Private Trust Administration Specialist

Tolleson Wealth Management; Dallas (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

Tolleson Wealth Management seeks a detail-oriented Trust Assistant to support Trust Officers in daily administration of trustee and executor relationships. You will coordinate with clients, beneficiaries and advisors, handling administrative details and maintaining workflow.

This role focuses on accuracy of client statements, assisting with distributions, and ensuring compliance across accounts. Strong communication, discretion, and proficiency with Windows and Microsoft Office are essential.

Qualifications

• Prior experience in private trust administration (2+ years).
• Experience with trust operations is a plus.
• Strong interpersonal and communication skills.
• Sound judgment and discretion in decision making.
• Extensive use of Windows and MS Office (Word, Excel, PowerPoint, Outlook).
• Attention to detail and organizational skills are essential.
• Proofreading skills.
• Must consent to background check and drug/alcohol test.

Responsibilities

• Responsible for assisting Trust Officers and other trust department personnel in the daily administration of Private Trust’s trustee and executor relationships.
• Work closely with trust department personnel on a day-to-day basis, to assist with handling administrative details while maintaining workflow.
• Act as a point of contact with clients, trust beneficiaries and their advisors, co-fiduciaries, misc. outside service providers and internal company personnel.
• Coordinate requests from clients, client assistants and other outside advisors.
• Assist in trust account set up, effectuating trust distributions and trust administration.
• Ensure integrity of account information to produce timely and accurate client statements.
• Assist with monitoring and meeting compliance issues on each account.
• Perform special projects relating to client billing issues, mail such as address changes, account changes, inquiry phone calls and other projects.
• Assist in preparing meeting materials for various Private Trust Committees.
• Handle other duties as assigned or requested.

Skills

Interpersonal skills

Communication skills

Discretion

Attention to detail

Multi-tasking

Confidentiality

Team player

Tools

Windows

Microsoft Office

Excel

PowerPoint

Outlook

Job description

• Responsible for assisting Trust Officers and other trust department personnel in the daily administration of Private Trust’s trustee and executor relationships
• Work closely with trust department personnel on a day-to-day basis, to assist with handling administrative details while maintaining workflow
• Act as a point of contact with clients, trust beneficiaries and their advisors, co-fiduciaries, misc. outside service providers and internal company personnel
• Coordinate requests from clients, client assistants and other outside advisors
• Assist in trust account set up, effectuating trust distributions and trust administration
• Ensure integrity of account information to produce timely and accurate client statements
• Assist with monitoring and meeting compliance issues on each account
• Perform special projects relating to client billing issues, mail such as address changes, account changes, inquiry phone calls and other projects
• Assist in preparing meeting materials for various Private Trust Committees
• Handle other duties as assigned or requested
  
  
  
• Prior experience in private trust administration, preferably 2+ years
• Prior experience with trust operations a plus
• Strong interpersonal and communication skills
• Sound judgment and ability to use discretion in making well-reasoned decisions
• Extensive background in use of Windows and Microsoft based products, including Office applications (Word, Excel, PowerPoint and Outlook), Internet applications
• Attention to detail and organizational skills must be a strength
• Must consent to and have favorable consumer report, background check and drug/alcohol test
  
  
  

DUTIES And RESPONSIBILITIES

• Responsible for assisting Trust Officers and other trust department personnel in the daily administration of Private Trust’s trustee and executor relationships
• Work closely with trust department personnel on a day-to-day basis, to assist with handling administrative details while maintaining workflow
• Act as a point of contact with clients, trust beneficiaries and their advisors, co-fiduciaries, misc. outside service providers and internal company personnel
• Coordinate requests from clients, client assistants and other outside advisors
• Assist in trust account set up, effectuating trust distributions and trust administration
• Ensure integrity of account information to produce timely and accurate client statements
• Assist with monitoring and meeting compliance issues on each account
• Perform special projects relating to client billing issues, mail such as address changes, account changes, inquiry phone calls and other projects
• Assist in preparing meeting materials for various Private Trust Committees
• Handle other duties as assigned or requested
  
  
  

Minimum Position Requirements

• Prior experience in private trust administration, preferably 2+ years
• Prior experience with trust operations a plus
• Strong interpersonal and communication skills
• Sound judgment and ability to use discretion in making well-reasoned decisions
• Extensive background in use of Windows and Microsoft based products, including Office applications (Word, Excel, PowerPoint and Outlook), Internet applications
• Attention to detail and organizational skills must be a strength
• Proofreading skills
• Must consent to and have favorable consumer report, background check and drug/alcohol test
  
  
  

Other Essential Candidates

• Ability to maintain extreme confidentiality in dealing with client matters
• Ability to “multi-task,” manage several projects at one time and follow through to completion
• Willingness to take initiative
• Ability to anticipate issues and be proactive/work quickly to resolve them
• Team player
• Desire to learn, expand responsibility
  
  
  

NO AGENCIES PLEASE

No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.

Tolleson Wealth Management is an Equal Opportunity Employer