Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Trust Specialist

$24.51 - $26.51 per hour

Corps Team

Trust Specialist

Our client, a large financial services company, is seeking an experienced financial services professional for a Trust Specialist 12 month contract role in Frisco, TX or Charlotte, NC. This role is Hybrid with 3 days in the office per week. The role may have potential to extend or convert to a full-time team member for strong performers.

The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners in Wealth with specialized concierge for daily email requests and inbound client calls; processing trust account onboarding, money movement, account maintenance and servicing, and recordkeeping within defined SLA's. Service is typically provided by email, updates to Salesforce, and follow up to internal business partners.

Key Responsibilities and Duties:

  • Manages the set-up, implementation, and administration of trusts and estates.
  • Monitors transactions, cash flows, and account activity.
  • Reviews portfolios to ensure that they are in compliance with laws and regulations.
  • Creates reports for clients regarding banking market conditions, trust products sales results, and earnings.

Educational Requirements:

  • University (Degree) Preferred - Finance, Business or related

Work Experience:

  • 1-2 Years Required in Financial Services, Wealth Management or similar field
  • Knowledge of what an IRA (Investment Retirement Account) is
  • Experience with Salesforce or a CRM is a plus
  • Excellent communication skills - verbal and written

Pay Rate $24.51 - $26.51

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Trust Specialist in Frisco, TX vacancy
  •  ...Trust Specialist The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners in Wealth with specialized concierge for daily email requests and inbound client calls; processing trust account... 
    Suggested
    Work experience placement

    eTeam

    Frisco, TX
    3 days ago
  • $27.41 - $29.41 per hour

    Our client, a large financial services company, is seeking an experienced Trust Specialist for a 12+ month contract role in Frisco, TX. This role is fully onsite M-F. The Trust Specialist works on a centralized team and provides essential administrative support to the... 
    Suggested
    Contract work

    Corps Team

    Frisco, TX
    2 days ago
  • $27.41 - $29.41 per hour

    Corps Team is seeking an experienced Trust Specialist for a 12+ month contract role in Frisco, TX. This fully onsite position involves providing essential administrative support to the Beneficiary Settlement team and its clients. The Trust Specialist will focus on the... 
    Suggested
    Hourly pay
    Contract work

    Corps Team

    Frisco, TX
    2 days ago
  • $77k - $145k

     ...investment, and fiduciary services. Within WIM, Banking, Lending & Trust (BL&T) delivers specialized banking, custom lending, and trust...  ...offices, and business owners. As a Wealth Custom Lending Specialist, you will partner with advisors, private bankers, relationship... 
    Suggested
    Ongoing contract
    Full time
    Work experience placement
    Immediate start
    Relocation package

    Wells Fargo

    Frisco, TX
    5 days ago
  • $15 - $20 per hour

     ...Job Summary: The Specialist Fulfillment is responsible for providing order processing support for fulfillment and/or provide assistance...  ...choice for pharmacy, retail and health services, building trusted relationships that create healthier futures for customers, patients... 
    Suggested
    Hourly pay
    Work experience placement
    Flexible hours

    Walgreens

    Frisco, TX
    2 days ago
  • $90.57k - $115.04k

     ...Physical Therapy Specialist Frisco, TX $90,570 - $115,040 a year Full Time Job Description What if your daily contributions...  ...same, and every interaction will resonate. You will serve as a trusted partner in the initial stages of recoverywhether you are... 
    Full time
    Immediate start
    Flexible hours

    MLee Healthcare Staffing and Recruiting, Inc

    Frisco, TX
    2 days ago
  •  ...communication skills required ~ Ability to understand and execute the company vision and values of Team, Excellence, Service, and Trust Join our team and be a driving force behind our project's success! At Haskell, we offer a comprehensive benefits package,... 
    Contract work
    For subcontractor
    Local area
    Immediate start

    The Haskell Company

    Frisco, TX
    1 day ago
  •  ...commitment to excellence in everything we do. L3Harris is the Trusted Disruptor in defense tech. With customers’ mission-critical...  ...cyber domains in the interest of national security. Job Title: Specialist, Software Engineering (Embedded) Job Code: 42005 Job... 
    Local area

