Trust Administrative Assistant

# Trust Administrative Assistant Hot JobFORT WORTH TRUST - FORT WORTH, TX 76102## Overview Position Type Full Time## Description
** Job Purpose
** To make a positive long-term contribution to the growth and profitability Trust & Wealth Management by:
1. Assisting Trust Officer(s) in providing excellent customer service to internal and external clients.
2. Maintaining the quality and integrity of services provided to clients of Trust and Wealth Management.
** Key Responsibilities
*** Assist Trust Officers/Administrators with administrative duties, including reviewing trust agreements, preparing correspondence, meeting with clients, and responding to client requests.
* Process timely and accurate client deposits, disbursements, and account transactions.
* Open and close accounts in compliance with internal policies and procedures.
* Monitor timely and accurate remittance of client income tax returns and quarterly estimates.
* Verify insurance coverage for trust properties, monitor real estate inspections and appraisals, and maintain appraisal district valuation records.
* Assist with trust reviews by researching information and ensuring all approved changes are updated in the trust accounting system.
* Monitor daily transaction reports and daily cash ledger reports to ensure accuracy.
* Open, date-stamp, and distribute incoming mail.
* Image and file trust-related documents; maintain investment and periodical resource books.
* Process incoming oil and gas revenue checks.
* Perform other job-related duties as assigned.## Qualifications
*
* Minimum Requirements:

*** High school diploma.
* Associate’s degree or equivalent professional experience.
* Strong oral and written communication skills.
* Excellent customer service skills.
* Proficient in Microsoft Office and general office equipment.
* Basic knowledge of accounting principles.
*
* Preferred Qualifications:

*** Bachelor's degree in Business or related field.
* Familiarity with trust accounting systems.
* Proficiency in word processing and spreadsheet software.
* Experience working in a bank or financial institution.
* Understanding of various banking departments.
* Ability to work independently and collaboratively in a team environment.
* Strong time management, organizational, and interpersonal skills.
* Detail-oriented with strong planning capabilities.
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