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Trust Account Associate

Details

Country: USA
Location: Dallas TX
Total applied: 40
Location:US-TX-Dallas

Base Pay:N/A
Employee Type:Full-Time Employee

Industry:Banking - Financial Services

Manages Others:no

Trust Account Associate

The Trust Account Associate is responsible for assisting administrators in the day-to-day working of client relationships. Opens and closes accounts, reviews reports, databases, and transactions. Initiates disbursements of funds andp prepares tickets for proper processing. Prepares account, reviews documents and tickets to place or delete assets. Interacts with partners on a daily basis to communicate information on all aspects of a client relationship.
REQUIREMENTS
Knowledge of trust products and services experience is required to service client needs. Analytical skills are necessary to understand the products associated with preparing documents.

Experience: 103 years of client servicing experience.

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