Trust Administrative Officer

DUTIES and

RESPONSIBILITIES

: Responsible for assisting Trust Officers and other trust department personnel in the daily administration of Private Trust’s trustee and executor relationships Work closely with trust department personnel on a day-to-day basis, to assist with handling administrative details while maintaining workflow Act as a point of contact with clients, trust beneficiaries and their advisors, co-fiduciaries, misc.

REQUIREMENTS

: Prior experience in private trust administration, preferably 2+ years Prior experience with trust operations a plus Strong interpersonal and communication skills Sound judgment and ability to use discretion in making well-reasoned decisions Extensive background in use of Windows and Microsoft based products, including Office applications (Word, Excel, PowerPoint and Outlook), Internet applications Attention to detail and organizational skills must be a strength Proofreading skills Must consent to and have favorable consumer report, background check and drug/alcohol test OTHER ESSENTIAL CANDIDATES: Ability to maintain extreme confidentiality in dealing with client matters Ability to “multi-task,” manage several projects at one time and follow through to completion Willingness to take initiative Ability to anticipate issues and be proactive/work quickly to resolve them Team player Desire to learn, expand responsibility NO AGENCIES PLEASE No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.