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Trust Specialist-1
Trust Specialist-1eTeam • Dallas, TX, United States
Trust Specialist-1

Trust Specialist-1

eTeam • Dallas, TX, United States
2 days ago
Job type
  • Full-time
Job description

Job Title : Trust Specialist - 1 (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

  • Act as an administrative assistant to Debt Team members.
  • Handle printing, mailing, and organizing documents, ensuring packets are complete and properly highlighted.
  • Manage paperwork, filing, and document procurement for mailing.
  • Perform basic client onboarding support and track transactions.
  • Navigate multiple web-based platforms (e.g., SharePoint, Client, FedEx tools, Outlook, Excel).
  • Provide basic phone support - answering simple inquiries and directing calls.
  • Assist with day-to-day administrative expectations and coordination with the team.

    • Required Skills & Knowledge

  • Strong customer service and administrative background (CSR / Admin roles).
  • Some level of financial services experience or familiarity preferred.
  • Ability to understand high-level financial concepts (e.g., IRA vs. non-taxable accounts, bank accounts, routing numbers).
  • Tech-savvy with comfort in using multiple platforms.
  • Strong organizational and multitasking skills.

    • Tools / Systems

  • SharePoint
  • Outlook & Email platforms
  • Client
  • Excel
  • FedEx / mailing platforms

    • Interview Process

  • 2 rounds of interviews (focused on day-to-day expectations and administrative / operational skills).

    • Ideal Background

  • Previous experience as an Administrative Assistant, CSR, or Operations Support role.
  • Not limited to onboarding-specific roles but must have strong administrative + customer service orientation.
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    Trust • Dallas, TX, United States