Trust Admin & Client Services Associate

Texas Regional Bank; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Texas Regional Bank is seeking a Trust Associate to support Trust Administrative and Trust Sales duties within the Trust & Wealth Management Division. The role assists Trust Officers and Wealth Strategists in administering accounts and producing administrative reports.

Requirements include 1+ year in client service, knowledge of investment products, and a Bachelor’s degree. Strong communication, analytical and organizational skills are essential to thrive in a fast-paced team environment.

Qualifications

• 1+ year(s) of experience in a client service role, ideally in financial services.
• General knowledge of investment products; experience in trust, estate administration or life policies is a plus.
• Trust accounting platform experience preferred.
• Bachelor's degree or equivalent work experience.
• Highly effective written and oral communication skills.
• Strong analytical, problem solving and organizational skills.
• Ability to work well with a team and represent the culture of the firm.
• Natural self-starter with proactive posture towards progress and innovation.

Responsibilities

• Partner with the trust team to strengthen client relationships.
• Communicate clearly with clients daily and respond to requests to resolve issues.
• Utilize the InnoTrust platform for administrative services and reports.
• Prepare documents and presentations as needed.
• Maintain client records and confidential information with discretion.
• Prepare applications and related forms for signature.
• Gather information and prepare agendas for meetings.
• Support Trust Officers in administering trust accounts.

Skills

Client service

Communication

Teamwork

Attention to detail

Problem solving

Proactive

Integrity

Organization

Education

Bachelor's Degree or equivalent

Tools

MS Office

Trust accounting platform

Job description

Texas Regional Bank is seeking a Trust Associate to support Trust Administrative and Trust Sales duties within the Trust & Wealth Management Division. The role assists Trust Officers and Wealth Strategists in administering accounts and producing administrative reports.

Requirements include 1+ year in client service, knowledge of investment products, and a Bachelor’s degree. Strong communication, analytical and organizational skills are essential to thrive in a fast-paced team environment.