Trust Specialist
$25 - $29 per hourPyramid Consulting, Inc.
Immediate need for a talented Trust Specialist . This is a 12 months contract opportunity with long-term potential and is located in Frisco, TX (Onsite) . Please review the job description below and contact me ASAP if you are interested.
Job ID:26-16308 Pay Range: $25 - $29/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location). Key Responsibilities:- Manages the set-up, implementation, and administration of trusts and estates.
- Monitors transactions, cash flows, and account activity.
- Counsels' clients and beneficiaries on financial matters related to beneficiary settlement and inheriting assets.
- Reviews portfolios to ensure that they are in compliance with laws and regulations.
- Creates and distributes reports for clients regarding banking market conditions, trust products sales results, and earnings.
- Must have skills: Data entry, Administrative support, documentation, Banking background experience , Banking expereince.
- University (Degree) Preferred
- Work Experience
- 3 Years Required; 5 Years Preferred
- Physical Requirements
- Physical Requirements: Sedentary Work
- Career Level
- 7IC
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Vacancy posted 23 hours ago
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