Trust Specialist-2

Job Title : Trust Specialist - 2 (Administrative Support)

Location : Frisco, TX 75034 (Fully Onsite)

Duration : 12 months+ (Possible Extension)

Job Description :

The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners in Wealth with specialized concierge for daily email requests and inbound client calls; processing trust account onboarding, money movement, account maintenance and servicing, and recordkeeping within defined SLA's. Service is provided by phone without in-person client contact or direct client alignment.

Duties :

• Manages the set-up, implementation, and administration of trusts and estates.
• Monitors transactions, cash flows, and account activity.
• Counsels' clients and beneficiaries on financial matters related to beneficiary settlement and inheriting assets.
• Reviews portfolios to ensure that they are in compliance with laws and regulations.
• Creates and distributes reports for clients regarding banking market conditions, trust products sales results, and earnings.

Educational Requirements : University (Degree) Preferred

Work Experience : 3+ Years Required; 5+ Years Preferred

Role Overview

The Trust Specialists will provide high-level administrative and customer service support to the Debt Team. This is an onsite role that requires strong organizational skills, attention to detail, and the ability to manage day-to-day administrative tasks, while also supporting client-related processes and documentation.

Key Responsibilities

Required Skills & Knowledge

Tools / Systems

Interview Process

Ideal Background