Trust Administrative Officer

DUTIES and RESPONSIBILITIES

Responsible for assisting Trust Officers and other trust department personnel in the daily administration of Private Trust’s trustee and executor relationships

Work closely with trust department personnel on a day-to-day basis, to assist with handling administrative details while maintaining workflow

Act as a point of contact with clients, trust beneficiaries and their advisors, co-fiduciaries, misc. outside service providers and internal company personnel

Coordinate requests from clients, client assistants and other outside advisors

Assist in trust account set up, effectuating trust distributions and trust administration

Ensure integrity of account information to produce timely and accurate client statements

Assist with monitoring and meeting compliance issues on each account

Perform special projects relating to client billing issues, mail such as address changes, account changes, inquiry phone calls and other projects

Assist in preparing meeting materials for various Private Trust Committees

Handle other duties as assigned or requested

MINIMUM POSITION REQUIREMENTS

Prior experience in private trust administration, preferably 2+ years

Prior experience with trust operations a plus

Strong interpersonal and communication skills

Sound judgment and ability to use discretion in making well-reasoned decisions

Extensive background in use of Windows and Microsoft based products, including Office applications (Word, Excel, PowerPoint and Outlook), Internet applications

Attention to detail and organizational skills must be a strength

Proofreading skills

Must consent to and have favorable consumer report, background check and drug/alcohol test

OTHER ESSENTIAL CANDIDATES

Ability to maintain extreme confidentiality in dealing with client matters

Ability to “multi-task,” manage several projects at one time and follow through to completion

Willingness to take initiative

Ability to anticipate issues and be proactive/work quickly to resolve them

Team player

Desire to learn, expand responsibility

NO AGENCIES PLEASE

No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.

Tolleson Wealth Management is an Equal Opportunity Employer