- Prepare discretionary distributions, payment of client expenses cash and/or asset distributions customer cash and/or asset contributions correspondence routine customer inquiries.
- Engage directly with customers on a wide variety of requests associated with administration of accounts
- Coordinate compilation monthly Trust Committee board packet Attend take minutes for Trust related Committee meetings Review trust agreements in support of trust officer administering accounts Prepare account Pre-Acceptance New Account Set-Up Initial Annual Review documents Account Closing Report(s) review by Trust Officer(s).
- Prior experience 3-5 years administrative role background knowledge accounting preferred High School Diploma or equivalent Undergraduate degree pursuing recommended. Three to five years direct trust administrative assistant experience preferred Supervisory experience N/A Education Skills Experience relevant fields strongly encouraged. Personal computer high proficiency using Microsoft Office Suite Word Excel Outlook PowerPoint telephone 10 key adding machine/calculator copier scanner facsimile machine.
Excellent organizational skills prioritize tasks effectively maintain attention detail strong communication interpersonal skills independently working minimal supervision fast-paced office environment ability adapt change situations quickly remain focused set priorities multiple competing demands.
Competency expectations:
Proven work history track record meet deadlines deliver quality results team player collaborative environment always ready learn grow career dynamic challenge prefer developing individual potential improve overall departmental efficiency.
,Other essential competencies include but are not limited:critical thinking effective problem-solving written spoken English language fluency demonstrated past performance consistent punctuality willingness take initiative advance job objectives success perform confidently !'} -
· JOB FUNCTION: · To provide day-to-day administrative and operational support to the Trust Department and Trust Officers. · DUTIES & RESPONSIBILITIES: · Prepare discretionary distributions, payment of client expenses (cash and/or asset distributions), customer cash and/or ass ...
San Antonio, TX, US $55,000 - $90,000 (USD) per year16 hours ago
-
To provide day-to-day administrative and operational support to the Trust Department and Trust Officers. · ...
San Antonio Full time1 month ago
-
To provide day-to-day administrative and operational support to the Trust Department and Trust Officers. · ...
San Antonio, TX1 month ago
-
This position requires an active Public Trust clearance or the ability to obtain a Public Trust clearance to be considered. ...
San Antonio $60,000 - $80,000 (USD)1 month ago
-
This position requires an active Public Trust clearance or the ability to obtain a Public Trust clearance to be considered. · A government contract requires that this position be restricted to U.S. citizens or legal permanent residents. You must provide documentation that you are ...
San Antonio $60,000 - $80,000 (USD) Full time1 month ago
-
The Trust Officer will be an integral member of the TRB Trust & Wealth Management Trust team, · responsible for the administration of personal trust, estate, and fiduciary accounts in accordance with governing documents, · applicable laws, and bank policies.Oversee a book of busi ...
San Antonio, TX1 month ago
-
++Director of Executive Operations – Important Role in a Private Organization+ · The Director of Executive Operations serves as the trusted right-hand to the CEO, ensuring executive priorities are executed with precision, confidentiality, · and strategic alignment.,++Manage the C ...
San Antonio1 month ago
-
We are looking for a Human Resources Generalist who can balance high-touch Employee Relations with the precision required for Payroll and Benefits Administration. The role involves leading benefits administration, managing open enrollment, and processing payroll with 100% accurac ...
San Antonio $53,000 - $65,000 (USD)2 weeks ago
-
+Administrative Assistant position at Healthcare Realty Trust in San Antonio, Texas. The job involves performing various administrative tasks including answering phones, drafting and distributing correspondence, expense reporting, meeting coordination and filing/copying. · +Perfo ...
San Antonio Full time1 month ago
-
Job Summary: · The Executive Assistant serves as a critical support to the Chairman & CEO providing high level administrative, operational, and organizational support. This role requires exceptional judgement, strong business acumen, and the ability to navigate a fast-paced, miss ...
San Antonio2 days ago
-
The System Administrator role provides advanced operational and sustainment support to the DHA Domain and Directory Services Branch enterprise management environment. · ...
San Antonio1 month ago
-
We are seeking a Director of Accounting & Reporting to oversee day-to-day accounting operations, financial reporting, and investment analysis for a private family office. · ...
