Top 5 Assistant financial Jobs in Texas City, Tx

Wealth Management and Trust Assistant - Downtown Galveston
Moody Bank —Galveston, TX
- Full-time
- Background check
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
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- Full-time
- Management
- Mid-level
- Office
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Assistant Financial Controller
SLSCO ltd. —Galveston, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Management
- Health insurance
- Dental insurance
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G and H Towing Company —Houston, TX
- Extended hours
- CPA
- Customer service
- 5 years
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assistant financial jobs near texas city, tx

Wealth Management and Trust Assistant - Downtown Galveston

Moody Bank
Galveston, TX

Quick Apply

Job Details

Full-time

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance
Referral program

Qualifications

Confidential information handling
Email customer support
Phone communication

Full Job Description

Client Service, Account Administration and Administrative Support

Moody National Bank provides excellent employment opportunities for individuals seeking to team up with a solid leader of financial services for the communities we serve. If you have an interest in joining a stable, competitively advantaged banking team you should consider Moody National Bank.

Wealth Management and Trust Assistant– Job # 30-26

All correspondence must refer to a specific job number.

Job Summary
This position is responsible for providing essential administrative support within the Wealth Management & Trust department to Wealth Advisors, Director of Wealth Management and Trust, and Investment Management. The position will focus on client services, fiduciary administration, and operational efficiency.

Duties and Responsibilities:

Key Responsibilities:

Client Service, Account Administration and Administrative Support

Serve as the primary point of contact for client communications, ensuring timely and accurate responses.
Prepare performance reports for client meetings and monthly reporting cycles.
Draft client correspondence and materials for review and signature.
Respond to inquiries regarding account balances and activity; refer tax, investment, or legal questions to appropriate specialists.
Greet clients and visitors; handle incoming calls and messages.

Fiduciary and Compliance Support

Initiate and process cash distributions, including preparation of Discretionary Distribution Requests for committee approval.
Monitor discretionary distributions annually and provide reporting for court accounting.
Access SEI Trust Accounting System to generate reports for accounts and departmental needs.
Assist with research and problem resolution related to trust accounts.
Provide backup support for annual tax protocols and related transactions.

Annual Tax Protocol

Assist with coordination of annual tax reporting processes as needed.
Support distribution of tax documents (1099s, K-1s) and maintain tracking systems.

Education and Experience:

Associate degree, bachelor’s degree preferred from an accredited college and/or University preferably in business, finance, law, or accounting, (comparable work experience will be considered).
2-3 years of administrative assistant experience, with an emphasis on wealth management, trust services, customer service, or banking.

Skills and Abilities Required:

Professional communication skills (phone and email), and a genuine interest in serving clients. Accuracy in processing requests, attention to detail, the ability to multi-task and meet deadlines in a fast-paced environment. Strong organizational and problem-solving skills. High confidentiality regarding sensitive information.

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Life insurance
Paid time off
Referral program
Vision insurance

Experience:

Administrative Assistant on Wealth Management: 2 years (Required)
Customer Service: 2 years (Required)

Ability to Relocate:

Galveston, TX 77550: Relocate before starting work (Required)

Work Location: In person

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assistant financial jobs in texas city, tx

Wealth Management and Trust Assistant - Downtown Galveston

Assistant Controller

Assistant Financial Controller

Assistant Controller

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