Trust Relationship Analyst NE

Job Description

Office location:
Abilene, Texas, United States.

Provide support to senior Trust Officers through assisting with client communications, meeting preparation, coordination of account transactions, client account reviews, preparation of materials for clients and/or other Officers as well as other client related projects as determined necessary. Contacts include clients, officers, and employees. Outside contacts include attorneys, accountants, insurance agents, and prospective clients.

• Assist in the client onboarding process.
• Prepare materials for client meetings.
• Research account issues.
• Facilitate client requests.
• Create and manage monthly spreadsheets.
• Learn various software systems.
• Assist with estate administrations and other projects as necessary.
• Actively participate in the sales and service culture, support the values of the organization, and follow established policies and procedures.

• Bachelor’s degree desired.
• Accounting or Finance degree preferred.
• Minimum of 6 months experience in related field.
• Self‑motivation, confidence, strong interpersonal and communication skills required.
• Accuracy, attention to detail, dedication, and critical thinking/reasoning skills essential.

The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as a detailed description of all work requirements that may be inherent in the job.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.

41 CFR 60-1.35(c)