Trust Administration Assistant jobs in Dallas, TX

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)

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Intern - Small Business Administration (SBA)
  • GULF COAST BANK & TRUST
  • Farmers, TX INTERN
  • 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


    • Reviews and assists the SBA team with the loan application process ensuring accuracy and completeness of application.
    • Creates and organizes the loan file to ensure efficiency of loan to progress.
    • Prepares initial financial spreads and partners with underwriting team to move loan application forward. 
    • Assist with imaging of the loan closing documents and reviews for accuracy and completeness of required information. 
    • Partners and assists the servicing specialists’ team as well as other team members to ensure the smooth and efficient flow of information.
    • Takes initiative to learn and participate in tasks and activities in other areas/departments of the company. 
    • Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank’s compliance with all regulatory requirements.
    • Adheres to policy & procedure of Small Business Lending group and must comply with BSA/AML/OFAC regulations and guidelines.
    • Assists with various administrative tasks to support department operations, as directed; may also be assigned special projects.

    Requirements


    Skills/Experience/Education

    • Must be currently pursuing an associate degree or a bachelor’s degree, preferably in a business-related discipline.
    • Minimum preferred cumulative GPA of 3.0.
    • Be a highly motivated self-starter who takes initiative.
    • Demonstrates attention to detail and strong analytical and problem-solving skills.
    • Possesses strong communication and teamwork skills. 
    • Authorized to work in the U.S. on a permanent basis. Please note, Gulf Coast Bank & Trust Company and it’s family of financial services will not provide any assistance or sign any documentation to support immigration sponsorship or benefit including but not limited to optional practical training (OPT) or curricular practical training (CPT)

    Essential Mental & Physical Requirements

    • Ability to travel if required to perform the essential job functions. 
    • Ability to work under stress and meet deadlines.
    • Ability to read and interpret a document if required to perform the essential job functions.
    • Prolonged periods of sitting at a desk and working on a computer may be required.
    • Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division any “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

    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.

  • 1 Month Ago

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Trust assistant
  • Heritage Auctions
  • Irving, TX FULL_TIME
  • The Trusts, Estates & Appraisals team at Heritage Auctions is dedicated to delivering exceptional service to fiduciaries, executors, and beneficiaries, ensuring expert valuation and management of tang...
  • Just Posted

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Trust Officer
  • Guaranty Bank and Trust NA
  • Addison, TX FULL_TIME
  • The Trust Officer will perform all functions as necessary to properly administer a group of client accounts in the wealth management department. The GB&T culture is one that creates a positive environ...
  • 15 Days Ago

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Trust Administrator
  • Guaranty Bank and Trust NA
  • Addison, TX FULL_TIME
  • The Trust Administrator will perform specialized administrative support within the Trust Department along with performing back up duties to the Trust Administrative Officer. The job functions include:...
  • 4 Days Ago

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Service assistant
  • Somerset NHS Foundation Trust
  • Grapevine, TX FULL_TIME
  • Job summary St Andrews Ward in Well's would like to invite a Service Assistant (Cleaner / Cook) to join their friendly team. The ward provides assessment and treatment of acute mental ill health to ad...
  • Just Posted

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Lending Assistant
  • Guaranty Bank and Trust NA
  • Royse, TX FULL_TIME
  • At Guaranty Bank & Trust, we are passionate about helping others and our communities. We strive to stand out and be different, and as a result, our business is growing fast! Guaranty Bank & Trust offe...
  • 7 Days Ago

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0 Trust Administration Assistant jobs found in Dallas, TX area

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Administrative Assistant General Administrative
  • Builders FirstSource, Inc.
  • Dallas, TX
  • Under general supervision performs a variety of administrative and clerical duties in support of one or more departments...
  • 4/25/2024 12:00:00 AM

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Administrative Support
  • Zenner USA
  • Addison, TX
  • Job Description Job Description Position Summary: Administrative Support will provide sales order support related to all...
  • 4/25/2024 12:00:00 AM

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Administrative Assistant
  • SNI Companies
  • Irving, TX
  • "Accounting Assistant" SNI Companies has partnered with a dynamic and cohesive firm based out of the DWF area. Amazing l...
  • 4/22/2024 12:00:00 AM

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Administrative Assistant
  • AEG Vision
  • Dallas, TX
  • 4835 LBJ Fwy STE 850, Dallas, Texas 75244 This position is responsible for providing administrative support to administr...
  • 4/22/2024 12:00:00 AM

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Administrative Assistant
  • Reputable Staffing, Inc.
  • Dallas, TX
  • Our client is seeking an Administrative Assistant to support senior professionals in their Dallas office. The successful...
  • 4/21/2024 12:00:00 AM

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Administrative Assistant
  • Ppai - Promotional Products Association International
  • Irving, TX
  • Administrative Assistant, Professional Development Are you prepared to make a substantial impact and assume a pivotal ro...
  • 4/21/2024 12:00:00 AM

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Administrative Assistant
  • SureStaff LLC
  • Hurst, TX
  • Job Description Job Description SURESTAFF is immediately hiring an FinanceAdministrative Assistant for a financial Servi...
  • 4/21/2024 12:00:00 AM

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Administrative Assistant
  • PPAI - Promotional Products Association International
  • Irving, TX
  • Administrative Assistant, Professional Development Are you prepared to make a substantial impact and assume a pivotal ro...
  • 4/21/2024 12:00:00 AM

Dallas (/ˈdæləs/), officially the City of Dallas, is a city in the U.S. state of Texas and the seat of Dallas County, with portions extending into Collin, Denton, Kaufman and Rockwall counties. With an estimated 2017 population of 1,341,075, it is the ninth most-populous city in the U.S. and third in Texas after Houston and San Antonio. It is also the eighteenth most-populous city in North America as of 2015. Located in North Texas, the city of Dallas is the main core of the largest metropolitan area in the Southern United States and the largest inland metropolitan area in the U.S. that lacks ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$45,559 to $58,075
Dallas, Texas area prices
were up 2.2% from a year ago

Trust Administration Assistant in Boise, ID
Since that time, rapid progress towards improvement has been realised due to the commitment of the staff team and Senior Leadership Team.The Trust wishes to appoint an experienced administrator to join the Trust's dynamic administration team.
December 05, 2019
Trust Administration Assistant in Monterey, CA
Working as part of the wider Trust Finance Department, this is a great opportunity to join an experienced and supportive department.
February 20, 2020
Trust Administration Assistant in Lompoc, CA
Background to the Stephen Lawrence Charitable Trust.
February 09, 2020