![]() Perform additional special projects, as needed (for example, review trusts for compliance with investment policies review trust accounting system information for accuracy and remediate as necessary, assist with new technology initiatives within the Trust Administration group).Review workflows submitted by client teams that pertain to trust accounts to ensure accuracy and proper trust administration.Assist in editing and/or drafting of policies and procedures.Support internal colleagues in the administration of trusts including training on appropriate trust administration techniques (overdraft management, discretionary distributions, compliance with trust policies, termination activities, management of special investments, etc.).Serve as dedicated fiduciary resource for specialized accounts and assets, such as Irrevocable Life Insurance Trusts.Oversee the trust termination process when trusts terminate, including drafting Receipt, Release & Refunding Agreements.Prepare Initial Trust Reviews for newly opened trust accounts to assist internal colleagues and ensure accurate administration from inception.Issue spot newly accepted trusts to provide proper account setup guidance to internal colleagues.Review sophisticated inter-vivos and testamentary trust instruments for high-net worth clients and prepare accurate abstract / synopsis of relevant provisions. ![]() Participate in the review of distribution request memos for content and appropriate supporting documentation, review of Special Investment Requests, review of Power-to-Adjust Requests, etc., including coaching of internal client team members on appropriate submission content.Support internal colleagues in all aspects of the administration of trust accounts where the firm serves as trustee.Compensation is competitive with an attractive benefit package. A premier financial services firm located in Houston, Texas seeks a FIDUCIARY OFFICER to join its collaborative and team-oriented environment.
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