Senior Trust Officer: Private Trusts & Leadership

Zia Trust, Inc.; Phoenix (AZ); In loco; USD 95.000 - 180.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health benefits

Vision coverage

Dental coverage

401K with match

Education & training

Collaborative team

Descrizione del lavoro

Zia Trust, Inc. seeks a Trust Officer or Senior Trust Officer to join its Phoenix office, supported by an Ops team and Trust Associates. The role focuses on administering and managing a diverse set of personal and family trusts to preserve wealth and foster client relationships.

The ideal candidate brings fiduciary expertise, strong ethics, and the ability to lead with integrity while partnering with industry professionals. In-office, full-time position with growth potential.

Competenze

• Understanding fiduciary principles and trust administration practices.
• Ability to manage complex trusts and relationships with families and external partners.
• Strong ethics and commitment to doing the right thing.

Mansioni

• Determine duties and terms of governing trust documents.
• Monitor account activity for compliance with policies and laws.
• Collaborate with Operations and Trust Associates on trust administration.
• Arrange for appraisal and protection of trust assets.
• Interact with clients, beneficiaries, portfolio managers, attorneys, and CPAs.

Conoscenze

Fiduciary principles

Trust administration

Client relations

Ethical integrity

Partnership building

Formazione

Juris Doctor (JD) or equivalent trust certification (CFTA)

Descrizione del lavoro

Zia Trust, Inc. seeks a Trust Officer or Senior Trust Officer to join its Phoenix office, supported by an Ops team and Trust Associates. The role focuses on administering and managing a diverse set of personal and family trusts to preserve wealth and foster client relationships.

The ideal candidate brings fiduciary expertise, strong ethics, and the ability to lead with integrity while partnering with industry professionals. In-office, full-time position with growth potential.