Top 51 Trust administrative officer Jobs in Dallas, Tx

Trust Administrative Officer
Tolleson Wealth Management —Dallas, TX
- Background check
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Security Receptionist Officer
Securitas Security Services —Dallas, TX
- $25 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- Office
- Paid holidays
- Disability insurance
3d
Senior Trust Officer
The MOHR Enterprises LLC —Dallas, TX
- $130,000 - $145,000 a year
- 8 years
- Senior level
- Communication skills
Quick Apply
14d
Office Administrator
Husch Blackwell LLP —Dallas, TX
- Hybrid work
- Marketing
- 5 years
- Mid-level
Executive Assistant and Team Coordinator, Chief AI & Knowledge Officer
Alvarez and Marsal —Dallas, TX
- $80,000 - $95,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- AD&D insurance
- 401(k)
11d
Executive Assistant and Team Coordinator, Chief AI & Knowledge Officer
Alvarez & Marsal —Dallas, TX
- $80,000 - $95,000 a year
- Microsoft Excel
- Microsoft Outlook
- 5 years
- AD&D insurance
- 401(k)
11d
Trust Relationship Specialist
Regions —Dallas, TX
- $49,087.50 - $60,133.50 a year
- Overtime
- Word processing
- Research
- Mid-level
- Health savings account
- Health insurance
Business Operations Manager
CollegeAPP —Dallas, TX
- $70,000 - $90,000 a year
- Full-time
- Remote
- Google Workspace
- Mid-level
- 3 years
- Health insurance
- 401(k)
2d
Chief of Staff to the Chief Banking Officer
First United Bank & Trust —Plano, TX
- Email
- Office
- Analysis skills
- Senior level
Quick Apply
Trust Assistant
Centennial Bank —Addison, TX
- Microsoft Outlook
- Management
- Writing skills
Junior Compliance Officer/Auditor
SGI Global, LLC —Dallas, TX
- 8 hour shift
- Bachelor of Science
- Research
- Finance
Quick Apply
Field Training Officer
Securitas Security Services —Irving, TX
- $35 an hour
- Weekends as needed
- Background check
- 18 years or older
- Microsoft Excel
- Paid holidays
- Disability insurance
Director, People Experience, Technology & AI Transformation
Fogo de Chao Churrascaria (Dallas) LLC-Corporate —Dallas, TX
- Full-time
- In-person
- Senior level
- Leadership
- Disability insurance
- Dental insurance
Quick Apply
3d
Associate Director
Association of Persons Affected by Addiction —Dallas, TX
- From $70,000 a year
- Full-time
- Microsoft Outlook
- 5 years
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
Executive Support Partner
AXXESS CONSULT INC —Dallas, TX
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Paid holidays
- Paid time off
Quick Apply
Associate Client Advisor
Bessemer Trust Company, N.A. —Dallas, TX
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
9d
EXECUTIVE & OFFICE COORDINATOR
6 Stones Mission Network —Euless, TX
- $50,000 a year
- Full-time
- Google Workspace
- Mid-level
- Office
- Health insurance
- Paid time off
Quick Apply
Security Operations Manager
Securitas Security Services —Dallas, TX
- $60,000 - $61,422 a year
- Full-time
- Clean driving record
- Military
- 3 years
- Paid holidays
- Disability insurance
8d
Senior Security Operations Manager
Sunstates Security —Dallas, TX
- Urgently hiring
- Clean driving record
- Computer literacy
- 3 years
- Health insurance
- Dental insurance
5d
SENIOR VICE PRESIDENT OF INFORMATION TECHNOLO
Legent Health —Plano, TX
- Full-time
- Computer Science
- ERP systems
- System design
- Paid time off
Quick Apply

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trust administrative officer jobs near dallas, tx

Trust Administrative Officer

Tolleson Wealth Management -
Dallas, TX

Quick Apply

Job Details

Qualifications

Confidential information handling
Microsoft Excel
Microsoft Outlook
Word embeddings
Windows
Trust administration
Desktop applications
Editing

Full Job Description

DUTIES and RESPONSIBILITIES:

Responsible for assisting Trust Officers and other trust department personnel in the daily administration of Private Trust's trustee and executor relationships
Work closely with trust department personnel on a day-to-day basis, to assist with handling administrative details while maintaining workflow
Act as a point of contact with clients, trust beneficiaries and their advisors, co-fiduciaries, misc. outside service providers and internal company personnel
Coordinate requests from clients, client assistants and other outside advisors
Assist in trust account set up, effectuating trust distributions and trust administration
Ensure integrity of account information to produce timely and accurate client statements
Assist with monitoring and meeting compliance issues on each account
Perform special projects relating to client billing issues, mail such as address changes, account changes, inquiry phone calls and other projects
Assist in preparing meeting materials for various Private Trust Committees
Handle other duties as assigned or requested

MINIMUM POSITION REQUIREMENTS:

Prior experience in private trust administration, preferably 2+ years
Prior experience with trust operations a plus
Strong interpersonal and communication skills
Sound judgment and ability to use discretion in making well-reasoned decisions
Extensive background in use of Windows and Microsoft based products, including Office applications (Word, Excel, PowerPoint and Outlook), Internet applications
Attention to detail and organizational skills must be a strength
Proofreading skills
Must consent to and have favorable consumer report, background check and drug/alcohol test

OTHER ESSENTIAL CANDIDATES:

Ability to maintain extreme confidentiality in dealing with client matters
Ability to "multi-task," manage several projects at one time and follow through to completion
Willingness to take initiative
Ability to anticipate issues and be proactive/work quickly to resolve them
Team player
Desire to learn, expand responsibility

NO AGENCIES PLEASE

No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.

Tolleson Wealth Management is an Equal Opportunity Employer

Quick Apply

Refine Your Search

trust administrative officer jobs in dallas, tx

Trust Administrative Officer

Security Receptionist Officer

Senior Trust Officer

Office Administrator

Executive Assistant and Team Coordinator, Chief AI & Knowledge Officer

Executive Assistant and Team Coordinator, Chief AI & Knowledge Officer

Trust Relationship Specialist

Business Operations Manager

Chief of Staff to the Chief Banking Officer

Trust Assistant

Junior Compliance Officer/Auditor

Field Training Officer

Director, People Experience, Technology & AI Transformation

Associate Director

Executive Support Partner

Associate Client Advisor

EXECUTIVE & OFFICE COORDINATOR

Security Operations Manager

Senior Security Operations Manager

SENIOR VICE PRESIDENT OF INFORMATION TECHNOLO

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