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.
-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and Mexico....
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...
Responsible for the administration of trust and investment agency accounts. Identify and develop new business opportunities. Essential Functions and Basic Duties: Communicate with grantors and...
To be considered for the Trust Manager opportunity at Rice University, please submit your resume and cover letter in confidence to Paradigm Advancement Group at ... with the subject line: Trust...
To be considered for the Trust Manager opportunity at Rice University, please submit your resume and cover letter in confidence to Paradigm Advancement Group at ... with the subject line: Trust...
, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management....
To be considered for the Trust Manager opportunity at Rice University, please submit your resume and cover letter in confidence to Paradigm Advancement Group at ... with the subject line: Trust...
Job Description and Requirements RBFCU in partnership with Members Trust Company is seeking a Trust Officer that is responsible for engaging with Trust Prospects, serving as the day-to-day...
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
- Retail Banking
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Commercial Banking
- Account Maintenance
- Private Banking
- Know Your Customer
- OFAC
- Mortgage Processing
- Credit Analysis
- Financial Services
- Wealth Management
- Investment Banking
- Capital Markets
- Anti-Money Laundering
- Investment Management
- Taxes
- Financial Planning
- Risk Analysis
- Client Services
- Financial Analysis
- Real Estate
- Referrals
- Risk Management
- Relationship Management
- Finance
- Accounts Payable
- Closing
- Process Improvement
- Decision Making
- Accounting
- High School Diploma
- Business Development
- Written Communication
- Collaboration
- Documentation
- Interpersonal Skills
- Bachelor's Degree
- Filing
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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