Trust Associate - Houston, TX

About the role

The Trust Associate is a specialist role that supports Trust Administrative and Trust Sales duties for the Trust and Wealth Management Division and has primary responsibility for assisting the Trust Officers and Wealth Strategists.

Responsibilities

• Partner with the trust team and the broader Trust & Wealth Management Team to strengthen client relationships.
• Communicate clearly and effectively with clients (e.g., account owners, trust beneficiaries, and portfolio managers) daily; respond to their requests and work with them to resolve issues and meet their needs.
• Utilize the InnoTrust platform for administrative services, account maintenance, and the creation of administrative reports.
• Prepare documents and presentations as needed.
• Maintain client records, compliance files, and manage sensitive, confidential, proprietary information with discretion.
• Prepare applications; account pre‑acceptance; account acceptance and related forms for signature.
• Prepare administrative reviews.
• Gather information and prepare agendas for various meetings and committees.
• Complete special projects as requested.
• Support Trust Officers in properly administering relevant trust accounts.
• Support and promote the Bank’s vision, mission, core values, organizational structure, and policies and procedures.
• Comply with federal and state regulations as well as all established Bank policies and procedures.
• Perform other duties as assigned.

Qualifications

• 1 or more years of experience in a client service role, ideally in financial services.
• General knowledge of investment products.
• Experience in trust, estate administration or life‑insurance policies is a plus (but not required).
• Trust accounting platform experience preferred.
• Bachelor’s Degree or equivalent work experience.
• Highly effective written and oral communication skills.
• Strong analytical, problem‑solving and organizational skills with keen attention to detail.
• Ability to work well with a team and represent the culture of the firm.
• Team player with a high level of energy and enthusiasm.
• Natural self‑starter with a proactive posture toward progress and innovation.
• Unimpeachable integrity and ability to maintain confidential information.
• Sense of urgency and ability to operate in a timely fashion on all fronts.
• Proficiency in MS Office including Word, Excel, PowerPoint, and Outlook.
• Must be able to be physically present in the Bank to perform job duties.

Texas Regional Bank is an Equal Opportunity Employer.