UHNW Trust Administrative Assistant — High-Touch Client Service

Legacy Trust Company, N.A.; Houston (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Legacy Trust Company, N.A. is seeking a proactive Trust Administrative Assistant to support our Trust team serving ultra-high net worth families and private foundations.

The role spans client service, account administration, and payment coordination with a strong emphasis on accuracy and discretion. Collaborating with Trust Officers, you will open/close client accounts, prepare meeting materials, manage bill payments, and coordinate quarterly distributions.

Qualifications

• Minimum 5 years of administrative assistant experience supporting a professional team.
• High school diploma or equivalent required.
• Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint; QuickBooks a plus.
• Experience supporting ultra-high net worth clients or in a trust/family office environment preferred.

Responsibilities

• Maintain professional, frequent client communication and coordinate requests with the Trust Officer.
• Open and close client accounts, ensuring documentation, approvals, and processes are complete.
• Prepare materials for client and internal meetings.
• Manage client bill pay and related financial transactions; coordinate quarterly distributions with the Trust Officer.
• Coordinate client tax payments and related documentation with CPAs and the internal Tax department; track tax packages.
• Assist Trust Officers with maintaining accurate client updates within internal systems and reporting.

Skills

Client service

Communication

Organization

Time management

Discretion

Education

High school diploma

Tools

Microsoft Word

Excel

Outlook

PowerPoint

QuickBooks

Job description

Legacy Trust Company, N.A. is seeking a proactive Trust Administrative Assistant to support our Trust team serving ultra-high net worth families and private foundations.

The role spans client service, account administration, and payment coordination with a strong emphasis on accuracy and discretion. Collaborating with Trust Officers, you will open/close client accounts, prepare meeting materials, manage bill payments, and coordinate quarterly distributions.