Trust Administrator I

Veraban; College Station (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

Veraban in College Station, TX seeks an entry-level Trust Administrator I to support fiduciary services and department operations. You will assist with administrative tasks, account setup, and routine reporting under supervision, building knowledge of trust processes and client service.

As you learn, you will support Relationship Managers and Advisors, handle routine transactions, and contribute to accurate recordkeeping and onboarding.

Qualifications

• High school diploma or equivalent required.
• Zero to two years of banking, administrative, or financial services experience preferred.
• Demonstrated organizational ability and willingness to learn.
• Good oral and written communication and customer service skills.
• Ability to follow procedures, manage assigned tasks, and meet deadlines.
• Knowledge of personal computer systems and office equipment.
• Strong attention to detail and accuracy.

Responsibilities

• Provide administrative support to Trust Relationship Managers, Fiduciary Wealth Advisors, and other administrators.
• Run and prepare reports, documents, forms, and routine correspondence.
• Set up and manage assigned administrative tasks and workflow items.
• Maintain recordkeeping, filing, and record retention requirements.
• Assist with new account paperwork and required documentation.
• Set up accounts and create relationship records in Cheetah/Orion or a successor system.
• Process routine account maintenance activities under established procedures.
• Support client onboarding and account review preparation.
• Enter transactions, deposits, distributions, online monetary transfers, and customer wires with required support and approvals.
• Set up recurring scheduled transactions and submit items to Operations for approval.
• Maintain complete and accurate transaction records and supporting documentation.
• Escalate exceptions, missing information, or non-routine requests to a senior team member.
• Respond to routine client requests primarily on a reactive basis.
• Assist clients with basic portal access and navigation.
• Direct complex, sensitive, or fiduciary matters to the appropriate relationship manager or senior administrator.
• Provide courteous, timely, and accurate service.
• Develop foundational knowledge of fiduciary principles, trust terminology, account types, and begin learning the administrative review process.
• Become proficient in department systems, workflow tools, and client portal support.
• Demonstrate readiness to independently perform a broader range of routine account administration activities.

Skills

Oral and written communication

Organizational skills

Attention to detail

Customer service

Education

High school diploma

Associate or bachelor's degree

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Trust Administrator I

College Station, TX, US

JOB SUMMARY

The Trust Administrator 1 is an entry-level fiduciary support professional responsible for

administrative assistance, account maintenance support, documentation, reporting, and accurate

execution of routine trust and wealth management tasks. The position builds foundational knowledge

of fiduciary services and department operations while supporting Trust Relationship Managers,

Fiduciary Wealth Advisors, and more experienced administrators.

PRIMARY PURPOSE

Learn trust administration fundamentals while accurately and timely performing routine account

servicing, documentation, reporting, and administrative duties under established procedures and

supervision.

DUTIES AND RESPONSIBILITIES

Administrative Support:

• Provide administrative support to Trust Relationship Managers, Fiduciary Wealth Advisors, and other administrators.
• Run and prepare reports, documents, forms, and routine correspondence.
• Set up and manage assigned administrative tasks and workflow items.
• Maintain recordkeeping, filing, and record retention requirements.

Account Opening and Maintenance:

• Assist with new account paperwork and required documentation.
• Set up accounts and create relationship records in Cheetah/Orion or a successor system.
• Process routine account maintenance activities under established procedures.
• Support client onboarding and account review preparation.

Transaction Support:

• Enter transactions, deposits, distributions, online monetary transfers, and customer wires with required support and approvals.
• Set up recurring scheduled transactions and submit items to Operations for approval.
• Maintain complete and accurate transaction records and supporting documentation.
• Escalate exceptions, missing information, or non-routine requests to a senior team member.

Client Service Support:

• Respond to routine client requests primarily on a reactive basis.
• Assist clients with basic portal access and navigation.
• Direct complex, sensitive, or fiduciary matters to the appropriate relationship manager or senior administrator.
• Provide courteous, timely, and accurate service.

Learning and Development:

• Develop foundational knowledge of fiduciary principles, trust terminology, account types, and
• Begin learning the administrative review process.
• Become proficient in department systems, workflow tools, and client portal support.
• Demonstrate readiness to independently perform a broader range of routine account administration activities.

All other job duties as assigned.

COMMUNICATION

Regular contact with clients regarding routine administrative and service matters. Daily

communication with Trust Relationship Managers, Fiduciary Wealth Advisors, Trust Administrators,

Operations personnel, and other Bank departments.

SPECIFIC REQUIREMENTS

• High school diploma or equivalent required.
• Zero to two years of banking, administrative, or financial services experience preferred.
• Demonstrated organizational ability and willingness to learn.
• Good oral and written communication and customer service skills.
• Ability to follow procedures, manage assigned tasks, and meet deadlines.
• Knowledge of personal computer systems and office equipment.
• Strong attention to detail and accuracy.

PREFERRED REQUIREMENTS

• Associate or bachelor's degree.
• Experience in banking, financial services, office administration, or client service.
• Familiarity with word processing, spreadsheet, workflow, or financial systems.
• Interest in a fiduciary services career and expanded responsibility.

SUCCESS METRICS / KEY PERFORMANCE INDICATORS

• Accuracy of routine administrative, account maintenance, and transaction tasks.
• Timeliness and completion of assigned work and workflow items.
• Quality and completeness of records and supporting documentation.
• Responsiveness and professionalism in routine client and internal service.
• Progress in training, system proficiency, fiduciary knowledge, and readiness for Trust

PHYSICAL REQUIREMENTS

Office setting with moderately varied desk-oriented activity, with fatigue being relieved by

opportunities to stand and move around in a comfortable environment. Work involves frequent and

repetitive movements of the wrist and hand. Work also involves occasional lifting and carrying of

objects weighing up to 20 pounds.

NOTICE

1. This job description in no way states or implies that these are the only tasks to be performed

by the incumbent occupying this position. The incumbent will be required to follow any other

instructions and to perform any other job-related duties.

2. Requirements are representative of minimum levels of knowledge, skills, and/or abilities. To

perform in this position successfully, the incumbent will possess the abilities and aptitudes to

perform each task proficiently.

3. Ability means to possess and apply both knowledge and skill.

4. This position description has excluded the marginal or peripheral functions that are incidental

to the performance of primary functions. All requirements are essential to the function of the

position.

5. This job description describes the minimum selection requirements to qualify for the position.

However, promotion and other employment decisions are also based on Bank needs, being in good

standing, fully competent performance, and other non-discriminatory issues.

6. All requirements are subject to possible modification to reasonably accommodate individuals with

disabilities.

7. Some requirements may exclude individuals who pose a direct threat or significant risk to the

health and safety of themselves or other employees.

8. This position description does not create an employment contract, implied or otherwise, other