Trust Clerk jobs in Laredo, TX

Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)

T
Trust Operations Associate (Onsite)
  • Texas Regional Bank
  • Allen, TX FULL_TIME
  • Position Summary
    The Trust Operations Associate is responsible for providing operational support to the Trust Division.
    Principal Duties and Responsibilities
    • Partner with Trust Administrators and broader Trust & Wealth Management Team to strengthen client relationships
    • Partner with team to uncover client needs and deliver solutions
    • Prepare documents and presentations
    • Schedule client meetings and manage Trust Administrators calendars
    • Create, gather, and organize documents for client meetings
    • Answer incoming correspondence via phone; mail and email
    • Greet clients and visitors that come into Division
    • Maintain client records, compliance files, manage sensitive, confidential, proprietary information with discretion
    • Make entries into primary Trust systems.
    • Prepare applications; account pre-acceptance; account acceptance and related forms for signature
    • File\scan documents and work papers for accounts and committees as assigned
    • Gather information and prepare agenda and packet for Trust Administrative Committee; Trust Administrative Sub Committee; Trust Investment Committee and Trust Committee
    • Document procedures and process flows, and ensure they are kept accurate
    Other Responsibilities
    • Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
    • Comply with federal and state regulations as well as all established Bank policies and procedures.
    • Perform other duties as assigned.
    Qualifications, Education and Experience Requirements
    • High School Diploma or equivalent required; college degree preferred
    • Microsoft Suite of applications proficiency
    • Knowledge of general office procedures (e.g., scanning, filing, correspondence, scheduling, expenses, calendar)
    • Knowledge of Life Insurance Policies considered a plus
    • Knowledge of Trust and Wealth Management terminology considered a plus
    • Ability to communicate with clients; vendors; CPA’s; attorneys and other professionals
    • Ability to work in a team based environment
    • Operational and/or Client service experience
    • Experience in Trust/Wealth Management/Legal environment preferred
    • Experience interfacing with outside vendors (i.e., Custodians, Life Insurance Companies/ Real Estate appraisers, etc.)
    • Effective interpersonal, communication and presentation skills
    • Excellent telephone etiquette
    • Ability to maintain confidentiality
    • Must have excellent analysis, observation and decision making skills.
    • Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned.
    • Excellent interpersonal and communication skills are necessary for maintaining effective relationships with clients, board members, officers, employees, and members of the business and civic community.
    • Individual should be able to work under high pressure situations and a stressful atmosphere and then should remain composed.
    • Must be able to be physically present in the Bank to perform job duties.
    • Texas Regional Bank is an Equal Opportunity Employer
  • 21 Days Ago

T
Trust Officer (Onsite)
  • Texas Regional Bank
  • Allen, TX FULL_TIME
  • Position Summary The Associate Trust Officer will be an integral member of the TRB Trust team. In this role, the Associate Trust Officer will be responsible for administering trust accounts, primarily...
  • 22 Days Ago

S
Surveying Clerk
  • SAMES Inc.
  • Allen, TX FULL_TIME
  • Position Summary:The Administrative Clerk will work closely with the Department Survey Coordinator and Project Coordinator, Public Relations Manager and Staff Account to coordinate the daily tasks req...
  • 19 Days Ago

E
Attendance Clerk
  • Edinburg Consolidated Independent School District
  • Edinburg, TX FULL_TIME
  • JobID: 6223 Position Type: Secretarial/Clerical/Campus Level Clerk Date Posted: 8/11/2023 Location: Longoria Middle School Date Available: REPORTS TO: Campus Principal APPLICATION DEADLINE: Open Until...
  • 20 Days Ago

T
Deli Clerk
  • TravelCenters of America
  • Edinburg, TX FULL_TIME
  • There’s never been a better time to join TravelCenters of America! For more than 50 years, millions of professional truck drivers and motorists have called our travel centers home, depending on us dai...
  • 20 Days Ago

