Trust Services Administrator

2 months ago

Dallas, Texas, United States Security National Bank Full time
Job Overview

At Security National Bank, a family-owned institution with a rich history since 1964, we prioritize relationships and embrace the unique qualities of our team members. As we expand into new markets, we invite you to become a part of our growing family. We are a community bank providing a wide range of financial services including personal, business, and private banking, treasury management, wealth management, and mortgage solutions.

Position Summary

The Trust Services Administrator plays a crucial role in the management of personal trusts, tax-advantaged retirement accounts, and investment agency accounts, ensuring a superior client experience while adhering to regulatory standards. This role also focuses on client retention and the development of new business opportunities.

Key Responsibilities

  • Administration of Trusts and Accounts (45%)
    • Support the Trust Officer in managing personal trust accounts, estate processes, retirement plans, and investment agency accounts in accordance with legal documents and regulations.
    • Assist in preparing necessary documentation for new account setups and closures.
    • Help with asset valuation and inventory preparation for estates and irrevocable trusts.
    • Oversee the administration of simpler personal trusts and retirement accounts.
    • Contribute to resolving disputes for less complex accounts.
  • Client Retention Efforts (20%)
    • Engage with clients to facilitate the establishment of new accounts and maintain ongoing relationships.
    • Gather information for dispute resolution and performance reviews to enhance client satisfaction.
  • Compliance and Documentation (10%)
    • Assist in portfolio reviews to ensure compliance with asset allocation goals.
    • Work with the Trust Officer to maintain accurate documentation of client interactions and recommendations.
  • Administrative Oversight (10%)
    • Support compliance and administrative reviews to ensure accurate account management.
  • Marketing and Business Development (5%)
    • Help coordinate marketing initiatives and new business development projects.
  • Tax Reporting Support (5%)
    • Assist in gathering information for timely tax reporting and ensure proper follow-up.
  • Operational Understanding (5%)
    • Ensure timely delivery of trust and investment services while collaborating with operations staff.

Additional Duties

Perform other responsibilities as assigned to support the overall mission of the bank.

Qualifications

  • Minimum of 2-3 years of experience in trust administration, financial services, or a related field.
  • A high school diploma is required; equivalent education and experience will be considered.

Skills and Competencies

  • Strong understanding of trust accounting operations and regulations.
  • Excellent customer service and relationship management skills.
  • Detail-oriented with the ability to work independently and as part of a team.
  • Proficient in using computer software for documentation and reporting.

Security National Bank is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, or veteran status in accordance with applicable laws.

  • Trust Administrator

    4 weeks ago

    Dallas, Texas, United States Security National Bank Full time

    Job Title: Trust AdministratorAt Security National Bank, we are seeking a highly skilled and detail-oriented Trust Administrator to join our team. As a Trust Administrator, you will play a critical role in ensuring the smooth administration of personal trusts, tax-deferred retirement accounts, and investment agency accounts.Key Responsibilities:Assist in the...

  • Trust and Estate Planning Administrator

    4 weeks ago

    Dallas, Texas, United States TopShelf Talent Group Full time

    Trust and Estate Planning AdministratorTopShelf Talent Group is seeking a highly skilled Trust and Estate Planning Administrator to join our team. As a key member of our team, you will be responsible for assisting in the development, implementation, and administration of trust and estate matters.Key Responsibilities:Manage trust investments and prepare...

  • Trust and Estate Planning Administrator

    4 weeks ago

    Dallas, Texas, United States TopShelf Talent Group Full time

    Trust and Estate Planning AdministratorTopShelf Talent Group is seeking a highly skilled Trust and Estate Planning Administrator to join our team. As a key member of our team, you will be responsible for assisting in the development, implementation, and administration of trust and estate matters.The ideal candidate will have a strong background in trust and...

  • Vice President of Estate Planning and Trust Administration

    4 weeks ago

    Dallas, Texas, United States Crow Holdings Full time

    About Crow HoldingsCrow Holdings is a leading real estate investment and development firm with a rich history dating back to 1948. With a strong presence in Dallas, Texas, and 20 offices across the U.S., the company has established itself as a major player in the industry. Its diverse investment portfolio includes multifamily and industrial development,...

  • Vice President of Estate Planning and Trust Administration

    2 weeks ago

    Dallas, Texas, United States Crow Holdings Full time

    About Crow HoldingsCrow Holdings is a leading real estate investment and development firm with a rich history dating back to 1948. Headquartered in Dallas, Texas, the company has established a strong presence across the United States with 20 offices nationwide. With a diverse portfolio of investments, Crow Holdings has solidified its position as a major...

  • Vice President of Estate Planning and Trust Administration

    3 weeks ago

    Dallas, Texas, United States Crow Holdings Full time

    About Crow HoldingsCrow Holdings is a leading real estate investment and development firm with a rich history dating back to 1948. With a strong presence in Dallas, Texas, and 20 offices across the U.S., the company has established itself as a major player in the industry. With $30 billion in assets under management, Crow Holdings boasts one of the largest...

