Jefferson Bank · 20 hours ago
Trust Administrator II
San Antonio, TX, US
Full-time
Onsite
Mid Level
3+ years expJefferson Bank is seeking a Trust Administrator II to provide day-to-day administrative and operational support to the Trust Department and Trust Officers. The role involves preparing distributions, engaging with customers, and supporting trust account administration.
BankingFinanceFinancial ServicesLending
Responsibilities
Prepare discretionary distributions, payment of client expenses (cash and/or asset distributions), customer cash and/or asset contributions, correspondence, and routine customer inquiries
Engage directly with customers on a wide variety of requests associated with administration of accounts
Responsible for coordination of and compilation of monthly Trust Committee board packet
Attend and take minutes for Trust related Committee meetings
Review trust agreements in support of trust officer administering accounts
Prepare account Pre-Acceptance, New Account Set-Up, Initial and Annual Review documents and Account Closing Report(s) for review by Trust Officer(s)
Prepare customer/account CIP, BSA and other related account forms. Gather information and documents from customer as necessary
Prepare New Account Set Up form and review new accounts for compliance with required Policy and processes
Compile and analyze various internal information and documentation utilizing Excel and other software
Support other Trust Administrators in the administration of Trust Accounts
Communication with various vendors on behalf of Trust Officer and/or client
Reconciliation of various accounts and dual control reports
Timely imaging of Legal, Correspondence, Investment, Mineral, Real Estate and other relevant Trust documents/information when necessary
Handle overnight shipping and courier needs for Department staff as needed
Confirm and verify outgoing wire transfers for Department
Notarize documents
Answer telephone(s) and manage conference room reservations as necessary
Prepare expense reports for Trust Officers as requested
Other projects and duties as needed
Qualification
Required
Three to Five years' experience in administrative support role
High School Diploma or equivalent
Personal computer with high proficiency using Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint)
Must be able to use telephone, 10 key adding machine/calculator, copier, scanner and facsimile machine
Proven organizational skills with ability to shift priorities and follow assigned tasks through completion
Excellent oral and written skills
Ability to work independently with minimal supervision
Must have high attention to detail with ability to focus on assigned tasks
Must be accustomed to multitasking and a fast-paced office environment
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
Must be able to be mobile in an office environment
Must be able to bend and stoop to floor level filing cabinet drawers
Occasional travel may be required
Preferred
Three to five years of direct trust administrative assistant experience
Accounting experience preferred
Undergraduate degree or pursuing, preferred
Company
Jefferson Bank
Jefferson Bank provides checking, savings, loans, mortgages, online banking and wealth management services to individuals and businesses.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Bill Goetz
Senior Executive Vice President & CFO
Mitchell Walker
Executive Vice President - Chief Operating Officer
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