Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Description
Summary
The Intern - Small Business Administration (SBA) will support the entire Gulf Coast Small Business Lending (GCSBL) group through various activities and tasks. Some of the primary duties may include and is not limited to, assisting with initial application pre-screening alongside SBA Assistant, file preparation prior to underwriting, and observing the pre-closing and post-closing processes.
Responsibilities
Requirements
Skills/Experience/Education
Essential Mental & Physical Requirements
Gulf Coast Bank & Trust Company and its subsidiaries is committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, and any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company.
Clear All
0 Trust Administration Assistant jobs found in Dallas, TX area