Trust Associate: Client Trust & Estate Admin

NDBT (North Dallas Bank & Trust); Dallas (TX); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Tuition assistance

Job summary

A regional financial institution in Dallas is seeking a Trust Associate to provide operational and client service support for trust accounts. The ideal candidate will maintain strong client relationships and assist with administrative tasks. A bachelor's degree in finance or related field and strong organizational skills are essential for this full-time position, offering a competitive salary and professional development opportunities.

Qualifications

• 1-3 years of experience in trust administration, financial planning, banking, or investment management is preferred.
• Expectation of obtaining an industry-related certification (CPA, CFP, CTFA, etc.).

Responsibilities

• Provide administrative support for trust accounts.
• Coordinate client meetings and maintain organized files.
• Assist in the management of investment accounts.

Skills

Interpersonal skills

Organizational skills

Written communication skills

Verbal communication skills

Analytical skills

Education

Bachelor's degree in finance, accounting, business, economics, or related field

Tools

Microsoft Office Suite

Job description

A regional financial institution in Dallas is seeking a Trust Associate to provide operational and client service support for trust accounts. The ideal candidate will maintain strong client relationships and assist with administrative tasks. A bachelor's degree in finance or related field and strong organizational skills are essential for this full-time position, offering a competitive salary and professional development opportunities.