Trust Specialist
Posted: 06/01/2026
Employment Type:
Contract
Industry: Financial Services
Job Number: 17933
Field of Expertise: Accounting & Finance
Remote Friendly: No
Job Description
Our client, a large financial services company, is seeking an experienced Trust Specialist for a 12+ month contract role in Frisco, TX. This role is fully onsite M-F.
The Trust Specialist works on a centralized team and provides essential administrative support to the Beneficiary Settlement team and its clients. This role is focused on the accurate and timely preparation, processing, and distribution of beneficiary settlement documentation, along with data entry and system maintenance, all within defined service level agreements.
Key Responsibilities
The Trust Specialist is responsible for preparing, printing, and mailing beneficiary settlement document packets to clients and beneficiaries in accordance with established procedures and timelines. This individual performs accurate and timely data entry to support the processing of beneficiary accounts, ensuring all records are properly documented and maintained across relevant systems.
The specialist performs routine system updates to reflect account activity, maintenance requests, and processing milestones, helping to ensure the team's records remain current and accurate. They provide day-to-day administrative support to the Beneficiary Settlement team as needed, assisting with tasks that help the team meet its service commitments and operational goals.
Pay Rate- $27.41-$29.41/ hour
The Trust Specialist works on a centralized team and provides essential administrative support to the Beneficiary Settlement team and its clients. This role is focused on the accurate and timely preparation, processing, and distribution of beneficiary settlement documentation, along with data entry and system maintenance, all within defined service level agreements.
Key Responsibilities
The Trust Specialist is responsible for preparing, printing, and mailing beneficiary settlement document packets to clients and beneficiaries in accordance with established procedures and timelines. This individual performs accurate and timely data entry to support the processing of beneficiary accounts, ensuring all records are properly documented and maintained across relevant systems.
The specialist performs routine system updates to reflect account activity, maintenance requests, and processing milestones, helping to ensure the team's records remain current and accurate. They provide day-to-day administrative support to the Beneficiary Settlement team as needed, assisting with tasks that help the team meet its service commitments and operational goals.
Pay Rate- $27.41-$29.41/ hour
Meet Your Recruiter
Caren Cohen
Recruiting Consultant
Caren joined Corps Team in 2021. Caren has over 20 years’ experience in advertising, public relations and customer care.
A graduate of the University of Georgia, Caren is a loyal Bulldogs fan and enjoys attending games with her husband Reece and two children. She is dedicated to finding the right person for the position and is thrilled when she finds the ‘perfect fit’ for her clients. She is excited to be connecting amazing candidates with amazing companies.
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Ready to embark on an exciting career journey in Frisco, Texas? Explore our job opportunities in this dynamic city nestled in the heart of the Lone Star State. Known for its vibrant community, top-rated schools, and proximity to iconic landmarks like the Dr Pepper Ballpark and The Star, home of the Dallas Cowboys headquarters, Frisco offers a blend of Texas charm and urban sophistication. Enjoy a thriving arts scene at the Frisco Discovery Center, catch a show at the Toyota Stadium or indulge in some Texan BBQ. Join us in Frisco – where career growth meets a rich cultural tapestry waiting to be explored!