Trust Administrative Associate - Client Services

CEN; Addison (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

CEN is seeking a Trust Assistant to provide frontline support for trust department clients and assist Trust Officers with administrative tasks for trust accounts. The role involves regular client communications and handling confidential information with professionalism.

Responsibilities include greeting visitors, coordinating records, and supporting trust-marketing events while ensuring compliance training is completed.

Qualifications

• Basic accounting knowledge and office software proficiency.
• Ability to handle confidential information with discretion.
• Proficiency with Microsoft Office (Excel, Word, Outlook).
• Experience with trust accounting systems or related databases is a plus.

Responsibilities

• Answer phones and greet visitors and prospects.
• Perform a broad range of administrative tasks for trust officers and managers.
• Maintain organized records and scan/archive files.
• Maintain high level of confidentiality with clients and colleagues.
• Communicate professionally with clients and centers of influence.

Skills

10-Key

Accounting

Alphanumeric Data Entry

Contact Management

Database

PowerPoint

Spreadsheet

Word Processing/Typing

Education

Associates or better

High School or better

Some college or better

Job description

CEN is seeking a Trust Assistant to provide frontline support for trust department clients and assist Trust Officers with administrative tasks for trust accounts. The role involves regular client communications and handling confidential information with professionalism.

Responsibilities include greeting visitors, coordinating records, and supporting trust-marketing events while ensuring compliance training is completed.