    L3Harris Technologies

    Frisco, TX
    1 day ago
  • $137.9k - $256.1k

    Senior Specialist Legal Editor, Practical Law Real Estate We are seeking an experienced real estate finance lawyer to join the Practical...  ...Law is part of Thomson Reuters, one of the world's most trusted providers of answers across law, tax, compliance, government and... 
    Work at office
    Local area
    Flexible hours

    Thomson Reuters

    Frisco, TX
    6 days ago
  •  ...entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity... 
    Local area

    Intuit

    Frisco, TX
    18 days ago
  • $23 - $27 per hour

     ...Soleo Health is actively seeking an Acute Clearance Specialist to join our Specialty Infusion Pharmacy. This full-time role offers remote work opportunities within the USA and focuses on supporting patient benefit verification and insurance management. Ideal candidates... 
    Hourly pay
    Full time
    Remote work

    Soleo Health

    Frisco, TX
    2 days ago
  •  ...Hearing Aid Specialist/Audiologist Employment Type: Full-Time, On-Site Schedule: Monday-Friday | 9:00 AM - 5:00 PM Job Summary: We are seeking a compassionate and skilled Hearing Aid Specialist, or Hearing Aid Dispenser to join our locally owned and operated... 
    Full time
    Monday to Friday

    Protouch Staffing

    Frisco, TX
    6 days ago
  • $85k - $115k

     ...operations and maintenance support, maximizing uninterrupted performance. With more than two decades of experience, Ascent serves as a trusted partner for all critical infrastructure needs. At Ascent, everything we do comes down to a simple mantra: Elevating Mission... 
    Full time
    Contract work
    Casual work

    Ascent LLC.

    Plano, TX
    4 days ago
  •  ...commitment to excellence in everything we do. L3Harris is the Trusted Disruptor in defense tech. With customers’ mission-critical...  ...domains in the interest of national security. Job Title: Specialist, Program Finance Job Code: 41041 Job Location: Plano, TX... 
    Contract work
    Local area

    L3Harris Technologies

    Plano, TX
    1 day ago
  • $95.5k - $181.7k

     ...a safer, more secure world.At Raytheon our Principal Strategy Specialist is responsible for executing a wide range of high‑value internal...  ...vision for a safer, more connected world. At RTX we value: Safety, Trust, Respect, Accountability, Collaboration, and Innovation.Please... 
    Temporary work
    Work experience placement
    For subcontractor
    Remote work
    Relocation package
    Flexible hours

    Raytheon

    Mckinney, TX
    1 day ago
  • $86.8k - $165.2k

     ...Organization is seeking a Program Cost Controls Analyst, Principal Specialist (P3) to support the Tomahawk Recertification program. The...  ...vision for a safer, more connected world. At RTX we value: Safety, Trust, Respect, Accountability, Collaboration, and Innovation.Whether... 
    Contract work
    Temporary work
    Work experience placement
    Remote work
    Relocation package
    Flexible hours

    Raytheon

    Mckinney, TX
    3 days ago
  • $86.8k - $165.2k

     ...aerospace and defense.We have an exciting opportunity for­ a Principal Specialist, Contracts within the Naval Power Strategic Business Unit (SBU)...  ...for a safer, more connected world. At RTX we value: Safety, Trust, Respect, Accountability, Collaboration, and Innovation.Learn... 
    Contract work
    Temporary work
    Work experience placement
    For subcontractor
    Work at office
    Remote work
    Flexible hours

    Raytheon

    Mckinney, TX
    3 days ago
  • $78k - $97.3k

     ...CT Imaging Specialist / Radiologic Technologist Frisco, TX $78,000 - $97,300 a year Elevate Your Imaging Career in Frisco — Where...  ...diagnostic images but also to create an environment of tranquility and trust for patients during their most vulnerable times. Whether you... 
    Local area
    Immediate start
    Flexible hours

    MLee Healthcare Staffing and Recruiting, Inc

    Frisco, TX
    1 day ago
  •  ...transform experiences for those in your care. You will be part of a dedicated team that thrives on collaboration, understanding that trust and respect are the foundations of excellent care. Together, you create an environment where imaging is essential and appreciated... 
    Local area
    Flexible hours

