Wealth Management Administrative Assistant – Client Support

Texas Bank and Trust; Frisco (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

Texas Bank and Trust in Frisco, TX is seeking an Administrative Assistant for Wealth Management to support Administrators with account administration and client service. The role emphasizes clerical and analytical tasks, while maintaining confidentiality in interactions with clients, professionals, and bank staff.

Responsibilities include preparing correspondence, reports, and assisting with distributions, transfers and account maintenance.

Qualifications

• Minimum two years college with emphasis in banking or secretarial curriculum and three years secretarial/administrative experience with direct customer contact, or high school diploma or equivalent and 5 years secretarial/administrative experience in a banking environment with direct customer contact.
• Must be able to effectively perform secretarial, clerical, and administrative activity, all of which is confidential and may be complex in nature.
• Must have strong follow-up skills.
• Telephone skills require a professional and courteous manner when dealing with all types of customers and professionals.
• Should be capable of working with minimum supervision after adequate training.
• Must be able to perform the essential functions of the job with or without reasonable accommodation and without posing a direct threat to the health and safety of self or others.

Responsibilities

• Answers telephone calls and directs customers to appropriate areas.
• Prepares correspondence and reports as needed.
• Assists with the administration of client accounts: distributions, bill paying, fund transfers, addition of assets, opening and closing of accounts and other account maintenance.
• Files, photocopies, researches or obtains information as needed by clients and administrators.
• Maintains tax control work sheet for Administrators, coordinating the tax return preparation process and the timely reporting of tax information to clients.
• Processes periodic customer statements and maintains audit control.

Skills

Customer service

Communication skills

Attention to detail

Teamwork

Education

Two years college in banking or secretarial

High school diploma or equivalent with 5 years secretarial experience

Tools

Trust system

Job description

Texas Bank and Trust in Frisco, TX is seeking an Administrative Assistant for Wealth Management to support Administrators with account administration and client service. The role emphasizes clerical and analytical tasks, while maintaining confidentiality in interactions with clients, professionals, and bank staff.

Responsibilities include preparing correspondence, reports, and assisting with distributions, transfers and account maintenance.