Trust Assistant

3 weeks ago

Dallas, United States Guaranty Bank & Trust Full time

Guaranty Bank & Trust offers competitive pay and benefits, generous time off, continued training and career development. Do you want to work for a respected financial institution who supports innovation, promotes collaboration, is environmentally responsible, technology driven, ethical, and is willing to invest in your career? If so, we should meet


We are currently searching for the right person to join our team as a Trust Assistant.

The Trust Assistant will provide specialized secretarial and administrative support within the Trust & Wealth Management Department.


This position will perform back up duties to the Trust Officers and Portfolio Managers. Our company’s culture supports customers in achieving their financial goals and dreams. You’ll be able to help contribute to this by:


Job Duties:

  • Assist in the daily administration of personal trust and investment accounts.
  • Assist with day- to- day account maintenance and input of client transactional data.
  • Perform document scanning and filing.
  • Assist Trust Administrators with clients.
  • Follow and adhere to all operational and security policies and procedures.
  • Assist with monitoring and meeting compliance issues on client accounts.
  • Assist on special projects and reports as required.
  • Represent the Bank in a courteous and professional manner.
  • Comply with compliance and privacy policies and procedures to maintain customer confidentiality and information protection.
  • Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
  • Complete and pass all required regulatory compliance training as assigned.
  • Perform any additional duties and tasks assigned by management.


Education, Experience & Licenses:

  • High School diploma or equivalent.
  • Associates degree preferred.
  • Minimum 2 years administrative/clerical experience.
  • Proficient with computer skills including Microsoft Word, Excel, PowerPoint and Outlook.

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