Personal Trust Officer – Wealth Management

Apscareerportal; Lewisville (TX); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Vision insurance

401(k)

401(k) matching

Dental insurance

Job summary

Herring Bank seeks a Trust Officer I or II to join Wealth Management – Personal Trust in Lewisville, TX. The role focuses on administering personal trust, estates, IRAs, and fiduciary accounts, with client contact and coordination with attorneys and advisors.

Level is determined by experience and demonstrated expertise in trust administration. The position supports business development, asset valuation, and regulatory compliance, with opportunities to handle non-traditional assets and complex

Qualifications

• Bachelor’s degree or equivalent experience in trust administration or related field.
• Experience with Personal Trust and fiduciary accounts and compliance.
• Ability to review complex documents and coordinate with stakeholders.

Responsibilities

• Administer or assist with personal trust portfolios including trusts, estates and IRAs.
• Serve as a primary/secondary contact for clients, beneficiaries, attorneys and advisors.
• Prepare opening documents, transfer documents, beneficiary designations and investment objectives.
• Review trust instruments, court orders, tax forms and related documents.
• Process distributions and transactions in line with governing documents.
• Monitor liquidity, tax obligations and distribution needs.
• Coordinate to support fiduciary income tax return preparation.
• Work with asset types including non-traditional assets and illiquid assets.

Skills

Analytical skills

Organizational skills

Decision-making

Time-management

Written communication

Verbal communication

Interpersonal communication

Self-management

Attention to detail

Client service

Relationship-building

Judgment

Confidentiality

Education

Bachelor’s degree

High school diploma or GED

JD or Master’s degree (preferred)

Job description

Herring Bank seeks a Trust Officer I or II to join Wealth Management – Personal Trust in Lewisville, TX. The role focuses on administering personal trust, estates, IRAs, and fiduciary accounts, with client contact and coordination with attorneys and advisors.

Level is determined by experience and demonstrated expertise in trust administration. The position supports business development, asset valuation, and regulatory compliance, with opportunities to handle non-traditional assets and complex