Trust Officer jobs in Boise, ID

D
Personal Trust Administrator
  • D.A. Davidson Companies
  • Boise, ID FULL_TIME
  • Job Description:


    D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented individual to join the D.A. Davidson Trust team in the important role of Personal Trust Administrator. You’ll work closely with Trust Officers to deliver an exceptional client experience by diligently administering and managing trust accounts.
    Experience and Skills:

    Qualifications:
    • 2 years of prior trust administration or related wealth management experience preferred.
    • College degree or equivalent experience (preferably within trust administration) preferred.
    • Previous experience in the financial service industry or working knowledge of trust administration and fiduciary services is required.
    • Paralegal certification or past employment in the capacity of a paralegal a plus.
    • Basic understanding of fiduciary tax issues surrounding trust accounts.
    • Proficient computer skills, especially Microsoft Office applications and other proprietary systems.
    • Proven ability to follow policies and procedures and exercise good judgment and discretion when working with confidential client information.
    • Detail oriented with strong organizational and problem-solving skills.
    • Excellent communication skills with the ability to work with various professionals such as Financial Advisors, attorneys, and CPA’s.
    Duties:
    • Maintain a working knowledge of Davidson Trust Company policies and procedures.
    • Open new accounts through established account opening process. Verify that all assets have transferred and are set up properly within 30 days of asset transfer.
    • Coordinate with the Trust Officer the necessary actions to be taken to close an account in an accurate and timely manner.
    • Process correspondence, reports, proposals as requested by the Trust Officer.
    • Assist in the administration of accounts at the direction of the Trust Officer.
    • Assist in preparing administrative reviews and requests for discretionary payments as requested by the Trust Officer.
    • Complete basic information on annual reviews and coordinate with the Trust Officer.
    • Process client remittances and bill payments and ensuring they are per the terms of the trust document and include proper authorization.
    • Maintain a thorough knowledge and understanding of trust accounting principles.
    • Research and respond to client requests as necessary.
    • Review and maintain daily reports and other periodic forms. Monitor and assist in covering overdrafts. Resolve and follow through to completion.
    • Perform various administrative functions including file creation and maintenance, managing incoming and outgoing mail/shipments, and maintaining closed files, custody records for additions and withdrawals to the legal vault and account file destruction schedule and records.
    • Perform other duties and responsibilities as assigned.
    What we offer:
    Competitive salary plus excellent benefits and perks including, but not limited to:
    • Medical, Dental and Vision
    • Company 401(k)and ESOP contribution
    • Paid holidays Generous sick, vacation, and maternity/parental leave
    • Pet Insurance
    • Professional Development Opportunities
    • Tuition Reimbursement ($15,000 lifetime cap)
    • Discounted personal insurance including home, auto and recreational vehicles
    • Charitable gift-matching program
    • Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.

    D.A. Davidson has been in business for over 87 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!

    We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    From: D.A. Davidson Companies

  • 10 Days Ago

H
PRN Trust and Safety Counselor
  • Health Advocate Solutions, Inc.
  • Boise, ID PART_TIME
  • Why is Health Advocate a great place to work? For starters, Health Advocate employees enjoy helping people every single day. Employees are given the training they need to do their jobs well, and they ...
  • 27 Days Ago

H
Trust and Safety Counselor
  • Health Advocate Solutions, Inc.
  • Boise, ID FULL_TIME
  • Why is Health Advocate a great place to work? For starters, Health Advocate employees enjoy helping people every single day. Employees are given the training they need to do their jobs well, and they ...
  • 28 Days Ago

I
Bank Operations Associate
  • Idaho Trust Bank
  • Boise, ID FULL_TIME
  • WHY WORK WITH US Idaho Trust Bank, headquartered in beautiful Boise, Idaho, is listed as one of America’s Best Business and Private Bank’s while also being named one of the top 200 healthiest banks in...
  • 29 Days Ago

I
Loan Administrator
  • Idaho Trust Bank
  • Boise, ID FULL_TIME
  • WHY WORK WITH US Idaho Trust Bank, headquartered in beautiful Boise, Idaho, is listed as one of America’s Best Business and Private Bank’s while also being named one of the top 200 healthiest banks in...
  • 1 Month Ago

I
Construction general
  • IDAHO AGC BENEFIT PLAN TRUST
  • Nampa, ID FULL_TIME
  • General Laborer - ENTRY LEVEL - NO CONSTRUCTION EXPERIENCE NEEDED IMCO General Construction Nampa, Idaho About IMCO IMCO, a heavy civil general contractor, serves public and private clients. Our emplo...
  • Just Posted

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0 Trust Officer jobs found in Boise, ID area

V
Technical Sales Representative - Boise, ID
  • vegaamericashiring.com
  • Boise, ID
  • **Technical Sales Representative** **level****pressure** position just quality products and a **process** that works. We...
  • 4/26/2024 12:00:00 AM

C
Systems Engineer - Physical Security
  • Compunet
  • Meridian, ID
  • Why join CompuNet? CompuNet values its people more than any other asset-and realizes the contributions made by each empl...
  • 4/26/2024 12:00:00 AM

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Account Coordinator
  • Velox Media
  • Boise, ID
  • Do you understand digital advertising and making super awesome clients happy? Do you love the challenge of a good PPC an...
  • 4/25/2024 12:00:00 AM

S
Amazon Connect Platform Specialist - Global Technology Team - JO-2404-23251-6744
  • Slalom Llc
  • Garden City, ID
  • Slalom, LLC Amazon Connect Platform Specialist - Global Technology Team - JO-2404-23251-6744 Boise , Idaho Apply Now Thi...
  • 4/24/2024 12:00:00 AM

T
Field Application Specialist - HammerHead
  • The Toro Company
  • Meridian, ID
  • Typical Starting Pay: $80,000-$105,000, plus bonuses. What Can We Give You? Medical, Dental, Vision, 401K Matching up to...
  • 4/24/2024 12:00:00 AM

C
Project Administrator
  • Compunet
  • Meridian, ID
  • Why join CompuNet? CompuNet values its people more than any other asset-and realizes the contributions made by each empl...
  • 4/23/2024 12:00:00 AM

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Account Coordinator
  • VELOX Media
  • Boise, ID
  • Do you understand digital advertising and making super awesome clients happy? Do you love the challenge of a good PPC an...
  • 4/23/2024 12:00:00 AM

C
Service Delivery Manager
  • Clearwater Analytics
  • Boise, ID
  • Job Summary: Service Delivery Managers are responsible for establishing, maintaining, and managing strong relationships ...
  • 4/22/2024 12:00:00 AM

Boise (/ˈbɔɪsi/ (listen)) is the capital and most populous city of the U.S. state of Idaho, and is the county seat of Ada County. Located on the Boise River in southwestern Idaho, the population of Boise at the 2010 Census was 205,671, the 99th largest in the United States. Its estimated population in 2016 was 223,154. Boise is in southwestern Idaho, about 41 miles (66 km) east of the Oregon border, and 110 miles (177 km) north of the Nevada border. The downtown area's elevation is 2,704 feet (824 m) above sea level. Most of the metropolitan area lies on a broad, flat plain, descending to the ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Officer jobs
$71,194 to $101,392
Boise, Idaho area prices
were up 2.5% from a year ago