AVP, Trust Operations

VP, Trust Operations
Wealth Management / RIA Firm
In-office role: Houston, TX
Compensation: $70K 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.

The company seeks an Assistant Vice President to join its 11-person Trust Operations and Middle Office team. The AVP 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 Operations

• Utilize the GWES trust accounting ...

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