    MLee Medical Employment

    Frisco, TX
    2 days ago
  • $78k - $97.3k

     ...CT / Radiologic Technologist / Imaging Specialist Frisco, TX $78,000 - $97,300 a year Discover Your New Path in Frisco, Texas — A...  ...not only impact treatment decisions but will also help foster trust and assurance in those you serve. Your Key Responsibilities... 
    Full time
    Local area

    MLee Healthcare Staffing and Recruiting, Inc

    Frisco, TX
    1 day ago
  • $78.09k - $97.59k

     ...ARRT Radiologic Technologist / Imaging Specialist Frisco, TX $78,093 - $97,594 a Year Capture with Compassion in the Thriving Metroplex...  ...professionals who are eager to elevate their careers. The Trust Within Your Team As part of our imaging department, you will... 
    Flexible hours

    MLee Healthcare Staffing and Recruiting, Inc

    Frisco, TX
    2 days ago
  • $20 per hour

     ...integrity, accountability, empathy, care, and concern for the needs of our clients and the officers which we serve. Incident Response Specialist Alarm Systems Monitor License Required or be willing to obtain, a Texas Alarm Systems Monitor License. Position Summary... 
    Hourly pay
    Weekly pay
    Full time
    Shift work
    Night shift
    Weekend work

    First Responder Protective Services

    Frisco, TX
    5 days ago
  •  ...commitment to excellence in everything we do. L3Harris is the Trusted Disruptor in defense tech. With customers mission-critical needs...  ...domains in the interest of national security. J ob Title: Specialist, Program Scheduler Job Code: 42163 Job Location: Onsite at our... 
    Work at office
    Local area

    L3Harris Technologies

    Frisco, TX
    1 day ago
  • $850 - $1,200 per week

     ...Lawn Specialist 1500 10th St, Plano, Texas 75074 TruGreen accepts applications on an ongoing basis. Job Description At TruGreen...  ...a turf whisperer, breathing life into lawns while earning the trust of homeowners who take pride in their outdoor spaces. You'll... 
    Hourly pay
    Local area

    TruGreen

    Plano, TX
    5 days ago
  • Front Office Specialist - Training Provided!Frisco, TXEyeCare Partners is the nation's leading provider of clinically integrated eye care. Our national network of over 300 ophthalmologists and 700 optometrists provides a lifetime of care to our patients with a mission... 
    Work at office
    Monday to Friday
    Shift work

    Walker Surgical Center

    Frisco, TX
    2 days ago
  •  ...supportive and innovative environment.Job SummaryThe Facilities Specialist performs hands-on, day-to-day facilities support under the...  ...performance objectives Team Building (Level 1 Developing) Builds trust, fosters openness, and provides support. As the manager of a team... 
    For contractors
    Work at office
    Local area
    Monday to Friday

    Delek US

    Plano, TX
    5 days ago
  •  ...Cardiovascular Invasive Specialist Baylor Scott & White The Heart Hospital – Frisco, Texas Be Part of What's Next in Cardiovascular Care An extraordinary opportunity is taking shape in Frisco, Texas—and we invite you to help build it. Baylor Scott & White The Heart... 
    Permanent employment
    Summer work
    Immediate start
    Shift work

    Baylor University Medical Center

    Frisco, TX
    2 days ago
  •  ...Delivery Specialist The Delivery Specialist is responsible for delivering purchased merchandise to customers within the assigned market...  ...will deliver Legendary Customer Experience through building trusted relationships, offering seasoned advice, ensuring safe... 
    Shift work
    Afternoon shift

    Tractor Supply

    Mckinney, TX
    1 day ago
  • $37.44k - $41.6k

     ...we’ve grown into a leading force in debt recovery, providing trusted and comprehensive legal solutions for financial institutions nationwide...  ...delivering results. We are seeking a motivated Resolution Specialist to join our Plano, TX-based team. This role is bonus... 
    Full time
    Work at office
    Flexible hours

    Scott & Associates, PC

    Plano, TX
    4 days ago
  • $45k - $65k

     ...for it, you’re the person who guides them through. The Medicaid Specialist manages the full qualification process — from initial...  ...Counsel families on asset spend-down strategies, Qualified Income Trusts (Miller Trusts), Lady Bird Deeds, and Supplemental Needs Trusts... 
    Work at office

    Miller Law Office PLLC

    Plano, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Trust Specialist. Be the first to apply!