Trust Services Coordinator II

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

Job summary

Centennial-Bank seeks a Trust Assistant II to support trust officers and clients, handling frontline inquiries, and managing routine administrative duties for trust accounts with timely, accurate communications. The role emphasizes confidentiality, organization, and proficiency with Microsoft Office and trust accounting systems.

You will participate in meetings, assist with special projects, and mentor junior staff while ensuring compliance training.

Qualifications

• Basic accounting knowledge and ability to handle numbers and data accurately.
• Strong written and verbal communication skills to interact with clients and staff.
• Ability to read and follow instructions and complete tasks with attention to detail.

Responsibilities

• Answer phones and greet visitors and clients.
• Complete administrative tasks for officers and managers.
• Maintain organized records and files including scanning and filing.
• Maintain confidentiality with clients and centers of influence.
• Correspond with clients and prospects professionally and promptly.
• Coordinate and support trust marketing events as needed.
• Resolve online access and trust account system issues for customers.
• Attend meetings with officers as required.
• Assist with special projects and mentor junior assistants.

Skills

10-Key

Accounting

Alphanumeric Data Entry

Contact Management

Database

PowerPoint

Spreadsheet

Word Processing

Education

Two years college-equivalent + related experience

Tools

Microsoft Office

Job description

Centennial-Bank seeks a Trust Assistant II to support trust officers and clients, handling frontline inquiries, and managing routine administrative duties for trust accounts with timely, accurate communications. The role emphasizes confidentiality, organization, and proficiency with Microsoft Office and trust accounting systems.

You will participate in meetings, assist with special projects, and mentor junior staff while ensuring compliance training.