Trust Administrator jobs in San Antonio, TX

Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Trust Officer
  • Jefferson Bank
  • San Antonio, TX FULL_TIME
  •  

    JOB FUNCTION:  


    The Trust Officer’s primary responsibility will be to perform service and fulfillment activities and meet fiduciary responsibilities and client needs and expectations for Jefferson Bank Trust customers. Trust Officer will also focus on serving the trust and fiduciary needs of clients, as a single point of contact and will be responsible for interfacing with the client as required by the fiduciary relationship assigned. 

     

    DUTIES & RESPONSIBILITIES:

    • Administer portfolio of diverse account types, including high net worth clients, and those of a more delicate or complex nature and asset composition.  Coordinate with beneficiaries, accountants and attorneys to achieve client and bank objectives.
    • May be responsible for researching and anticipating unique legal issues that could impact the Department and advising management.
    • Responsible for administering trust accounts, agency and custodial accounts in accordance with the applicable governing instrument, legal and regulatory requirements, bank policies and procedures, and in collaboration with internal team members and external service providers. 
    • Support in all areas of Department business, including analysis of trust / estate planning documents, limited partnership and LLC agreements, and other agreements, as necessary to assure that fiduciary responsibilities are properly discharged without creating undue risk.
    • Coordinate and work closely with investment professionals, specialty asset managers and other external advisors to effectively manage accounts.
    • Identify and coordinate with Trust Operations/CPAs the resolution of tax matters arising during the course of account administration, including fiduciary and personal tax issues, and overall tax implications of transactions.
    • Maintain broad-based technical knowledge of investments, tax, legal and bank operations.
    • Serve as member of the Board Trust Committee for annual fiduciary reviews and as a member of the Trust Administration Committee and Trust Investment Committee.
    • Responsible for monitoring client base for opportunities to leverage existing relationships.
    • Employ skills and experience in negotiating, delegating, leadership, and business development.
    • Uphold a respected external profile; demonstrate an ability to work productively with advisors and centers of influence.

    MINIMUM QUALIFICATIONS:

    Work Experience 

    • Minimum of 7 years of relevant law or fiduciary management experience. 

     

    Supervisory Experience  

    • Management experience not required.

     

    Position includes Driving  

    • Yes

     

    Education/Skills/Experience

    • Undergraduate degree from accredited university.
    • Law degree and licensed in good standing in one state, or CTFA, preferred.


    Equipment/Machines/Software

    • Personal computer with proficiency using Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, tax and other industry related software.
    • Must be able to use PC, Keyboard, telephone, copier, scanner, fax and other electronic devices

     

    Competency Requirements

    • Strong interpersonal and presentation skills 
    • Excellent Oral and Written skills effectively with others at all levels of the organization
    • Proven organizational skills with ability to shift priorities and follow assigned tasks through completion.
    • Ability to work independently and with decision making skills
    • Must have high attention to detail with ability to focus on assigned tasks.
    • Must be accustomed to a fast-paced office environment.

     

    Physical Requirements


    • Must be able to lift, push and pull files up to 15 pounds for storage
    • Must be able to bend, stoop, and be mobile within office environment
    • Must be able to sit for most of the day in front of a computer
    • Must be able to speak and hear customers
    • Must be able to see computer screen to read and type on the keyboard

     

     

    This job description does not imply an employment contract, nor is it intended to include every duty and responsibility that employee is responsible.  Duties and tasks may be assigned by management team based on department and business needs.


    Jefferson Bank is an EEO employer and an Affirmative Action Employer, M/F/Disability/Protected Veteran Status.

