AVP/VP, Trust Operations

Houston

**AVP/VP, Trust Operations (Title DOE)** **Wealth Management / RIA Firm** **In-office role: Houston, TX** **Compensation: $80K to $100K DOE plus bonus plus long term incentives** Our client is a large, privately owned trust company with long roots in Texas and a history of sound fiduciary asset management for high-net-worth individuals and multi-generational families. Collaborative culture with a genuine passion for what they do and a strong commitment to delivering an exceptional client experience .The company seeks an Assistant Vice President or Vice President to join its 11-person Trust Operations and Middle Office team. The AVP/VP is a key member of the team and assists with daily cash processing and settlement. Trust Operations is responsible for updating and approving changes to the company's trust accounting system, Global WealthES (GWES), based on authorized requests from the Trust Administration and Investments teams. Candidates should have a background in accounting, balancing, and reconciliation **. Primary Responsibilities of the AVP, Trust Operatio** ns• Utilize the GWES trust accounting system to deliver quality services to clien ts• Process cash transactions in the syst em• Open and fund new accoun ts• Close terminating accoun ts• Print and mail checks dai ly• Prepare daily net settlement reports of receipts and disbursements and submit settlement according ly• Set up new clients for online access to the client port al• Scan daily batch work for the Trust Operations te am• Monitor and disburse incoming fax es• Assist in maintaining trust operations policies and procedur es• Prepare vault files for assets held in the company vau lt• Reconcile vault inventory with system holdings da ta• Assist with special projects as assign **ed Key Accountabilities of the AVP, Trust Operati** ons• Understand and comply with the company's policies and procedu res• Understand and comply with the Bank Secrecy Act and Know Your Customer (KYC) procedu res• Develop and maintain an understanding of fiduciary tax laws and the Texas Trust C ode• Follow up with internal teams and other constituents to ensure the outcome of tasks is as inten ded• Collaborate across teams to support the highest level of service to clie nts• Maintain discretion and confidentiality of financial and personal information, both internally and externa **lly Qualifications of the AVP/VP, Trust Operat** ions• Bachelor's Degree in finance or accounting and/or equivalent experience in a related f ield• 2 to 10 years of trust operations experi ence• Experience with a trust accounting system and a willingness to acquire working knowledge of the GWES trust accounting system and other technology platforms; experience working with GWES is a big plus• Proficiency in Microsoft Office products (Word, Excel, Outlook, e tc.)• Highly professional with a strong orientation toward client ser vice• Strong written and verbal communication sk ills• Ability to implement creative solutions to unique or challenging problems ; "Outside the Box" Thi nker• Team player with a positive atti tude• Strong independent judgment, problem-solving, and decision-making abili ties• Demonstrated organizational skills with the ability to multitask and priori tize• Self-starter with strong initia **tive What Our Client O** ffers• Competitive compensation with discretionary annual bonus based on perfor mance• Long-term incentive program including employee tracking stock grants that vest over five years and provide dividend participation during the vesting p eriod• Comprehensive benefits including medical, dental, and vision insurance, with the company covering a significant portion of employee cov erage• 401(k) plan with company contribution based on total cash compensation after one year of se rvice• Generous vacation policy based on title and tenure, beginning at approximately three weeks for an AVP, plus sick leave• Long-term disability and life insurance coverage with company contribu tions• Free parking at the office location and access to the building fitness center with optional training amazing sessions during the work week• And last but certainty not least...Opportunity to work within an amazing team and join a highly respected organization known for its long-tenured team, collaborative culture, and commitment to professional develo pment