Trust Specialist
Job in
Frisco, Collin County, Texas, 75034, USA
Listed on 2026-06-03
Listing for:
Pyramid Consulting, Inc
Contract
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
. This is a 12 months contract opportunity with long-term potential and is located in Frisco, TX (Onsite). Please review the job description below and contact me ASAP if you are interested.
Job
-16308
Pay Range: $25 - $29/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:
- Manages the set-up, implementation, and administration of trusts and estates.
- Monitors transactions, cash flows, and account activity.
- Counsels’ clients and beneficiaries on financial matters related to beneficiary settlement and inheriting assets.
- Reviews portfolios to ensure that they are in compliance with laws and regulations.
- Creates and distributes reports for clients regarding banking market conditions, trust products sales results, and earnings.
- Must have skills: Data entry, Administrative support, documentation, Banking background experience , Banking expereince.
- University (Degree) Preferred
- Work Experience
- 3 Years Required; 5 Years Preferred
- Physical Requirements
- Physical Requirements:
Sedentary Work - Career Level
- 7IC
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy .
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