Trust Associate – Wealth Management Services
Location: Scottsdale, AZ
Position Type: Full-Time | Onsite
Hourly Rate: $21.00 – $33.00/hour + Annual Bonus
Contact: Crystal Fryers | crystal.fryers@gogpac.com
We’re recruiting on behalf of a reputable and growing financial institution with a strong Wealth and Trust department. They are seeking a Trust Associate to join their Scottsdale-based team. This position offers hands-on experience in trust administration and client service, with opportunities to grow in a supportive environment.
Position Summary:
The Trust Associate will support the administration of trust, estate, and agency accounts. This includes account setup, data maintenance, asset transfers, and internal documentation. You’ll also play a key role in delivering excellent service to clients while collaborating with Trust Officers and operations staff.
Key Responsibilities:
Assist with day-to-day administration of trust and estate accounts
Open, update, and monitor trust accounts using internal systems
Coordinate movement of funds, securities, and assets
Prepare documents for internal committees, regulatory reviews, and audits
Provide prompt and professional service to clients
Interpret trust and estate documents and assist with compliance
Support trust operations and handle general administrative tasks as needed
Qualifications:
High school diploma or GED required; bachelor’s degree preferred
1–3 years of experience in trust administration, financial services, or legal support
Strong attention to detail and organizational skills
Excellent communication and interpersonal abilities
Proficiency with Microsoft Office 365 (especially Excel)
Ability to work independently, meet deadlines, and handle sensitive information
Occasional travel to nearby office locations may be required
Work Environment:
Standard hours are Monday through Friday, 8AM–5PM
Role is fully onsite in Scottsdale, AZ
Must be able to sit at a computer for extended periods and occasionally lift up to 25 lbs
Professional, quiet, and client-facing office environment
Compensation & Benefits:
$21.00 – $33.00 per hour, depending on experience
Eligibility for discretionary annual bonus
Full benefits package including health insurance, 401(k) match, paid time off, and holidays
Why This Role:
This is a great opportunity for someone looking to grow in the trust and wealth management space. You’ll gain exposure to complex financial accounts, learn directly from senior trust professionals, and be part of a values-driven organization that emphasizes client relationships and internal development.
How to Apply:
This position is being represented by Crystal Fryers, Executive Recruiter with gpac. If you’d like to learn more or have a confidential conversation, reach out directly:
Crystal Fryers
Executive Recruiter | gpac
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.
