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Trust Administrator

Date Posted: 9/8/2020

Job #1571785
Permanent
Houston, Texas
Professional

Trust Administrator (Houston)

Financial services company is seeking a Trusts Administrator to join their busy Houston office. Great opportunity to work in a family-oriented and team environment.  Competitive compensation and benefits are included.   

Responsibilities:

Administer trusts and personal investments on behalf of beneficiaries

Consult with investment advisors, tax advisor, outside counsel, insurance specialist and coordinate investment activity

Document and track beneficiary distributions, investments, funds, meetings, and agendas

Communicate and interface directly with clients and beneficiaries

Review documentation including financial statements, investment advisory agreements, subscription agreements, real estate related agreements, trustee minutes, corporate formation documents, and other corporate documents 

Requirements:

5+ years of experience with trust administration

J.D. from an accredited law school

Strong communication and writing skills

 

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