Trust Administrator

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College Station, TX, US

The Trust Administrator 1 is an entry-level fiduciary support professional responsible for

administrative assistance, account maintenance support, documentation, reporting, and accurate

execution of routine trust and wealth management tasks. The position builds foundational knowledge

of fiduciary services and department operations while supporting Trust Relationship Managers,

Fiduciary Wealth Advisors, and more experienced administrators.

Learn trust administration fundamentals while accurately and timely performing routine account

servicing, documentation, reporting, and administrative duties under established procedures and

supervision.

• Provide administrative support to Trust Relationship Managers, Fiduciary Wealth Advisors, and other administrators.
• Run and prepare reports, documents, forms, and routine correspondence.
• Set up and manage assigned administrative tasks and workflow items.
• Maintain recordkeeping, filing, and record retention requirements.

• Assist with new account paperwork and required documentation.
• Set up accounts and create relationship records in Cheetah/Orion or a successor system.
• Process routine account maintenance activities under established procedures.
• Support client onboarding and account review preparation.

• Enter transactions, deposits, distributions, online monetary transfers, and customer wires with required support and approvals.
• Set up recurring scheduled transactions and submit items to Operations for approval.
• Maintain complete and accurate transaction records and supporting documentation.
• Escalate exceptions, missing information, or non-routine requests to a senior team member.

• Respond to routine client requests primarily on a reactive basis.
• Assist clients with basic portal access and navigation.
• Direct complex, sensitive, or fiduciary matters to the appropriate relationship manager or senior administrator.
• Provide courteous, timely, and accurate service.

• Develop foundational knowledge of fiduciary principles, trust terminology, account types, and
• Begin learning the administrative review process.
• Become proficient in department systems, workflow tools, and client portal support.
• Demonstrate readiness to independently perform a broader range of routine account administration activities.

All other job duties as assigned.

Regular contact with clients regarding routine administrative and service matters. Daily

communication with Trust Relationship Managers, Fiduciary Wealth Advisors, Trust Administrators,

Operations personnel, and other Bank departments.

• High school diploma or equivalent required.
• Zero to two years of banking, administrative, or financial services experience preferred.
• Demonstrated organizational ability and willingness to learn.
• Good oral and written communication and customer service skills.
• Ability to follow procedures, manage assigned tasks, and meet deadlines.
• Knowledge of personal computer systems and office equipment.
• Strong attention to detail and accuracy.

• Associate or bachelor's degree.
• Experience in banking, financial services, office administration, or client service.
• Familiarity with word processing, spreadsheet, workflow, or financial systems.
• Interest in a fiduciary services career and expanded responsibility.

• Accuracy of routine administrative, account maintenance, and transaction tasks.
• Timelin…