Personal Trust Officer – Wealth Management & Estates

Herring Bank; Lewisville (TX); On-site; USD 65,000 - 90,000; 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 is seeking a Trust Officer I or II to join our Wealth Management team with a focus on Personal Trust administration in Lewisville, TX. The level will be based on experience and expertise, and duties include administering fiduciary accounts and supporting business development.

Responsibilities cover client contact, document review, tax readiness, and compliance with OCC guidelines and bank policies. This role requires strong communication and organizational skills in a team setting.

Qualifications

• Bachelor’s degree with 2+ years trust experience, or high school diploma with 7+ years.
• Strong analytical, organizational, decision-making, and time-management skills.
• Excellent written, verbal, and interpersonal communication.
• Ability to work with minimal supervision while managing multiple priorities.

Responsibilities

• Administer or assist with the administration of an assigned portfolio of personal trust accounts, including revocable and irrevocable trusts, estates, IRAs, guardianships, and other fiduciary accounts.
• Serve as a primary or secondary point of contact for clients, beneficiaries, co-trustees, attorneys, and outside advisors regarding account-related matters.
• Prepare and review account opening documents, agreements, transfer documents, beneficiary designations, investment objectives, notices, authorizations, and related documentation.
• Review and maintain trust instruments, amendments, court orders, tax forms, wills, leases, agreements, and other account-related documentation.
• Process distributions, payments, receipts, and other account transactions in accordance with governing documents and applicable requirements.
• Monitor account liquidity to support distributions, income needs, tax obligations, and other account requirements.
• Coordinate and organize information needed for fiduciary income tax return preparation and maintain appropriate supporting documentation.
• Collaborate with Wealth Management team members on investment suitability, portfolio management, account administration, and client service.
• Review and process trades as needed, ensuring accuracy and compliance with investment objectives and internal policies.
• Assist with department audits and regulatory examinations.
• Build and maintain relationships with clients and referral sources; participate in business development activities.

Skills

Analytical thinking

Organizational skills

Time management

Communication skills

Attention to detail

Client service

Education

Bachelor’s degree

High school diploma

Advanced degree (JD/Master’s)

Tools

Microsoft Office

Trust accounting systems

Job description

Herring Bank is seeking a Trust Officer I or II to join our Wealth Management team with a focus on Personal Trust administration in Lewisville, TX. The level will be based on experience and expertise, and duties include administering fiduciary accounts and supporting business development.

Responsibilities cover client contact, document review, tax readiness, and compliance with OCC guidelines and bank policies. This role requires strong communication and organizational skills in a team setting.