Trust Associate - Houston, TX

Texas Regional Bank; Houston (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

Texas Regional Bank's Trust & Wealth Management division seeks a Trust Associate to support trust administration and sales duties, assisting Trust Officers and Wealth Strategists.

The role emphasizes client communication, use of InnoTrust, preparing documents, maintaining records, and contributing to meetings while upholding confidentiality and regulatory standards.

Qualifications

• 1+ years of experience in a client service role, ideally in financial services.
• Knowledge of investment products; experience in trust/estate administration or life insurance is a plus.
• Proficiency in MS Office including Word, Excel, PowerPoint, and Outlook.
• Bachelor's Degree or equivalent work experience.

Responsibilities

• Assist Trust Officers and Wealth Strategists and support relationship building.
• Communicate with clients daily to respond to requests and resolve issues.
• Use InnoTrust for administrative services, account maintenance, and reporting.
• Prepare documents and presentations as needed.
• Maintain client records and confidential information with discretion.
• Prepare applications; account pre-acceptance; account acceptance and related forms.
• Prepare administrative reviews; gather information for meeting agendas.
• Complete special projects as requested and support trust administration.
• Promote bank values, comply with regulations, and perform other duties as assigned.

Skills

Client service

Communication skills

Team player

Attention to detail

MS Office proficiency

Education

Bachelor's degree or equivalent

Tools

Trust accounting platform

Job description

Position Summary

The Trust Associate is a specialist role that supports Trust Administrative and Trust Sales Duties for the Trust and Wealth Management Division and has primary responsibility for assisting the Trust Officers and Wealth Strategists.

Principal Duties And Responsibilities

• Partner with the trust team and the broader Trust & Wealth Management Team to strengthen client relationships.
• Communicate clearly and effectively with clients (e.g. account owners, trust beneficiaries and portfolio managers) daily. Respond to their requests and work with them to resolve issues and meet their needs.
• Utilize the InnoTrust platform for administrative services, account maintenance, and the creation of administrative reports.
• Prepare documents and presentations as needed.
• Maintain client records, compliance files, manage sensitive, confidential, proprietary information with discretion.
• Prepare applications; account pre-acceptance; account acceptance and related forms for signature.
• Prepare administrative reviews.
• Gather information and prepare agenda for various meetings and committees.
• Complete special projects as requested.
• Support Trust Officers in properly administering relevant trust accounts.

Other Responsibilities

• Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
• Comply with federal and state regulations as well as all established Bank policies and procedures.
• Perform other duties as assigned.

Qualifications, Education And Experience Requirements

• 1 or more years of experience in a client service role, ideally in financial services.
• General knowledge of investment products. Experience in trust, estate administration or life insurance policies is a plus (but not required)
• 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 with keen attention to detail.
• Ability to work well with a team and represent the culture of the firm.
• Team player with a high level of energy, enthusiasm
• Natural self-starter and has a proactive posture towards progress and innovation
• Unimpeachable integrity and can be trusted to maintain confidential information.
• Sense of urgency and operates in a timely fashion on all fronts.
• Proficiency in MS Office including Word, Excel, PowerPoint, and Outlook
• Must be able to be physically present in the Bank to perform job duties.
• Texas Regional Bank is an Equal Opportunity Employer.