Trust Operations Specialist
Employment type
Full-time
Work setting
On-site
Location
Wichita Falls, TX
Schedule
Day shift
Posted
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Job overview
The Trust Operations Specialist role is onsite in Wichita Falls, TX. Compensation is not specified. American National Bank & Trust's trust operations team maintains and processes trust account activity. The specialist processes and reconciles account transactions, maintains accurate records, and prepares customer statements. The role supports reliable trust operations by balancing accounts, handling asset income and mutual fund activity, and providing backup support across trust operations.
What you'll do
- Reconcile cash management and mutual funds
- settle mutual fund transactions and place resulting trades
- process and verify asset income
- balance trust DDA accounts daily
- prepare customer account statements
- scan and index daily operations work
- review weekly pricing reports and correct exceptions
- assist with asset setup and maintenance
- cross-train to provide backup for other trust operations activities
- complete special projects as requested.
What we're looking for
- Skills & competencies
- trust operations specialistwichita falls txamerican national bank & trusttrust accountsaccount reconciliationmutual fundstransaction processingasset incomecustomer statements10-keyhigh school diploma or gedbanking
- Work arrangement
- Weekend coverage required
Why this role
Requires a high school degree or GED, or equivalent education and hands-on experience. The role requires accuracy, confidentiality, attention to detail, and proficiency with 10-key, data entry, spreadsheets, and word processing. Occasional overtime, evenings, weekends, and movement between branches may be needed.
About the employer
American National Bank & Trust is hiring for this role. Industry: Commercial Banking. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Commercial Banking
- Occupation code
- 43-3031.00
You'll be redirected to the employer's application page.
Listing ID: d015502c-6f8b-4c7a-a46e-0fbade9fc7cd