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