Trust Operations Assistant

CEN; Addison (TX); On-site; USD 42,000 - 56,000; Full time

Job summary

The Trust Assistant II at CEN supports trust customers and employees, handling frontline inquiries and assisting Trust Officers with account administration. You will maintain confidentiality and coordinate communications with clients and centers of influence.

Responsibilities include preparing and filing documents, assisting with meetings, and mentoring junior assistants, while ensuring compliance and accurate recordkeeping in a fast-paced environment.

Qualifications

• High school diploma with some college credit.
• Strong written and verbal communication skills.
• Confidentiality and data integrity are essential.
• Basic math and accounting concepts.
• Ability to learn and use trust accounting systems.

Responsibilities

• Answer phones and greet visitors, clients, centers of influence and prospects.
• Complete a broad variety of administrative tasks for officers and managers.
• Maintain well-organized records and account files, including scanning and filing.
• Maintain a very high level of confidentiality in all matters related to clients.
• Correspond with clients and centers of influence with professional communication.
• Coordinate trust marketing events as approved by the Senior Trust Officer.
• Resolve issues with online access and trust account systems.
• Attend meetings with officers as necessary.

Skills

Communication skills

Mathematical skills

Critical thinking

Attention to detail

Multi-tasking

Education

High school diploma with some college credit

Tools

10-Key

Accounting

Alphanumeric data entry

Contact management

Database

PowerPoint

Spreadsheet

Word processing/typing

Job description

The Trust Assistant II at CEN supports trust customers and employees, handling frontline inquiries and assisting Trust Officers with account administration. You will maintain confidentiality and coordinate communications with clients and centers of influence.

Responsibilities include preparing and filing documents, assisting with meetings, and mentoring junior assistants, while ensuring compliance and accurate recordkeeping in a fast-paced environment.