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Trust Specialist

Pyramid Consulting, Inc

Frisco, TX

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JOB DETAILS
SALARY
$25–$29 Per Hour
SKILLS
Administrative Skills, Artificial Intelligence (AI), Banking Services, Cash Flow, Consulting, Data Entry, Employee Benefits, Finance, Physical Demands, Regulatory Compliance, Sales, Short Messaging Service (SMS), Support Documentation, Transaction Processing/Management
LOCATION
Frisco, TX
POSTED
30+ days ago
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.
Key Requirements and Technology Experience:
  • 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
Our client is a leading Financial Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
 
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About the Company

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Pyramid Consulting, Inc