American National Bank of Texas

  • Trust Operations Clerk

    Posted Date 3 months ago(7/25/2018 5:47 PM)
    Job ID
    2018-2728
    Location
    US-TX-Rockwall
    Location Name
    ANBTX Wealth Management
  • Overview

    Guided by our values since 1875, American National Bank of Texas strives, through the power of relationships, to be the preferred bank of choice for individual and business customers in the communities that we serve.

    Building relationships with our customers, employees, and communities are at the core of everything we do. Join us as we provide our customers with solutions, not just products.  We believe in teamwork and empowering high performers who are committed to our mission while achieving personal and professional success. 

    Responsibilities

    The Trust Operations Clerk is responsible for a variety of clerical duties related to trust files and the trust department including reconciling internal control accounts, filing litigations, distributing proxies, and scanning documents. Other duties include:

    • Distributes proxies
    • Reconciles internal control accounts
    • Scans files to keep records and documentation for audits
    • Ensures documents are filled out completely
    • Performs data entry duties on all incoming and outgoing items
    • Prepares or obtains additional documentation as necessary

    Qualifications

    • High School diploma or GED
    • 1 year of relevant experience
    • Working knowledge of Fitek system preferred

    Skills:

    • Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to do simple math and carry out written instructions.
    • Work occasionally requires more than 40 hours per week to perform the essential functions of the position
    • Lifting in an office setting may be required up to 30lbs.

     

    Equal Opportunity Employer

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