Overview
Trust Associate Jobs in Dallas – Texas – USA at Argent Financial Group
Job Description
Job Description
POSITION SUMMARY:This position reports directly to the Market President to support the activities of the local market. This position is salaried, non-exempt. The Trust Associate will be required to accurately report time worked. All overtime must be pre-approved.
ESSENTIAL FUNCTION:
Maintains a very high level of confidentiality in all matters related to internal and external clients, prospects and centers of influence.
Provide administrative and clerical support for Trust Officer(s) and Portfolio Manager(s) including, but not limited to, trust transactions (disbursements, income, etc.), submitting investment trades, preparation of correspondence as requested, preparation of discretionary request documentation for Trust Committee, preparation and/or facilitation of maintenance for special assets.
Opening, closing and maintenance of accounts
Monitoring of cash balances for overdrafts or large balances
Coordination of tax reporting
Perform research, documentation and database input as requested
Preparation of client and marketing presentations
Corresponds with clients, centers of influence and prospects while maintaining a professional yet personable level ofcommunicationand interaction
Handles routine questions from clients
Process incoming and outgoing mail
Maintaining excellent and well-organized records and files
May attend meetings with officer(s) as necessary
Answer phones and greet visitors, clients, centers of influence and prospects
ADDITIONAL DUTIES AND RESPONSIBILITIES:
Performs any and all other duties assigned by Market President for which the employee is qualified and physically able to perform with or without reasonable accommodations.
SUPERVISORY RESPONSIBILITIES:
None
QUALIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATIONorEXPERIENCE:
Bachelor’s degree in Business Administration, Banking, Finance, Accounting, or related field; three to five years of experience required in field related to position, or an equivalent combination ofeducationand experience.
LANGUAGE SKILLS:
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to compose original correspondence, write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, customers, and the general public.
MATHEMATICAL SKILLS:
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.
REASONING ABILITY:
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to deal with a variety of abstract and practical problems.
OTHER
SKILLS AND ABILITIES
:
Excellent interpersonal, verbal, writing, andanalytical skills; ability to work well with others and assist others in working through problems rationally and objectively.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential duties of this job. Reasonable …
Title: Trust Associate
Company: Argent Financial Group
Location: Dallas – Texas – USA
Category: Administrative/Clerical
