Trust Administrator
CTG
CTG is seeking to fill a Trust Administrator opening for our client in Dallas, TX.
Location: Dallas, TX
Duration: 6 months
Overview:
The Trust Administrator will assist with various aspects of Global Capital Markets trust or entity administration for high-net-worth private and institutional clients. This role will involve serving as the primary point of contact for clients regarding routine daily administration, processing transactions, and ensuring effective client servicing.
Primary Responsibilities:
Support the Relationship Manager in overseeing client relationships, making recommendations for routine internal business activities.
Assist account representatives in revenue-generating activities by preparing necessary documentation for meetings.
Manage the daily implementation of client strategies as needed.
Foster and maintain strong client relationships, addressing inquiries and facilitating requests.
Process transactions including cash disbursements, trades, account balances, and new account setups.
Resolve client issues in a timely manner, managing relationships with internal and external service partners.
Stay current on industry news and demonstrate applicable knowledge to clients.
Ensure compliance with corporate policies and internal controls to minimize risks.
Provide support to team members as needed and promote a diverse work environment.
Scope of Responsibilities:
This position works under supervision and may provide support to less experienced personnel.
Supervisory/Managerial Responsibilities:
None
Education and Experience Required:
Combined minimum of 3 years of higher education and/or relevant work experience.
Strong focus on customer service and satisfaction.
Excellent verbal and written communication skills.
Education and Experience Preferred:
Bachelor’s degree in Finance, Business, Economics, or Accounting.
Working towards CCTS (Certified Corporate Trust Specialist) certification.
Proficient in relevant software applications, with the ability to learn new systems quickly.
Experience in a team environment and demonstrated interpersonal skills.
Proven analytical skills and ability to build strong working relationships.
Excellent verbal and written English communication skills and the ability to interact professionally with a diverse group are required.
CTG does not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services for this role.
To Apply:
To be considered, please apply directly to this requisition using the link provided. For additional information, please contact Laura Dominguez at Laura.Dominguez @ctg.com . Kindly forward this to any other interested parties. Thank you!
About CTG
CTG, a Cegeka company, is at the forefront of digital transformation, providing IT and business solutions that accelerate project momentum and deliver desired value. Over nearly 60 years, we have earned a reputation as a faster and more reliable, results-driven partner. Our vision is to be an indispensable partner to our clients and the preferred career destination for digital and technology experts. CTG leverages the expertise of over 9,000 team members in 19 countries to provide innovative solutions. Together, we operate across the Americas, Europe, and India, working in close cooperation with over 3,000 clients in many of todays highest-growth industries. For more information, visit www.ctg.com .
Our culture is a direct result of the people who work at CTG, the values we hold, and the actions we take. In other words, our people define our culture. Its a living, breathing thing that is renewed every day through the ways we engage with each other, our clients, and our communities. Part of our mission is to cultivate a workplace that attracts and develops the best people, reflected by our recognition as a Great Place to Work Certified™ company across many of our global operations.
CTG will consider for employment all qualified applicants including those with criminal histories in a manner consistent with the requirements of all applicable local, state, and federal laws.
CTG is an Equal Opportunity and Affirmative Action Employer. CTG will assure equal opportunity and consideration to all applicants and employees in recruitment, selection, placement, training, benefits, compensation, promotion, transfer, and release of individuals without regard to race, creed, religion, color, national origin, sex, sexual orientation, gender identity and gender expression, age, disability, marital or veteran status, citizenship status, or any other discriminatory factors as required by law. Our Affirmative Action program serves to promote occupational equality and diversity through good faith efforts. CTG is fully committed to promoting employment opportunities for members of protected classes.