Top 49 Trust administrative officer Jobs in Plano, Tx

Trust Administrative Officer
Tolleson Wealth Management —Dallas, TX
- Background check
- Microsoft Excel
- Microsoft Outlook
Quick Apply
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
Trust Assistant
Centennial Bank —Addison, TX
- Microsoft Outlook
- Management
- Writing skills
VICE PRESIDENT OF REAL ESTATE
PSN Services LLC —Plano, TX
- Full-time
- 5 years
- Finance
- Bachelor's degree
- Paid time off
Quick Apply
Junior Compliance Officer/Auditor
SGI Global, LLC —Dallas, TX
- 8 hour shift
- Bachelor of Science
- Research
- Finance
Quick Apply
Security Receptionist Officer
Securitas Security Services —Dallas, TX
- $25 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- Office
- Paid holidays
- Disability insurance
2d
Contractor Special Security Officer - McKinney, TX
Raytheon —McKinney, TX
- $86,800 - $165,200 a year
- Extended hours
- Microsoft Excel
- Writing skills
- Office
- Paid holidays
- Disability insurance
Code Compliance Officer
City of Murphy —Murphy, TX
- $53,226.05 - $63,871.26 a year
- Overtime
- Construction site
- Research
- Mid-level
- Wellness program
- Continuing education credits
9d
Junior Compliance Officer (Operations, Junior Analyst)
The MIL Corporation —Dallas, TX
- $35,000 - $48,000 a year
- Overtime
- Bachelor of Science
- Research
- Finance
- Health insurance
- Tuition reimbursement
Chief of Staff to the Chief Banking Officer
First United Bank & Trust —Plano, TX
- Email
- Office
- Analysis skills
- Senior level
Quick Apply
Executive Support Partner
AXXESS CONSULT INC —Dallas, TX
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Paid holidays
- Paid time off
Quick Apply
Commercial Loan Assistant II
First United Bank & Trust —Plano, TX
- Email
- Computer literacy
- Basic math
- Mid-level
Quick Apply
Dean, Academic Operations and Assistant Chief Academic Officer
The University of St. Augustine for Health Sciences —Dallas, TX
- $168,500 - $241,500 a year
- Full-time
- Nursing
- 7 years
- Research
- Paid holidays
- Disability insurance
Special Assets Officer
THIRD COAST BANK —Dallas, TX
- Full-time
- Computer literacy
- Office
- Driver's License
Quick Apply
Telecommunications Officer
City of Murphy —Murphy, TX
- $24.37 - $32.49 an hour
- Weekends as needed
- Pass drug screening
- High school diploma or GED
- Computer skills
- Flexible schedule
Senior Lending Assistant (Full Time) - 14th St. Plano
PROSPERITY BANK —Plano, TX
- Full-time
- Microsoft Excel
- Public speaking
- 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
Associate Client Advisor
Bessemer Trust Company, N.A. —Dallas, TX
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
9d
Commercial Loan Assistant III
First United Bank & Trust —Dallas, TX
- Email
- Computer literacy
- Basic math
- Mid-level
Quick Apply

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trust administrative officer jobs near plano, 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 plano, tx

Trust Administrative Officer

Trust Relationship Specialist

Trust Assistant

VICE PRESIDENT OF REAL ESTATE

Junior Compliance Officer/Auditor

Security Receptionist Officer

Contractor Special Security Officer - McKinney, TX

Code Compliance Officer

Junior Compliance Officer (Operations, Junior Analyst)

Chief of Staff to the Chief Banking Officer

Executive Support Partner

Commercial Loan Assistant II

Dean, Academic Operations and Assistant Chief Academic Officer

Special Assets Officer

Telecommunications Officer

Senior Lending Assistant (Full Time) - 14th St. Plano

Executive Assistant and Team Coordinator, Chief AI & Knowledge Officer

Executive Assistant and Team Coordinator, Chief AI & Knowledge Officer

Associate Client Advisor

Commercial Loan Assistant III

I want to receive the latest job alert for trust administrative officer in plano, tx

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