Hybrid Senior Trust Operations & Client Services Leader

Vaco Recruiter Services; Tempe (AZ); Hybrid; USD 84,000 - 140,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Vaco Recruiter Services in Tempe is seeking a Senior Trust Officer to manage client accounts and deliver exceptional service to trust beneficiaries and referring Financial Advisors while advancing organizational objectives. This is a permanent position with a hybrid work schedule and compensation up to $140k annually plus bonus, with immediate interview opportunities as the team grows.

The ideal candidate will coordinate account administration across lifecycle, balance risk with client needs,

Qualifications

• Excellent communication and multitasking abilities required.
• Strong attention to detail and accuracy in processing.
• Ability to work independently and across collaborative teams.

Responsibilities

• Set team priorities and operational objectives, distributing workloads effectively.
• Help shape policies and procedures for day-to-day client operations.
• Address complex operational matters by evaluating data and aligning with company needs.
• Evaluate prospective opportunities by due diligence with Advisors and Business Development.
• Drive strategic initiatives by defining processes and performance measures.
• Manage financial and operational planning with budgets, timelines, and priorities.
• Build consensus and maintain positive relationships in sensitive situations.
• Oversee full lifecycle of account administration, including setup, closures, and reviews.

Skills

Communication skills

Multi-tasking

Attention to detail

Independent work

Job description

Vaco Recruiter Services in Tempe is seeking a Senior Trust Officer to manage client accounts and deliver exceptional service to trust beneficiaries and referring Financial Advisors while advancing organizational objectives. This is a permanent position with a hybrid work schedule and compensation up to $140k annually plus bonus, with immediate interview opportunities as the team grows.

The ideal candidate will coordinate account administration across lifecycle, balance risk with client needs,