Wealth Management Administrative Specialist

Texas Bank and Trust; Frisco (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Texas Bank and Trust is seeking an organized administrative professional to assist with account administration and client service. You will work in a team, supporting Administrators, with direct contact to customers, lawyers, accountants and other professionals.

The role emphasizes confidentiality, accuracy and courteous service, acting as a trusted advisor to internal and external clients while handling distributions, transfers and account maintenance.

Qualifications

• Minimum two years college with banking or secretarial emphasis plus 3 years secretarial/administrative experience with direct customer contact.
• Or a high school diploma and 5 years secretarial/administrative experience in a banking environment with direct customer contact.
• Ability to perform confidential secretarial, clerical, and administrative tasks.
• Strong follow-up skills and professional telephone manners.

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 worksheets and coordinates related reporting to clients.
• Processes periodic customer statements and maintains audit control.
• Accurately prepares accounting entries, receipts and other documents.
• Performs other duties as requested by supervisors.

Skills

Customer service

Telephone etiquette

Secretarial experience

Confidentiality

Follow-up skills

Education

Two years college (banking/secretarial)

High school diploma or equivalent

Tools

Trust system

Job description

Texas Bank and Trust is seeking an organized administrative professional to assist with account administration and client service. You will work in a team, supporting Administrators, with direct contact to customers, lawyers, accountants and other professionals.

The role emphasizes confidentiality, accuracy and courteous service, acting as a trusted advisor to internal and external clients while handling distributions, transfers and account maintenance.