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Trust Associate - Personal
Gulf Coast Bank & Trust
Posted 02/23/26
1825 Veterans Blvd, Metairie, LA 70005
Job Description
Summary
The Trust Associate is an integral part of the Trust & Wealth Management team whose responsibilities may be based on either Personal Trust or Institutional Trust tasks. A Trust Associate may be tasked with a variety of functions that include and are not limited to providing high-quality assistance to Trust Officers and clients by assisting with the day-to-day administrative and clerical functions of the department. Additionally, Trust Associates will participate in the administration of complex trusts and estates, acting as a corporate fiduciary for high-net-worth individuals and families. As a Trust Associate a strong understanding and background in legal or tax will be beneficial in managing fiduciary duties and administration of personal and institutional trust accounts.
Location: This position will primarily be an in-office and in-person position within the company’s footprint with a preference for locations in the Greater New Orleans/Metairie, Louisiana locations.
Responsibilities
- Provide general support including photocopying, scanning, faxing and daily e-filing.
- Prepare opening and closing documentations for new and closed accounts.
- Collect data necessary for account opening and review for accuracy.
- Responsible for annual administrative and investment account reviews.
- Analyze Wills and trust documents to identify legal, tax, administrative, and investment issues.
- Establish e-files for new accounts.
- Process distributions to beneficiaries and payments for trust-related expenses and bills (Personal Trust).
- Assist the VA Administrator, as needed, on day-to-day tasks related to account administrative functions (Institutional Trust).
- Actively pursue and assist in new business development opportunities.
- Maintain and build strong client relationships by attending client meetings as required.
- Assist in gathering data for fiduciary, individuals and estate tax returns.
- Process outgoing and incoming mail, including postage and sorting.
- Assist with preparing client and prospect marketing material.
- Maintain an ongoing relationship with clients via written and oral communication.
- Perform other related duties as assigned.
About Gulf Coast Bank & Trust
Jefferson ParishCompany ProfileGulf Coast Bank & Trust Company offers several personal & business banking services, including checking and savings accounts with online and mobile banking options as well as personal loans, home loans, business loans, and trust and brokerage services.
Our mission is to strengthen our relationship with our customers by combining the values of old fashioned community banking that focus on individualized customer service with innovative, competitive banking products and trust and brokerage services. Simply put, we are The Bank That Cares About You!
We are looking for energetic employees who share our passion for serving our customers and our communities in Baton Rouge, New Orleans, and surrounding Southeast Louisiana areas.
Website
gulfbank.com/Social Media