C
RECORDS CLERK
  • City of Weslaco
  • Weslaco, TX FULL_TIME
  • Job Summary Under general direction of the Records Supervisor, this position is responsible for data entry, filing and scanning records, answering phones, processing requests for information, and dail...
  • 20 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Trust Clerk jobs found in Laredo, TX area

T
Postal Clerk - No Experience Required
  • The Postal Service
  • Laredo, TX
  • POSTAL CLERK NO EXPERIENCE REQUIRED PAID TRAINING PROVIDED JOB SECURITY The Postal Service is the largest government rel...
  • 3/28/2024 12:00:00 AM

R
Administrative Assistant - Work From Home>
  • Rob Levine Law
  • Laredo, TX
  • [Office Assistant / Fully Remote] - Anywhere in U.S. / Competitive Pay - As an Administrative Assistant you'll: Act as t...
  • 3/27/2024 12:00:00 AM

C
Administrative Assistant, (A244110-5), 205, Administration
  • City of Laredo, TX
  • Laredo, TX
  • Salary: $18.13 Hourly Location : Laredo, TX Job Type: Full-time Job Number: A244110-5 Department: Utilities Division: Ad...
  • 3/26/2024 12:00:00 AM

M
Office Clerk
  • Manpower
  • Laredo, TX
  • Office Clerk 3rd shift Our client is looking for hardworking, motivated talent to join their team. Don’t wait… apply tod...
  • 3/25/2024 12:00:00 AM

F
FT Project Support Administrative Assistant - Work From Home>
  • FEFA
  • Laredo, TX
  • [Office Assistant / Fully Remote] - Anywhere in U.S. / Competitive salary / Medical benefits / PTO - As a Project Suppor...
  • 3/24/2024 12:00:00 AM

F
FT Data Entry Clerk (Work From Home)>
  • Family ReEntry
  • Laredo, TX
  • [Administrative Assistant / Remote] - Anywhere in U.S. / Competitive Pay - As a Data Entry Clerk you'll: Create spreadsh...
  • 3/24/2024 12:00:00 AM

R
FT Data Entry Clerk (Work From Home)>
  • Radon Solutions
  • Laredo, TX
  • [Administrative Assistant / Remote] - Anywhere in U.S. / Competitive Pay - As a Data Entry Clerk you'll: Transfer data f...
  • 3/24/2024 12:00:00 AM

T
FT Data Entry Clerk - Work From Home>
  • The League
  • Laredo, TX
  • [Administrative Assistant / Fully Remote] - Anywhere in U.S. / Up to $25 per hour / Benefits - As a Data Entry Clerk you...
  • 3/24/2024 12:00:00 AM

Laredo (/ləˈreɪdoʊ/ lə-RAY-doh; Spanish: [laˈɾeðo]) is a city in and the county seat of Webb County, Texas, United States, on the north bank of the Rio Grande in South Texas, across from Nuevo Laredo, Tamaulipas, Mexico. According to the 2010 census, the city population was 236,091, making it the tenth-most populous city in the state of Texas and third-most populated on the Mexico–United States border, after San Diego, California, and El Paso, Texas. Its metropolitan area is the 178th-largest in the U.S. and includes all of Webb County, with a population of 250,304. Laredo is also part of the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$32,076 to $38,291
Laredo, Texas area prices
were up 1.2% from a year ago

Trust Clerk in Lebanon, PA
If the minor would like to request their trust fund by mail, the minor has to complete the acknowledgment form in front of a notary and mail this document along with the original birth certificate, a copy of their current state ID or current school ID and copy of their Social Security card.
December 19, 2019
Trust Clerk in San Diego, CA
Is being a "TRUST-VAULT CLERK" your very best career choice.
December 11, 2019
Trust Clerk in Wilmington, NC
Based on our compensation data, the estimated salary potential for Trust Clerk will increase 16 % over 5 years.
February 22, 2020