Sr Trust Officer (AZ)

Vaco; Tempe (AZ); Hybrid; USD 126,000 - 154,000; Full time

Job summary

Vaco by Highspring is seeking a Senior Trust Officer to join its growing team in Tempe, AZ. The role manages client accounts, serves trust beneficiaries, and collaborates with referring Financial Advisors, offering a permanent position with a hybrid work schedule and a salary up to $140k plus bonus.

You will set priorities, shape procedures, evaluate opportunities, and oversee account administration life cycle, from setup to tax activities, while maintaining strong relationships and ensuring

Qualifications

• Excellent communication and multi-tasking skills.
• Strong attention to detail.
• Ability to work independently as well as across multiple organizations.

Responsibilities

• Set team priorities and operational objectives while distributing workloads and responsibilities to ensure efficient execution.
• Help shape and implement policies and procedures that influence day-to-day client operations and broader departmental initiatives.
• Address complex operational matters by evaluating data, identifying solutions, and applying a strong understanding of company objectives and business needs.
• Evaluate prospective business opportunities by conducting initial due diligence, partnering with Financial Advisors and Business Development, and reviewing documentation to determine overall suitability.
• Drive strategic initiatives by determining effective processes, approaches, and performance measures to achieve business results.
• Manage financial and operational planning by establishing budgets, timelines, priorities, and performance expectations.
• Build consensus and influence stakeholders during sensitive or complex situations while maintaining positive and productive relationships.
• Oversee full lifecycle of account administration: setup, closures, investment monitoring, fee management, annual reviews, encroachment requests, and tax activities.

Skills

Communication

Attention to detail

Independence

Job description

Senior Trust Officer to their growing team. The Senior Trust Office will manage client accounts and provide exceptional service to trust beneficiaries and referring Financial Advisors while advancing organizational objectives. This is a permanent position, offering a hybrid work schedule, paying up to $140k per year plus bonus and interviewing immediately.

Responsibilities/Essential Functions:

• Set team priorities and operational objectives while distributing workloads and responsibilities to ensure efficient execution.
• Help shape and implement policies and procedures that influence day-to-day client operations and broader departmental initiatives.
• Address complex operational matters by evaluating data, identifying solutions, and applying a strong understanding of company objectives and business needs.
• Evaluate prospective business opportunities by conducting initial due diligence, partnering with Financial Advisors and Business Development, and reviewing documentation to determine overall suitability.
• Drive strategic initiatives by determining effective processes, approaches, and performance measures to achieve business results.
• Manage financial and operational planning by establishing budgets, timelines, priorities, and performance expectations.
• Build consensus and influence stakeholders during sensitive or complex situations while maintaining positive and productive relationships.
• Oversee the full lifecycle of account administration, including new account setup, account closures, investment objective monitoring, fee management and collection, annual account reviews, encroachment requests, and tax-related activities.

Our preferred qualifications:

• Excellent communication and multi-tasking skills.
• Strong attention to detail.
• Ability to work independently as well as across multiple organizations.

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail].

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

For residents of Ontario, Canada: Based on Highspring's discussions with its Client, Highspring's understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly).

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.