Wealth Management and Trust Assistant - Downtown Galveston

Client Service, Account Administration and Administrative Support

Moody National Bank provides excellent employment opportunities for individuals seeking to team up with a solid leader of financial services for the communities we serve. If you have an interest in joining a stable, competitively advantaged banking team you should consider Moody National Bank.

Wealth Management and Trust Assistant– Job # 30-26

All correspondence must refer to a specific job number.

Job Summary
This position is responsible for providing essential administrative support within the Wealth Management & Trust department to Wealth Advisors, Director of Wealth Management and Trust, and Investment Management. The position will focus on client services, fiduciary administration, and operational efficiency.

Duties and Responsibilities:

Key Responsibilities:

Client Service, Account Administration and Administrative Support

• Serve as the primary point of contact for client communications, ensuring timely and accurate responses.
• Prepare performance reports for client meetings and monthly reporting cycles.
• Draft client correspondence and materials for review and signature.
• Respond to inquiries regarding account balances and activity; refer tax, investment, or legal questions to appropriate specialists.
• Greet clients and visitors; handle incoming calls and messages.

Fiduciary and Compliance Support

• Initiate and process cash distributions, including preparation of Discretionary Distribution Requests for committee approval.
• Monitor discretionary distributions annually and provide reporting for court accounting.
• Access SEI Trust Accounting System to generate reports for accounts and departmental needs.
• Assist with research and problem resolution related to trust accounts.
• Provide backup support for annual tax protocols and related transactions.

Annual Tax Protocol

• Assist with coordination of annual tax reporting processes as needed.
• Support distribution of tax documents (1099s, K-1s) and maintain tracking systems.

Education and Experience:

• Associate degree, bachelor’s degree preferred from an accredited college and/or University preferably in business, finance, law, or accounting, (comparable work experience will be considered).
• 2-3 years of administrative assistant experience, with an emphasis on wealth management, trust services, customer service, or banking.

Skills and Abilities Required:

Professional communication skills (phone and email), and a genuine interest in serving clients. Accuracy in processing requests, attention to detail, the ability to multi-task and meet deadlines in a fast-paced environment. Strong organizational and problem-solving skills. High confidentiality regarding sensitive information.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Experience:

• Administrative Assistant on Wealth Management: 2 years (Required)
• Customer Service: 2 years (Required)

Ability to Relocate:

• Galveston, TX 77550: Relocate before starting work (Required)

Work Location: In person