Trust Operations & Client Services Associate

Centennial-Bank; Addison (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Centennial-Bank seeks a Trust Assistant to support customers and staff in the trust department. The role provides frontline help and assists Trust Officers with administrative duties for trust accounts, including regular client communications.

The position emphasizes confidentiality, adherence to compliance training, and collaboration with officers to maintain smooth operations within a busy trust environment.

Qualifications

• Experience with basic accounting concepts is preferred.
• Capable of accurate data entry and record keeping.
• Able to maintain confidentiality and handle sensitive information.

Responsibilities

• Answer phones and greet visitors, clients, and prospects.
• Perform a broad range of administrative tasks for officers and managers.
• Maintain well-organized records and account files, including scanning and filing.
• Maintain a high level of confidentiality with internal and external clients.
• Correspond with clients and prospects with professional communication.
• Organize and coordinate trust marketing events as approved.
• Resolve issues with online access and trust account systems.
• Attend meetings with officers as needed.
• Assist with special projects as assigned.
• Complete required BSA/AML and compliance training.
• Work with alertness and safety in all duties.
• Perform other related duties as required.

Education

Associates degree or better

High School diploma or better

Some college or better

Tools

10-Key

Job description

Centennial-Bank seeks a Trust Assistant to support customers and staff in the trust department. The role provides frontline help and assists Trust Officers with administrative duties for trust accounts, including regular client communications.

The position emphasizes confidentiality, adherence to compliance training, and collaboration with officers to maintain smooth operations within a busy trust environment.