    Click the link below to be redirected to the Equal Employment Opportunity Commission’s website to view the “Know Your Rights” Poster:  

    https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf



  • 15 Days Ago

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Administrator
  • Federal Public Defender, Western District of Texas
  • San Antonio, TX FULL_TIME
  • Position Announcement 24-07 NATIONAL INFORMATION TECH OPERATIONS AND APPLICATIONS DEVELOPMENT MICROSOFT O365 AZURE ADMINISTRATOR Office of the Federal Public Defender Western District of Texas (San An...
  • 20 Days Ago

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Administrator
  • SOUTHWASTE EMPLOYMENT LLC
  • San Antonio, TX OTHER
  • Job Details Level: Entry Job Location: Creekview Service - San Antonio, TX Position Type: Full Time Education Level: High School Diploma/GED Salary Range: $18.00 - $20.00 Hourly Travel Percentage: Neg...
  • Just Posted

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ADMINISTRATOR
  • Care Choice of Boerne
  • Boerne, TX FULL_TIME
  • Performance Bonuses are given when metrics are met-more details available upon request. POSITION SUMMARY: The Administrator leads and directs the overall operation of the facility in accordance with r...
  • 1 Day Ago

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Administrator
  • PORTER LORING INC
  • San Antonio, TX OTHER
  • Job Details Level: Experienced Job Location: North - San Antonio, TX Position Type: Full Time Education Level: High School Salary Range: $18.00 Hourly Job Shift: Day Job Category: Admin - Clerical Adm...
  • 28 Days Ago

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Teller
  • Security State Bank & Trust
  • Kerrville, TX FULL_TIME
  • Description Position Summary:Tellers are responsible for providing quality customer service experience including efficient and accurate paying and receiving transactions. Assessing customer needs and ...
  • 24 Days Ago

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0 Trust Administrator jobs found in San Antonio, TX area

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Financial Advisor, Insurance Agents, Relationship Manager
  • Pop-Up Talent
  • San Antonio, TX
  • Relationship Manager Remote in San Antonio, TX Amazing remote Financial Advisor, Insurance Agent, and Relationship Manag...
  • 3/28/2024 12:00:00 AM

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Account Executive
  • San Antonio Division (RTL-SA)
  • San Antonio, TX
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/28/2024 12:00:00 AM

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Pre-Sales Delivery Manager
  • Trigenx
  • San Antonio, TX
  • Hybrid/Remote Position Responsibilities: Account Team Collaboration & Services Proposal Development drive the discovery,...
  • 3/28/2024 12:00:00 AM

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Customer Success Manager
  • Trigenx
  • San Antonio, TX
  • Hybrid/Remote Position In this role you will: Own customer relationships, acting as their primary point of contact and t...
  • 3/28/2024 12:00:00 AM

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Sales Engineer
  • Quality Metals
  • San Antonio, TX
  • Job Description Job Description Job Title: Sales Engineer Summary: As a Sales Engineer, you will be responsible for prov...
  • 3/28/2024 12:00:00 AM

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IT Service Desk Specialist II
  • NetImpact Strategies
  • San Antonio, TX
  • Job Description: We are seeking a skilled Tier 2 Service Desk Specialist to join our onsite team in San Antonio, Texas. ...
  • 3/27/2024 12:00:00 AM

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Inside Sales Representative
  • USHA - San Antonio (REV-SA2)
  • San Antonio, TX
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/26/2024 12:00:00 AM

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Account Manager
  • San Antonio Division (REV-SA)
  • San Antonio, TX
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/24/2024 12:00:00 AM

San Antonio (/ˌsæn ænˈtoʊnioʊ/; from Spanish, "Saint Anthony"), officially the City of San Antonio, is the seventh-most populous city in the United States, and the second-most populous city in both Texas and the Southern United States, with more than 1.5 million residents. Founded as a Spanish mission and colonial outpost in 1718, the city became the first chartered civil settlement in present-day Texas in 1731. The area was still part of the Spanish Empire, and later of the Mexican Republic. Today it is the state's oldest municipality. The city's deep history is contrasted with its rapid rec...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$59,739 to $76,330
San Antonio, Texas area prices
were up 1.2% from a year ago

Trust Administrator in Peoria, IL
We work hard to make the trust administration process easy, quick, and inexpensive.
December 14, 2019
Trust Administrator in Yakima, WA
Can provide representation to a trust administrator and can help facilitate the trust administration process so that the administration of the trust can go smoothly and so assets can be transferred to heirs or beneficiaries as quickly as possible.
January 06, 2020
Trust Administrator in Olympia, WA
The assets in the trust should pass almost automatically to the designated beneficiaries.
January 01, 2020