Trust Administrator Specialist - Albuquerque - The Talent Store

The Talent Store Albuquerque

6 days ago

Description

About Zia Trust, Inc.

Zia Trust, Inc. is a premier trust administration and management firm in the Mountain West, committed to providing exceptional fiduciary services to clients.

Salary and Benefits

The successful candidate will receive a competitive salary of $87,500 - $102,500 per annum, depending on experience and qualifications.

In addition to a comprehensive benefits package, including 97% employer-paid health premiums, 100% employer-paid vision, and 75% employer-paid dental coverage premiums, the company offers a simple 401K with an employer match of up to 3%, as well as opportunities for investment in continued education and training.

Job Description

The Trust Officer position involves managing and administering various trusts, including Revocable and Irrevocable, Testamentary, Charitable, Directed, Special Needs, Court Settlement, Closely Held Businesses, Cemetery, and more.

Key responsibilities include determining responsibilities, duties, and terms of the governing trust document and administering the trust accordingly, initiating and monitoring account activity ensuring compliance with established policies, procedures, and applicable laws, rules and regulations, and interacting professionally and with a high degree of follow-up with clients, beneficiaries, portfolio managers, attorneys, CPAs and other trust professionals regarding accounts.

Requirements and Qualifications

To be successful in this role, candidates must have a working knowledge of fiduciary principles and trust administration practices, proven experience understanding the requirements of trusts, leveraging strategic partnerships, managing family questions and dynamics as well as external vendors and partners, and being guided by their ethics and values.

Candidates must also have completed the CFTA exam successfully, or be able to soon, and possess a high level of integrity, drive to fulfill fiduciary needs and requirements, and ability to work autonomously and collaboratively with internal and external partners.

Benefits and Perks

This is an excellent opportunity for individuals seeking a challenging and rewarding career in trust administration, with a company that values its employees and provides a collaborative and inclusive work environment.

Additionally, the company offers regular social events and activities, including happy hours, team building events, and volunteer opportunities, making it an attractive choice for those seeking a work-life balance.

We are The Talent Store

We connect talented professionals with leading companies, offering a range of roles across various industries and locations.

We pride ourselves on delivering exceptional service, with a focus on quality and results.

If you're interested in learning more about this role or would like to discuss how we can support your career aspirations, please get in touch.

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