Job Description

Who is Austin Trust Company?

Austin Trust Company was the first private trust company chartered by the Texas Department of Banking. We remain Austin’s only locally owned and controlled trust company. We believe in building up from within and investing in the continuous education of our professionals to stay up to date on the changes and trends that affect our clients’ accounts. We are happy to report the current median tenure of our employees is 10 years. Because we are a small company, every voice matters here and you have the ability to directly influence meaningful development.

What our Team Needs

Austin Trust Company is seeking an experienced Trust Officer to add to our dynamic wealth management team. The successful candidate will be customer service oriented, discerning, professional, a team player and able to respond positively to changing workloads and priorities. They must have excellent interpersonal skills and take a genuine interest in the unique needs and dynamics of individual accounts.

Responsibilities

• Professional account management ensuring compliance with the governing documents, applicable law and Austin Trust Company’s Policies and Procedures
• Monitor all aspects of account activity including, but not limited to, distributions, cash reserves, investments, tax preparation and expenses while supervising the Administrative Assistant and frequently collaborating interdepartmentally.
• Provide exceptional customer service, maintaining regular communication with existing clients and demonstrating authentic care.
• Work with and provide efficient, accurate and courteous service to clients, co-workers and a variety of other colleagues and professionals including attorneys, CPAs, case managers, etc. in and out of the office as needed
• Complete a thorough annual review for each account
• Remain current on legislative changes relevant to the administration of accounts.
• Actively participate in marketing the Company for the purpose of cultivating new business opportunities.
• Join and participate in appropriate professional associations for networking and continuing education.
• Provide direction, guidance and mentorship to assigned Administrative Assistant, meeting regularly to discuss performance management

Qualifications

• Minimum: Bachelor’s Degree
• Prefer relevant supplemental education demonstrating an advanced knowledge of proper account management to include J.D., Cannon/ABA/Texas Trust School or equivalent and/or one or more of the following designations: AEP®, CTFA®, ATFA, CFP or CFA.
• Prefer 3+ years of experience with Trust Administration including 1301 and SNT accounts.
• Able to demonstrate high ethical standards adhering to Company policies and procedures, keeping strict business confidentiality and professional in manner and dress while maintaining respectful working relationships.
• Able to read, review and understand sophisticated legal documents.
• Highly organized, self-motivated, detail oriented and able to multitask.
• Eager to learn, coachable and willing to mentor their administrative assistant and other junior associates.
• Excellent written, verbal and interpersonal communication skills.
• Excellent knowledge of Microsoft Office Suite and other web-based applications
• Physical: Able to lift light loads (under 15 pounds) and sit for long periods using a computer.
• Must have a valid driver’s license and maintain personal automobile liability insurance coverage

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