Jefferson Bank Trust Administrative Assistant in San Antonio, Texas

Our Mission Statement: Earning long term relationships every day through integrity, responsiveness, and commitment. This is personal to us.

Through the years, Jefferson Bank has created an elite team of highly skilled, family oriented and civic-minded individuals who contribute to the bank's continuing success. Therefore, it is vital that we continue to attract, retain, train, and motivate the very best employees to serve our clients. Jefferson Bank seeks service-minded candidates with innovative ideas to join our financial services family.

Work Schedule: Monday – Friday: 8:00am – 5:00pm

A Trust Administrative Assistant for Jefferson Bankwill perform daily administrative and office support activities for the Trust Department and Trust Officers.

As a Trust Administrative Assistant you will contribute to the overall success of the Trust Department by:

  • Preparing the monthly Trust Committee notebook; to include in part, distribution of account review list to Trust Officers, creation of agenda, assembling account (Administrative, Investment and Asset) reviews, minutes from sub-Committee meetings, department financials, outstanding CIP, and BSA documentation
  • Preparing and digitizing weekly Trust Administrative Committee minutes
  • Creating and distributing weekly and monthly Trust meeting email notices
  • Answering all telephone calls, handling all overnight shipping and courier needs
  • Ordering all office supplies
  • Assisting Trust Officers with the preparation of discretionary distributions, payment of client expenses, correspondence, and routine customer inquiries
  • Preparing expense reports for Trust Officers as needed

In return we offer you a chance to join a family oriented seasoned employer where teamwork comes together to exceed our customer expectations. If you meet our minimum qualifications and are looking to take your career to the next level we invite you to apply and learn more.

We offer outstanding employee benefits such as medical, dental, vision, tuition reimbursement, paid vacation, sick leave, defined benefit retirement plan, 401(k) plan, and opportunities for internal advancement! View additional benefit information at: (



  • 1-2 years experience in administrative support role
  • Commissioned Texas Notary or ability to obtain within 60-days of employment
  • Excellent oral and written skills
  • Must have excellent computer skills
  • Must be highly organized and able to prioritize and complete multiple tasks


  • Commissioned Texas Notary


  • Some college required


  • Personal computer with proficiency using Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
  • Must be able to use telephone, 10 key adding machine/calculator, copier, scanner and fax machine

Competency Requirements

  • Proven organizational skills with ability to shift priorities and follow assigned tasks through completion
  • Ability to work independently with minimal supervision
  • Must have high attention to detail with ability to focus on assigned tasks
  • Must be accustomed to a fast-paced office environment

Physical Requirements

  • Must be able to lift, push and pull files up to 15 pounds for storage
  • Must be able to bend, stoop, and be mobile within office environment
  • Must be able to sit for most of the day in front of a computer
  • Must be able to speak and hear customers
  • Must be able to see computer screen to read and type on the keyboard
  • Must be able to be mobile in an office environment
  • Must be able to bend and stoop to floor level filing cabinet drawers

Jefferson Bank is an Equal Employment Opportunity Employer and Affirmative Action Employer - M/F/Disability/Protected Veteran Status

Click this link to view the "EEO is the Law" Poster: (link is external)

Note: This job description has been designed to indicate general nature of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this job.

Location: Northeast Banking Center (78217)

Requisition #: 745

# of Openings: 1