San Antonio Full time1 month ago
- Work in company
Chief of Staff to the Senior Executive Vice President Research
Only for registered members
The Chief of Staff to the Senior Executive Vice President (SEVP) for Research & Innovation (R&I) serves as a trusted advisor,<br]integrator and execution partner responsible for translating vision into coordinated institutional action across the research enterprise. · This role b ...
San Antonio1 month ago
-
The Director of Human Resources at Sendero Wealth Management is a senior leadership role responsible for managing all aspects of HR including compensation benefits recruiting training and development performance management and employee relations. · ...
San Antonio2 months ago
-
Job Description · Vice President of Operations · Job Summary · Seeking a seasoned and strategic Vice President of Operations to lead and optimize operational performance within the Third-Party Administration (TPA) organization. This executive role is pivotal in overseeing health ...
San Antonio $150,000 - $320,000 (USD) per year1 week ago
-
The Area Foundation serves as the community's most trusted and impactful philanthropic partner. · Coordinating efforts with numerous area nonprofits, · the Area Foundation serves as a collaborative leader, · connecting donors to address key community issues · and investing in our ...
San Antonio Full time3 weeks ago
-
SWIVEL is seeking a talented individual to serve as the primary point of contact for customers, guiding them through onboarding and managing the day-to-day relationship to ensure long-term success with SWIVEL's schools product. Reporting to the Director of Customer Success, the C ...
San Antonio $100,000 - $200,000 (USD) per year Full time5 days ago
-
SWIVEL is seeking a talented individual to serve as the primary point of contact for customers, guiding them through onboarding and managing the day-to-day relationship to ensure long-term success with SWIVEL's schools product. Reporting to the Director of Customer Success, the C ...
San Antonio $80,000 - $140,000 (USD) per year Full time5 days ago
-
This is a part-time on-site role for an Accounting Associate located in Texas. The Accounting Associate will be responsible for processing payables through 3 way match, entering and maintaining accurate financial data in NetSuite, · ...
San Antonio1 month ago
-
We are looking for a highly organized and proactive Office Management & Executive Support professional to ensure the smooth and efficient operation of our office while providing dependable administrative support to senior leadership. · Manages the day-to-day office operations, in ...
San Antonio3 weeks ago
-
The Tier 3 Enterprise Management (EM) Administrator provides advanced operational and sustainment support to the DHA Domain and Directory Services Branch (DDSB) enterprise management environment. · ...
San Antonio1 month ago
Trust Administrator II - San Antonio - Jefferson Bank
Description
Trust Administrator II
To provide day-to-day administrative and operational support to the Trust Department and Trust Officers.
Duties Responsibilities:
New Accounts Preparation Communication Coordination & Analysis Document Imaging Administration Support Vendor Management Reporting Reconciliation Overnight Shipping Courier Service Expense Reports Other projects duties as needed Timely accurate performance required.
Main Requirements
-
Trust Administrator II
Only for registered members San Antonio, TX, US
-
Trust Administrator II
Full time Only for registered members San Antonio
-
Trust Administrator II
Only for registered members San Antonio, TX
-
Program Administrator
Only for registered members San Antonio
-
Program Administrator
Full time Only for registered members San Antonio
-
Trust Officer
Only for registered members San Antonio, TX
-
Head of Executive Operations
Only for registered members San Antonio
-
Human Resources Generalist
Only for registered members San Antonio
-
Administrative Assistant
Full time Only for registered members San Antonio
-
Executive Assistant
Only for registered members San Antonio
-
System Administrator
Only for registered members San Antonio
-
Director of Accounting and Reporting
Full time Only for registered members San Antonio
-
Chief of Staff to the Senior Executive Vice President Research
Only for registered members San Antonio
-
Director of Human Resources
Only for registered members San Antonio
-
Vice President of Operations
Only for registered members San Antonio
-
Executive Administrative Assistant
Full time Only for registered members San Antonio
-
Customer Success Manager EFUNDS for Schools
Full time Only for registered members San Antonio
-
Customer Success Manager EFUNDS for Schools
Full time Only for registered members San Antonio
-
Accounting Associate
Only for registered members San Antonio
-
Office Management
Only for registered members San Antonio
-
System Administrator
Only for registered members San Antonio