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Principal Trust Services Officer

2 months ago

Phoenix, Arizona, United States Bank of Texas Full time

Senior Trust Administrator Role

We are seeking a dedicated professional who values collaboration, innovation, and growth to join our team.

Position Overview

The Senior Trust Administrator is responsible for overseeing personal trust, custody, investment agency, and IRA accounts, ensuring compliance with governing documents, applicable state and federal regulations, and fiduciary standards.

Key Responsibilities:

  • Overseeing account administration in accordance with legal and policy frameworks
  • Building and managing intricate client relationships
  • Creating and implementing internal marketing strategies
  • Facilitating coordination among various departments
  • Upholding corporate risk management and compliance protocols
  • Evaluating performance metrics and behaviors
  • Staying informed on tax regulations and fiduciary law
  • Serving as a subject matter expert in trust administration
  • Keeping leadership updated on client issues and concerns

Qualifications:

A Bachelor's Degree in business or a related discipline, coupled with 6-8 years of pertinent experience or an equivalent combination of education and experience. Proficiency in managing client accounts, understanding trust document provisions, tax regulations, investment strategies, along with strong analytical and communication skills are essential.

About Bank of Texas:

Bank of Texas is committed to providing exceptional training and development opportunities for our employees, fostering long-term career growth. Join us in making a significant impact on the success of our clients and the organization with your expertise and dedication.