Trust Administrator Specialist - Boise

Zions Bancorporation; Boise (ID); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Life and Disability Insurance

Parental Leave & Adoption Assistance

Health Savings & Flexible Spending

Mental health benefits

401(k) with company match

Paid time off

Tuition reimbursement

Employee Ambassador program

Promotional opportunities

Job summary

Zions Bancorporation in Boise, Idaho is seeking a Trust Administrator Specialist to join the Corporate Trust group. You will support Trust Administrators and interact with clients to ensure accurate, timely processing of trust operations and daily cash tasks, while maintaining compliance and building client relationships.

The role emphasizes attention to detail, organization, and communication skills in a fully in-office setting.

Qualifications

• Requires a High School diploma or equivalent and 4+ years of financial services, trust operations or related experience.
• Working knowledge of departmental functions, trust accounts and financial services.
• Must be able to work well under pressure, meet deadlines and be detail oriented.
• Ability to work with a variety of clients and internal departments.
• Excellent organizational and communication skills, both verbal and written.
• Proficient in MS Office programs, especially Excel; advanced Excel skills preferred.

Responsibilities

• Perform trust-related tasks including daily cash processing, trades, audit requests, calculations, internal reports, and audit confirmations accurately and timely.
• Build and maintain professional relationships with internal and external clients for exceptional service.
• Manage multiple deliverables with effective time management and multi-tasking.
• Identify issues, leverage resources, and troubleshoot to resolve problems.
• Independently research and interpret governing documents to resolve issues with guidance as needed.
• Assist with opening/closing accounts, monitoring compliance and related duties.

Skills

Trust operations

Customer service

Time management

Issue resolution

Document interpretation

Account management

Education

High School diploma or equivalent

College degree preferred

Tools

MS Office

Excel

Job description

Did you know Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $70 billion? We have local operations and management teams in 11 western states and we are dedicated to making a difference in our local communities and we haven’t forgotten who keeps us in business, meaning we’re committed to the success of our customers, and our employees! The possibilities are endless – come for a job, stay for a career!

We are currently looking for aTrust Administrator Specialistto join our Corporate Trust group in Boise, Idaho. In this role, you will work with an experienced team dedicated to providing excellent service to their clients and business partners. As part of the Idaho Corporate Trust team you will provide support to Trust Administrators and have the opportunity to learn about the unique and challenging corporate trust industry. You will also have opportunities for career advancement.

The ideal candidate will have the skills and experience necessary to:

• Complete all trust related tasks including, but not limited to, daily cash processing, trades, audit requests, prepare calculations, internal reports, and audit confirmationsaccurately and in a timely manner.
• Build and maintain a professional relationship with all internal and external clients to provide exceptional, and prompt customer support.
• Manage multiple deliverables demonstrating effective time management and multi-tasking skills.
• Identify issues and leverage resources, attempt to trouble shoot and resolve issues.
• Independently research and interpret governing documents to help resolve issues, with guidance as needed.
• Assist with opening and closing accounts, monitoring compliance and other related duties as assigned.

Qualifications:

• Requires a High School diploma or equivalent and 4+ years of financial services, trust operations or other directly related experience. A combination of education and experience may meet job requirements. College degree preferred.
• Working knowledge of departmental functions, trust accounts and financial services.
• Must be able to work well under pressure, meet deadlines and be very detail oriented.
• Ability to work with a variety of clients and internal departments.
• Requires excellent organizational and communication skills, both verbal and written.
• Proficient in MS Office programs, especially Excel. Advanced Excel skills preferred.

Location:

This position is fully in office (5 days a week) in downtown Boise.

• Medical, Dental, and Vision Insurance– START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Mental health benefits including coaching and therapy sessions
• 401(k) plan + generous company matching
• Competitive compensation commensurate with work experience
• Paid Time Off (Vacation, 11 Federal Holidays and any applicable state holidays)
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products
• Promotional opportunities offered from within

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at [e-mail] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.