GENERAL DESCRIPTION OF POSITION
Responsible for providing administrative support to the Manager of Trust and Investment Services for the day-to-day operation of the department. Helps ensure that client accounts are administered according to bank policies, procedures and the Texas Trust Code.
- Familiar with Trust Accounting Platform
- Maintain time system for the department
- Review Travel and Expense reports for approval
- Maintain performance reporting system
- Assist manager with the monitoring of account portfolio allocations
ESSENTIAL DUTIES AND RESPONSIBILITIES
Responsible for setting up and maintaining file system, reviewing and maintaining client accounts department and manager.
Oversee the day to day maintenance of the payroll system for the department.
Ability to have high quality, verbal and face-to-face empathetic interaction with clients, accountants, attorneys, personal trust administrators, investment staff, and other areas of the trust department.
Help Department Manager with client accounts as questions and problems arise from customers, other trust staff, and professionals associated with the account to create a satisfactory resolution of problems.
Assume decision-making authority towards the accomplishment of duties and problem resolutions relating to trust and investment accounts.
Prepare, review, maintain and file Travel and Expense reports, various Committee reports, Board reports and other ad hoc reports as required.
Perform any other related duties as required or assigned.
To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
EDUCATION AND EXPERIENCE
Knowledge of a specialized field (however acquired), such as a Bachelor’s Degree in Business, English or Corporate Communications, basic accounting, computer, etc.