Trust Administrative Assistant
Job in
Fort Worth, Tarrant County, Texas, 76102, USA
Listed on 2026-06-20
Listing for:
SOUTHWEST BANK
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Accounting & Finance, Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
To make a positive long-term contribution to the growth and profitability Trust & Wealth Management by:
- 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.
- 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.
- 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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