Trust Specialist
Posted: 08/11/2026
Employment Type:
Contract
Industry: Financial Services
Job Number: 18037
Field of Expertise: Accounting & Finance
Remote Friendly: Hybrid Work Schedule
Job Description
Our client, a large financial services company, is seeking an experienced financial services professional for a Trust Specialist 12 month contract role in Frisco, TX or Charlotte, NC. This role is Hybrid with 3 days in the office per week. The role may have potential to extend or convert to a full-time team member for strong performers.
Job Description
The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners 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 typically provided by email, updates to Salesforce, and follow up to internal business partners.
Key Responsibilities and Duties
Pay Rate $24.51 - $26.51
Job Description
The Trust Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners 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 typically provided by email, updates to Salesforce, and follow up to internal business partners.
Key Responsibilities and Duties
- Manages the set-up, implementation, and administration of trusts and estates.
- Monitors transactions, cash flows, and account activity.
- Reviews portfolios to ensure that they are in compliance with laws and regulations.
- Creates reports for clients regarding banking market conditions, trust products sales results, and earnings.
- University (Degree) Preferred - Finance, Business or related
- 1-2 Years Required in Financial Services, Wealth Management or similar field
- Knowledge of what an IRA (Investment Retirement Account) is
- Experience with Salesforce or a CRM is a plus
- Excellent communication skills - verbal and written
Pay Rate $24.51 - $26.51
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!