Corporate Trust Administrator

Location: League City
Posted on: November 20, 2024

Job Description:

 
The Corporate Trust Administrator job in Houston, TX is critical in providing top quality service to clients and for complete administration of assigned corporate trust and/or agency accounts. This individual must be able to prioritize and organize workflow, as well as corroborate all facets of the operation and administration of client accounts. Furthermore, the Corporate Trust Administrator is tasked with ensuring compliance and customer satisfaction to the highest standards of the bank. The Trust Administrator (TA) reports directly to the Relationship Manager.
 
Requirements:

• 
  

• Previous experience in Financial Services preferred.
• BA/BS degree in finance or related field preferred.
• Experience in MS Office applications, such as Word, Excel, etc.
• Detail-oriented with ability to prioritize and organize workflow.
• Strong written and oral communication skills.
• Ability to acquire a working knowledge of the portfolio of accounts by working closely with the Relationship Manager.
• Ability to interface with his/her Relationship Manager and Team Leader to ensure compliance both with governing documents and bank policies, and to ensure client satisfaction.
• VLOOKUPS and pivot tables

 
Please attach an updated resume to be considered. Please look for a (303) area code for an initial phone screening. I look forward to working with you.
 
 
 

Keywords: , Beaumont , Corporate Trust Administrator, PR / Public Relations , League City, Texas