Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)
Schedule: Full time (Monday - Friday)
Work Location: Secured Alliance Headquarters, Phoenix, Arizona
Position overview: Secured Alliance is a nonprofit organization committed to providing professional trust administration services benefiting people with special needs, minors, and their families across the nation. We are seeking compassionate professional individual to join our Trust Administration Team in overseeing financial accounts and communicating with trust beneficiaries. Trust information must be communicated accurately and efficiently.
Our ideal candidate is focused, detail oriented, and courteous. Trust Administrators take incoming calls from trust beneficiaries and their representatives. Trust information must be communicated accurately and efficiently. Patience and empathy are key as trust administrators work with vulnerable populations. We are looking for confident problem solvers and positive team members.
Responsibilities Include:
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Preferred Experience:
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Other requirements: Ability to pass fingerprint and background check after offer of employment
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