Trust Administrator Jobs in Texas
A Trust Administrator in the banking industry is responsible for managing trusts, estates, and investment accounts, following the specifications within the trust agreement. This professional liaises with beneficiaries and other interested parties, ensuring all transactions are completed accurately and promptly. They may also conduct regular reviews of the trust agreements to verify the adherence to laws and regulations. Trust Administrators may assist in estate planning, tax strategies, and wealth transfer, offering clients invaluable financial advice and solutions.
Trust Administrators should possess strong analytical, communication, and organizational skills. They should be detail-oriented and have a comprehensive understanding of trust and estate law, financial planning, tax law, and investment strategies. As for certifications, many employers prefer candidates with Certified Trust and Financial Advisor (CTFA) certification, which indicates a high level of competency in trust administration. Prior to becoming a Trust Administrator, individuals often gain experience in roles such as Trust Associate, Trust Officer or Legal Assistant. A background in law, finance, or accountancy is typically required.
banking, wealth management, business banking and mortgage lending....
Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account...
External Applicants: Please apply through Prosperity Bank's Career Center at. Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you...
Senior Estate and Trust Manager Position Overview: Join our dynamic team as a Senior Estate and Trust Manager, where you’ll play a pivotal role in shaping our department’s future. With...
to the overall goals and objectives of Wealth Management....
As Trust Administrator II, you will reconcile and maintain data on the client's behalf, as well as review monthly and quarterly reports....
Mentor Trust Administrators, Wealth Management Associates, and Trust Assistants Stay updated on developments in probate and fiduciary law, actively pursuing professional development opportunities....
Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account...
Responsibilities: Account Administration: Serve as the trust administrator for designated clients, including mentoring and coaching trust specialists to assist you in preparing summaries and recommendations...
Demographic Data for Texas
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Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Texas
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Texas offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Trust Administrator position
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Know Your Customer
- Commercial Banking
- Automated Clearing House
- Private Banking
- OFAC
- Cross Selling
- Mortgage Processing
- Credit Analysis
- Anti-Money Laundering
- Wealth Management
- Financial Services
- Service Standards
- Valuation
- Investment Banking
- Investment Management
- Financial Planning
- Portfolio Management
- Taxes
- Client Services
- Financial Analysis
- Resolution
- Real Estate
- Referrals
- Risk Management
- Relationship Management
- Finance
- Strategy Development
- Accounts Payable
- Closing
- Business Development
- Process Improvement
- Accounting
- Customer Relations
- Decision Making
- Documentation
- Bachelor's Degree
- Reporting
- Filing
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Teamwork
- Organization
- Scheduling
- Leadership
- Communication Skills
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