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.
Wealth Management Solutions, Trust & Estates, Trust Officer VP
- Dallas, TX
- 1 hour ago
- Dallas, TX
- 1 hour ago
It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking. The J.P....
lending, and trust services....
Senior Special Needs Trust Officer - Senior Fiduciary Specialist
- Austin, TX
- 5 days ago
- Austin, TX
- 5 days ago
lending, and trust services....
Responsible for leading client discussions within the realm of goals-oriented wealth management....
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...
The Senior Trust Administrator leads the team in reconciling and maintaining client data, as well as reviewing monthly and quarterly reports....
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...
Req ID: 75366 Location: Austin -AUS, Dallas -DAL, Houston -HOUS, Plano -PLAN, San Antonio -SANAN Areas of Interest: Trust Pay Transparency Salary Range: Not Available BOK Financial, Headquartered...
Why is This a Great Opportunity : Are you ready to lead a team and grow a thriving wealth management office within a bank that combines the strength of big-bank services with the heart of a small-town...
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
Moving to Texas? Find some basic demographic data about Texas below.
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
- Lending
- Account Opening
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Automated Clearing House
- Know Your Customer
- Private Banking
- OFAC
- Cross Selling
- Financial Services
- Credit Analysis
- Wealth Management
- Internal Control
- Investment Banking
- Anti-Money Laundering
- Investment Management
- Financial Planning
- Taxes
- Client Services
- Financial Analysis
- Real Estate
- Referrals
- Risk Management
- Closing
- Finance
- Relationship Management
- Accounts Payable
- Process Improvement
- Accounting
- Business Development
- Written Communication
- Documentation
- Interpersonal Skills
- Reporting
- Collaboration
- Policy Development
- Filing
- Bachelor's Degree
- Regulations
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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