Position Overview:
Our client, a well-established institution in the financial services industry, is seeking an enthusiastic and detail-oriented Trust and Operations Associate to join their team. This position is based in Scottsdale, AZ, and offers the opportunity to work in a fast-paced environment focusing on trust and operations, playing a vital role in exceeding client expectations and contributing to the organization's growth.
Key Responsibilities:
Support Trust Officers in managing and administering Estates, Trusts, and Agency accounts.
Prepare, open, monitor, and update accounts on the Trust account system.
Locate and allocate funds, securities, and other assets in trust accounts.
Process daily transactions including bills, ACH transfers, wire transfers, and deposits.
Ensure compliance with the provisions of governing documents, legal requirements, and established policies and procedures.
Handle incoming mail, maintenance changes, and asset setup and maintenance.
Perform other duties as assigned to support the team and client needs.
Working Conditions:
This full-time position requires a standard schedule of Monday through Friday, 8 AM to 5 PM, with the possibility of additional hours as needed. The role is primarily office-based, involving significant periods at a computer, and requires direct interaction with the public.
Compensation and Generous Benefits Package:
The role offers an hourly rate of $21.00 to $31.00, with eligibility for a discretionary annual bonus. The comprehensive benefits package includes 401(k) with ESOP, health, dental, vision, term life/AD&D, long-term disability, generous leave policies (vacation, personal, sick time), HSA, and tuition reimbursement.
Requirements:
One to three years of experience in Trust administration and/or operations.
A College or University degree or relevant proven work experience is required.
Knowledgeable in trust, finance, and related software applications.
Proficiency in Microsoft Office 365, with strong Excel skills for data entry, management, and analysis.
Excellent communication skills, capable of establishing priorities and meeting critical deadlines.
Commitment to Diversity:
Our client is committed to fostering a diverse and inclusive environment and is an Equal Opportunity Employer. All qualified candidates are encouraged to apply, regardless of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability.
To apply send resume to crystal.fryers@gogpac.com
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
