Trust Specialist

Job title: Trust Specialist

Location: Frisco, TX – onsite

Duration:6 months

The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners in Wealth with specialized concierge for daily email requests and inbound client calls; processing trust account onboarding, money movement, account maintenance and servicing, and recordkeeping within defined SLA's. Service is provided by phone without in-person client contact or direct client alignment.

Key Responsibilities and Duties

• Manages the set-up, implementation, and administration of trusts and estates.

• Monitors transactions, cash flows, and account activity.

• Counsels’ clients and beneficiaries on financial matters related to beneficiary settlement and inheriting assets.

• Reviews portfolios to ensure that they are in compliance with laws and regulations.

• Creates and distributes reports for clients regarding banking market conditions, trust products sales results, and earnings.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
7IC