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Corporate Trust Specialist
Zions Bancorporation
Salt Lake City, UT, United States
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Description
You have the drive, ambition and skills and we want to give you the opportunity. Zions Bancorporation is full of people just like you who share the same values and work ethic. Our diverse workforce offers endless opportunities to expand your skills and gain valuable experience that will help you advance your career. Let’s talk about how we can help one another succeed.
Zions Bancorp Corporate Trust has just opened an opportunity for a Trust Specialist in our corporate offices located in downtown Salt Lake City. Corporate Trust serves as trustee, paying agent, escrow agent and custodian for our clients, whom include municipalities, state agencies, other governmental agencies and business entities.
What your day will look like:
The Trust Specialist provides a variety of administrative services to trust account relationships. You’ll assist a team of administrators in assembling and analyzing information, monitoring and processing cash-flow, coordinating and executing all transactional activity, including investment trades. In addition, you’ll assist clients with questions and resolve client problems. You’ll serve as administrative liaison with clients and others within and outside the company regarding administrative issues related to trust operations. You’ll prepare calculations, internal reports and audit confirmations. You’re responsible for opening and closing accounts, monitoring account compliance and retention of account related documents.
Trust Specialist provides a variety of administrative services to trust account relationships:
• Assists a team of administrators in assembling and analyzing information, monitoring and processing cash-flow, coordinating and executing all transactional activity, including investment trades.
• Assists clients with questions and resolving client problems.
• Serves as administrative liaison with clients and others within and outside the company regarding administrative issues related to trust operations.
• Prepares calculations, internal reports and audit confirmations.
• Responsible for opening and closing accounts, monitoring account compliance and retention of account related documents.
• Creation, dissemination, and follow up of invoices; and collection of payments related to trust accounts.
• Manage and track time sensitive reminders and tasks for compliance.
• Other duties as assigned.
Qualifications
What you need to bring to the table:
• High School diploma or equivalent and 4+ years of financial services, trust operations or other directly related experience.
• 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 with a high level of professionalism.
• Customer service provided through clear communication skills, approachability, and working knowledge of problem resolution.
◦ Outstanding communication skills, telephone, written and interpersonal skills required to work effectively with a wide variety of people.
• Excellent organizational and communication skills, both verbal and written.
• Detail oriented, able to audit work to avoid mistakes, and perform tasks accurately.
• Excellent organizational skills including self-management of work schedule, ability to multi task in a fast-paced environment.
• Ability to think and act quickly in a high volume and pressure environment.
• Ability to think quickly and provide effective solutions to problems.
• Ability to recommend and implement desk procedures, updated/more efficient processes, special projects.
What’s in it for you?
• A great career track, with unlimited growth opportunities in the future.
• Competitive base salary.
• Working for one of the most successful community focused banks in the U. S.
• Generous employee benefits, including immediate vesting of 401K match and tuition reimbursement.