Job Description
Description
We are seeking a Part-Time Trust Administrator (20+ hours a week) in Dallas, TX, with flexibility for occasional remote work. The trust administrator will oversee trust administration activities such as managing financial records, preparing accountings and annual reports, coordinating and assisting with trustee services. Responsibilities include maintaining accurate records, preparing reports, interfacing with accountants, financial advisors, and beneficiaries, and supporting the firm's overall trustee services practice.
Requirements
Qualifications
+ Strong knowledge and experience in Trustee Services
+ Competency in fiduciary responsibility and a solid understanding of related legal principles
+ Excellent Communication skills, with the ability to interact professionally with clients, beneficiaries, and internal teams
+ Highly organized, detail-oriented, and proactive in managing administrative responsibilities
+ Bach...
We are seeking a Part-Time Trust Administrator (20+ hours a week) in Dallas, TX, with flexibility for occasional remote work. The trust administrator will oversee trust administration activities such as managing financial records, preparing accountings and annual reports, coordinating and assisting with trustee services. Responsibilities include maintaining accurate records, preparing reports, interfacing with accountants, financial advisors, and beneficiaries, and supporting the firm's overall trustee services practice.
Requirements
Qualifications
+ Strong knowledge and experience in Trustee Services
+ Competency in fiduciary responsibility and a solid understanding of related legal principles
+ Excellent Communication skills, with the ability to interact professionally with clients, beneficiaries, and internal teams
+ Highly organized, detail-oriented, and proactive in managing administrative responsibilities
+ Bach...