Job Opening:
Personal Trust Administrator
Job Duties:
- Provide quality customer service and work towards the generation, promotion and maintenance of a quality work environment for the staff of Amarillo National Bank/Lubbock National Bank.
- Maintain a positive attitude and provide team support.
- Make Marketing calls on existing customers, as well as potential customers. These calls are to be reported to the Marketing Department and will be discussed at the Marketing Meeting.
- Responsible for overseeing, expediting and organizing the administration of accounts assigned -this includes professional and client contact.
- Personal Trust Administrators should also be able to recognize fiduciary responsibility applications, income, and estate tax problems.
- Personal Trust Administrators should assist the client or put the client in contact with a professional who can assist him/her.
- Administer accounts for foundations, endowments, investment agencies, IRA’s and 401K plans, and trusts.
Requirements:
College degree and 5 years’ business experience, working knowledge of
fiduciary principles and accounting. Good communication skills, both written and oral. CFP, CPA, RIA, brokerage, or legal background preferred. Must have ability to communicate effectively with all levels of management and motivate persons under direct supervision. Must be able to create and maintain good Bank image in dealing with the public, both business and non-business contacts.
Qualified applicants must successfully pass a credit and background check to be eligible for employment.
Lubbock National Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Education:
Experience:
- Fiduciary Principles and Accounting: 5 years (Required)
Work Location: In person