  • Vice President of Estate Planning and Trust Administration

    1 week ago

    Dallas, Texas, United States Crow Holdings Full time

    Crow HoldingsCrow Holdings is a leading real estate investment and development firm with a rich history dating back to 1948. With a strong presence in Dallas, Texas, and 20 offices across the U.S., the company has established itself as a major player in the industry.Job SummaryThe Vice President, Estate Planning and Trust Administration will play a critical...

  • Senior Trust Officer

    3 weeks ago

    Dallas, Texas, United States Bank of America Full time

    Job Title: Senior Trust OfficerAt Bank of America, we are committed to helping our clients achieve their financial goals through our trust and estate services. As a Senior Trust Officer, you will play a critical role in providing expert guidance and support to our high net worth clients.Key Responsibilities:Administer and manage complex trust books, ensuring...

  • Trust Officer

    1 week ago

    Dallas, Texas, United States BOK Financial Full time

    Job Title: Trust Officer About the Role: We are seeking a skilled Trust Officer to join our team at BOK Financial. As a Trust Officer, you will be responsible for administering personal trust, custody, and estate accounts, providing exceptional service to our clients, and ensuring compliance with governing instruments, state and federal law, and fiduciary...

  • Senior Trust Officer

    4 weeks ago

    Dallas, Texas, United States Bank of America Full time

    Job Title: Senior Trust OfficerAt Bank of America, we are committed to helping our clients achieve their financial goals through our comprehensive trust and estate services. As a Senior Trust Officer, you will play a critical role in maintaining a trust book and working closely with local Private Bank teams to achieve strategic objectives.Key...

  • Trust and Estate Attorney

    4 weeks ago

    Dallas, Texas, United States Stealth Recruiting Services Full time

    Job OpportunityWe are seeking a skilled Trust and Estate Attorney to join our team at our Newport Beach office. As a trusted advisor, you will work closely with clients to create customized estate plans, manage trust assets, and ensure compliance with legal requirements.Key Responsibilities:Develop and implement estate plans, including wills and trusts, to...

  • Trust Officer II

    6 days ago

    Dallas, Texas, United States Bank of America Full time

    Job Description:This role is responsible for managing a portfolio of fiduciary and investment management accounts for high-net-worth clients and beneficiaries. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts, working with team members to assure trust product awareness and...

  • Regional Director of Trust Operations

    4 weeks ago

    Dallas, Texas, United States Bank OZK Full time

    Job SummaryAs a Regional Director of Trust Operations, you will lead and manage a team of fiduciary officers and associates in a specific region or territory. Your primary responsibility will be to oversee the administration and business growth of all fiduciary accounts managed by the Trust and Wealth Division.Key ResponsibilitiesLeadership and Team...

  • Trust Officer II

    1 week ago

    Dallas, Texas, United States Bank of America Full time

    Job Description:This role is responsible for managing a portfolio of fiduciary and investment management accounts for high-net-worth clients and beneficiaries. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts, working with team members to assure trust product awareness and...

  • Trust and Estate Attorney

    7 days ago

    Dallas, Texas, United States Stealth Recruiting Services Full time

    Job DescriptionWe are seeking a skilled Trust and Estate Attorney to join our team in Newport Beach, CA. As a key member of our team, you will be responsible for creating customized estate plans, advising clients on asset protection, and managing trust assets.Key Responsibilities:Estate Planning: Develop comprehensive estate plans, including wills and...

  • Office Administrator

    1 month ago

    Dallas, Texas, United States DTK Facility Services Full time

    Job OverviewDTK Facility Services is a leading provider of janitorial services, committed to delivering exceptional service and maintaining the highest standards of cleanliness and customer satisfaction. We are seeking a dedicated Office Administrator to support our Dallas operations.Key ResponsibilitiesManage administrative tasks, including onboarding new...

  • Fiduciary Leadership Role

    2 days ago

    Dallas, Texas, United States Northern Trust Full time

    About Northern TrustNorthern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.Key ResponsibilitiesServing as Senior Trust AdvisorManage a portfolio of wealth...

  • Trust and Estate Assistant

    4 weeks ago

    Dallas, Texas, United States Gpac Full time

    {"title": "Trust and Probate Legal Assistant", "description": "Job SummaryWe are seeking a highly skilled and detail-oriented Trust and Probate Legal Assistant to join our team at GPAC. As a key member of our team, you will play a critical role in the successful management of cases, working closely with attorneys and clients to provide exceptional legal...

  • Trust Officer II

    4 weeks ago

    Dallas, Texas, United States Bank of America Full time

    Job Title: Trust Officer IIAt Bank of America, we are committed to helping our clients achieve their financial goals through our fiduciary and investment management services. As a Trust Officer II, you will play a critical role in managing a book of high-net-worth clients and beneficiaries, providing expert guidance and support to help them achieve their...

  • Trust and Estate Specialist

    2 weeks ago

    Dallas, Texas, United States gpac Full time

    Job Title: Trust and Probate ParalegalJob Summary:We are seeking a highly skilled and detail-oriented Trust and Probate Paralegal to join our team. The ideal candidate will have a strong background in assisting with estate planning, trust administration, and probate processes.Key Responsibilities:Assist attorneys with the preparation and filing of probate...