Trust Relationship Specialist - Dallas
Core
Provides general and clerical administrative support to the trust department, managing day-to-day transactional and support requests for complex fiduciary accounts.
Role type
Trust Relationship Specialist (Administrative Support)
Builds
Operational efficiency and accurate documentation for complex trust accounts
Domain
Financial Services / Trust Administration
Deliverable
product features
Required skills
Trust administration, fiduciary account support, beneficiary services, Special Needs Trusts, Section 142 Trusts, Guardianship Management Trusts, non-resident alien and international client considerations, asset management coordination, tax preparation support, account monitoring, regulatory compliance, research and analysis
Preferred skills
Bachelor's degree in business, solid understanding of trust office processes
Technologies
Word processing, databases, spreadsheets, PowerPoint
Responsibilities
Respond to routine customer and internal account inquiries; Communicate with clients regarding account openings, closings, asset transfers, and fees; Create and maintain proper account documentation; Process complex Trust transactions; Perform complex cash and asset distributions; Monitor account activity and notify leadership of overdrafts or large balances; Forecast client cash needs; Perform complex research for tax compliance and asset transfer issues; Assist advisors with transactional requests on complex trust accounts; Coordinate asset management activities; Partner with Legal, Compliance, Investment, and Operations teams; Prepare account documentation for advisory review, compliance reviews, audits, and special projects.
Seniority
Mid-level, hands-on IC