Trust Operations & Client Services Associate

Adams Brown Trust Solutions INC; Wichita (KS); On-site; USD 42,000 - 54,000; Full time

Job summary

Adams Brown Trust Solutions, Inc. seeks an organized administrative professional to support trust accounts, prepare documentation, process transactions, and coordinate client communications within a fiduciary team. This role offers growth in the trust and estate field while contributing to a high-performing team.

You will collaborate with Trust Officers and operations staff, with a standard 8:00 a.m.–5:00 p.m. schedule and tax-season variations.

Qualifications

• 1–3 years of experience in financial services, banking, or administrative support.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication abilities.
• Proficiency in Microsoft Office Suite and familiarity with trust accounting systems (preferred).
• High level of discretion and professionalism.

Responsibilities

• Prepare and maintain trust account documentation, correspondence, and reports.
• Assist in the onboarding of new accounts, including gathering client information and preparing forms.
• Schedule meetings, manage calendars, and coordinate communications for the Trust Officer.
• Respond to routine client inquiries and direct complex matters to the Trust Officer.
• Help prepare materials for client meetings and follow-up communications.
• Maintain confidentiality and professionalism in all client interactions.
• Process routine transactions such as distributions, account updates, and transfers.
• Assist with account reconciliations and data entry into trust accounting systems.
• Support compliance and audit activities by organizing records and preparing reports.
• Work closely with trust officers, operations staff, and other departments to ensure smooth workflow.
• Participate in internal meetings and contribute to process improvement initiatives.
• Provide backup support to other administrative roles as needed.

Skills

Organizational skills

Attention to detail

Written communication

Verbal communication

Microsoft Office Suite

Trust accounting systems

Discretion

Professionalism

Tools

Microsoft Office Suite

Trust accounting systems

Job description

Adams Brown Trust Solutions, Inc. seeks an organized administrative professional to support trust accounts, prepare documentation, process transactions, and coordinate client communications within a fiduciary team. This role offers growth in the trust and estate field while contributing to a high-performing team.

You will collaborate with Trust Officers and operations staff, with a standard 8:00 a.m.–5:00 p.m. schedule and tax-season variations.