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Trust Specialist

Frisco, TX 75034

Posted: 07/10/2026 Employment Type: Contract Industry: Financial Services Job Number: 17995 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 or Charlotte, NC. This role is hybrid, 3 days in office and 2 remote. For a strong performer the role may have the opportunity to convert to a full time team member. 

The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners/Advisors in Wealth with specialized concierge for daily email requests and inbound client calls; processing trust account onboarding, money movement, account maintenance and servicing, and recordkeeping within defined SLA's. Service is provided by phone without in-person client contact or direct client alignment.

Key Responsibilities and Duties
  • Manages the set-up, implementation, and administration of trusts and estates.
  • Monitors transactions, cash flows, and account activity.
  • Counsels’ clients and beneficiaries on financial matters related to beneficiary settlement and inheriting assets.
  • Reviews portfolios to ensure that they are in compliance with laws and regulations.
  • Creates and distributes reports for clients regarding banking market conditions, trust products sales results, and earnings.
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 3+ Years Required; 5+ Years Preferred 
  • Financial Services - Trust Administration, Brokerage operations, Retirement Services 
  • Knowledge of the retirement plan rollover process 
  • Salesforce experience strongly preferred 
  • MS Office - Outlook 
  • Strong written and verbal communication skills 
  • Excellent customer support and care 

Pay Rate- $33.29 - $35.29 per 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.

Corps Team is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

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About Frisco, TX

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!