Trust Administrator jobs in Peoria, AZ

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)

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Trust Administrator
  • Secured Alliance, Inc.
  • Phoenix, AZ FULL_TIME
  • Trust Administrator for Special Needs Trust

    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:

    • Manage a high volume of incoming calls and identify client needs along with providing accurate, complete information.
    • Ability to manage customer concerns, questions, and complaints with utmost professionalism.
    • Keep detailed records of client interactions.
    • Maintain knowledge of client relationships, current fiduciary information, and any other critical information necessary to successfully manage relationships and document regulatory reporting and monitoring
    • Ensure day-to-day fulfillment of client needs to enhance client satisfaction.
    • Follow company procedures and guidelines.

    Skills:

    • Excellent written and verbal communication skills.
    • Ability to problem solve.
    • Ability to manage time effectively.
    • Familiarity with needs-based government benefits a plus.
    • Experience working with vulnerable populations a plus.
    • Team player, part of team of professionals working together for the benefit of our clientele.

    Required Experience:

    • Bachelor's degree

    Preferred Experience:

    • Knowledge with public benefits (SSI, SSDI, Medicaid, HUD, etc.)
    • Working with vulnerable populations a plus.
    • Trust Administration, fiduciary experience 
    • Bilingual (Spanish)

    Compensation & Benefits:

    • $22-$24/hour, depending on experience.
    • 100% Employer-paid employee coverage for health, dental, vision, life, LTD and STD
    • 401k Retirement Plan with employer match
    • 14 Paid Holidays (New Year's Day, MLK Jr. Day, Presidents Day, Good Friday, Memorial Day, Juneteenth, Independence Day, Labor Day, Indeigenous Peoples' Day, Veterans Day, Thanksgiving Day, Day after Thanksgiving, Christmas Eve, Christmas Day)
    • 120 hours PTO accrual

    Other requirements:  Ability to pass fingerprint and background check after offer of employment

  • 2 Days Ago

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Salesforce Administrator
  • First International Bank & Trust
  • Phoenix, AZ FULL_TIME
  • First International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. Our Digital Solutions team is seeking a Salesfor...
  • 1 Day Ago

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Wealth Management Account Manager II - PCS
  • Bankers Trust
  • Phoenix, AZ FULL_TIME
  • Job Brief Responsible for daily client relationship support, providing oversight for daily account administration, acting as a liaison with Private Client Services support services team and clients. T...
  • 1 Day Ago

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Community Lending Market Manager
  • Bankers Trust
  • Phoenix, AZ FULL_TIME
  • Job Brief The Community Lending Market Manager for Phoenix will be responsible for implementing the strategic vision for Bankers Trust's Community Lending initiatives in our Arizona Market. There are ...
  • 14 Days Ago

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Trust & Safety Investigator
  • Turo
  • Phoenix, AZ FULL_TIME
  • Turo is the world’s largest car sharing marketplace where you can book the perfect car for wherever you’re going from a vibrant community of trusted hosts across the US, UK, Canada, Australia, and Fra...
  • 8 Days Ago

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Portfolio Manager- Mission Management and Trust
  • Notre Dame Federal Credit Union
  • Phoenix, AZ OTHER
  • PRIMARY FUNCTION: The position serves as a member of the portfolio management team and is responsible for all aspects of investment management for clients. Responsibilities of the portfolio management...
  • 3 Days Ago

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0 Trust Administrator jobs found in Peoria, AZ area

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Remote Tourism Specialist
  • Feyer&Associates
  • Glendale, AZ
  • We are searching for passionate and knowledgeable Remote Tourism Specialists to join our team. As a Remote Tourism Speci...
  • 3/28/2024 12:00:00 AM

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Employer Branding Manager
  • Confidential
  • Phoenix, AZ
  • We are looking for a creative candidate who is passionate about building an employer brand. This person should love work...
  • 3/28/2024 12:00:00 AM

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Financial Analyst
  • The Keller Group
  • Chandler, AZ
  • The Keller Group is supporting our Chandler based client in search of an experienced and motivated Financial Analyst. Th...
  • 3/27/2024 12:00:00 AM

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Streaming Sales Person
  • Dealer eProcess
  • Mesa, AZ
  • **Position open to US applicants only. The Streaming Sales Person position requires a highly motivated candidate with in...
  • 3/26/2024 12:00:00 AM

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Tax Consulting Manager
  • SEABOLT & VINCENT LLP
  • Phoenix, AZ
  • Job Description Job Description We are currently seeking a Tax Consulting Manager to join our team. You will be responsi...
  • 3/25/2024 12:00:00 AM

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Business Office Manager
  • TARAJI PLLC
  • Phoenix, AZ
  • Job Description Job Description Business Manager and Brand Builder The primary duty of this position is managing the off...
  • 3/25/2024 12:00:00 AM

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Senior Vice President or Vice President Treasury Depository Services Sales
  • Careerbuilder
  • Phoenix, AZ
  • Job Description Job Description Position Title: Vice President or Senior Vice President (DOE) Commercial Deposits Busine...
  • 3/25/2024 12:00:00 AM

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Streaming Sales Person
  • Dealer e Process
  • Phoenix, AZ
  • **Position open to US applicants only. The Streaming Sales Person position requires a highly motivated candidate with in...
  • 3/24/2024 12:00:00 AM

Peoria is located at 33°34′57″N 112°14′19″W / 33.58250°N 112.23861°W / 33.58250; -112.23861 (33.582439, −112.238548). According to the United States Census Bureau, the city has a total area of 141.7 square miles (367 km2), of which, 138.2 square miles (358 km2) of it is land and 3.5 square miles (9.1 km2) of it (2.44%) is water. Peoria has now annexed over 170 square miles (440 km2) and is in two counties Maricopa County and Yavapai County. It is technically the largest incorporated city in Yavapai County even though almost all of Peoria's current population resides on the Maricopa side. Th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$61,067 to $78,028
Peoria, Arizona area prices
were up 2.2% from a year ago

Trust Administrator in Peoria, IL
We work hard to make the trust administration process easy, quick, and inexpensive.
December 14, 2019
Trust Administrator in Yakima, WA
Can provide representation to a trust administrator and can help facilitate the trust administration process so that the administration of the trust can go smoothly and so assets can be transferred to heirs or beneficiaries as quickly as possible.
January 06, 2020
Trust Administrator in Olympia, WA
The assets in the trust should pass almost automatically to the designated beneficiaries.
January 01, 2020