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Herring Bank · 21 hours ago

Corporate Trust Assistant Account Administrator

Amarillo, TX

Full-time

Onsite

Mid Level

3+ years exp

Herring Bank is seeking a detail-oriented and customer-focused Assistant Account Administrator to support our Corporate Trust division. This position serves as the first point of contact for the department and plays a key role in processing trust-related information and delivering exceptional service to bondholders and internal partners.

BankingFinancial ServicesLendingWealth Management

Responsibilities

Serve as the first point of contact for the Corporate Trust department, handling incoming calls and customer inquiries

Open, process, and distribute all departmental mail, accurately interpreting and routing documents

Answer bondholder questions related to interest and principal disbursements

Open new self-directed accounts and collect required documentation

Process account updates, distributions, contributions, dividends, and interest for self-directed accounts

Prepare and mail monthly self-directed annual fee statements

Perform annual administrative reviews for all self-directed accounts, ensuring required documentation is complete

Assist with incoming and outgoing transfer requests

Track insurance and financial statements for church accounts and distribute annual statements

Provide backup support for daily trust journal entries and the Self-Directed Administrator as needed

Refer customers to appropriate bank partners for additional products and services

Support a collaborative team environment and a positive customer experience

Qualification

Finance-related experienceMicrosoft Office proficiencyCommunication skillsAttention to detailCustomer service mindset

Required

High school diploma or equivalent and at least 3 years of relevant finance-related experience OR a bachelor's degree in business, Accounting, Finance, or a related field

Proficiency with Microsoft Office and basic computer applications

Strong telephone, written, and interpersonal communication skills

Ability to manage multiple tasks in a fast-paced environment

Strong attention to detail, organization, and time-management skills

Positive, professional demeanor with a customer-service mindset

Ability to work independently with minimal supervision

Commitment to confidentiality and compliance

Ability to work a non-exempt schedule up to 40 hours per week

Must pass a background and credit check