Trust Associate - Detail-Driven Client & Fiduciary Admin

Zia Trust, Inc.; Albuquerque, Santa Fe (NM, NM); On-site; USD 52,000 - 76,000; Full time

Job summary

Zia Trust, Inc. is seeking a detail-oriented Trust Associate to support Trust Officers in administering trust, estate, agency, and related fiduciary accounts. The role requires discretion, organization, and the ability to work with confidential information while meeting deadlines.

Ideal candidates will communicate professionally with clients and advisors, maintain accurate records, and manage multiple priorities with minimal supervision. Strong MS Office and CRM familiarity is preferred.

Qualifications

• Detail-oriented with accuracy, consistency, and completeness.
• Ability to learn quickly and move work forward with minimal direction.
• Strong written communication for professional client correspondence.
• Discretion and professionalism with confidential information.
• Excellent organization and prioritization under deadlines.
• Willingness to learn CRM, document management, and trust accounting systems.

Responsibilities

• Support Trust Officers in day-to-day trust administration, including account maintenance, documentation, distributions, payments, and follow-up.
• Prepare, review, proofread, and organize client correspondence, forms, reports, and account-related documents.
• Maintain accurate client records, internal notes, tickler items, CRM entries, and trust-account information.
• Coordinate account activity with proper documentation, approvals, and adherence to internal policies and procedures.
• Communicate professionally with clients, beneficiaries, attorneys, CPAs, financial advisors, portfolio managers, and internal team members.
• Track deadlines, identify issues, and follow through until matters are resolved.
• Enter and review data carefully, including names, dates, account numbers, dollar amounts, instructions, and supporting details.
• Prioritize daily work using sound judgment and prioritize appropriately when needed.

Skills

Attention to detail

Written communication

Organization

Prioritization

Independent problem solving

Discretion

Client service mindset

Education

Associate’s or Bachelor’s degree preferred

Tools

Microsoft Office

CRM software

Document management systems

Trust accounting software

Job description

Zia Trust, Inc. is seeking a detail-oriented Trust Associate to support Trust Officers in administering trust, estate, agency, and related fiduciary accounts. The role requires discretion, organization, and the ability to work with confidential information while meeting deadlines.

Ideal candidates will communicate professionally with clients and advisors, maintain accurate records, and manage multiple priorities with minimal supervision. Strong MS Office and CRM familiarity is preferred.