Regional Bank is an Equal Opportunity Employer.
Job description provided by Texas Regional Bank.
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