Senior Trust Officer

Our client, Zia Trust Inc. is adding a Trust Officer or Senior Trust Officer to the team in Phoenix. With the support of an Ops team and Trust Associates, the Trust Officer provides trust account administration and management for various personal, family, and trust accounts. 

Zia Trust holds a unique position in the market as the “Advisor’s Trust Company” and is privileged to work alongside outstanding Advisors of all types from across the country. They are one of the premier Trust Administration and Management firms in the Mountain West and continue to grow!

This is an excellent position for:

• A current Trust Officer who is seeking a senior role with a track to leadership and the opportunity to manage a portfolio of complex trusts while still having the time to build true relationships with clients and industry partners
• A Trust Attorney who has gained experience in trust law and/or litigation, or estate planning and wants to transition their career to Trust Administration and Management
• A Trust Officer who does not want to work for a bank or financial institution that requires you to cross-sell in-house advising or proprietary bank investments or mutual funds
• Someone who Does the Right Thing and wants to be with a firm committed to this!

What You Will Get:

This is a full-time, permanent opportunity with a well-respected and growing, privately held (non-bank) corporate trustee

• There is a wide salary range, based on experience and credentials
• Additional discretionary bonus and/or bridge compensation offered for taking on additional training, mentoring, or growth responsibilities
• Health Benefits: 97% employer-paid health premiums, 100% employer-paid vision, and 75% employer-paid dental coverage premiums
•  401K with an employer match of up to 3.5%, with only a 90-day wait
• Investment in continued education and training
• Close-knit, collaborative, and values-centered team

Essential Duties and Responsibilities:

As the Corporate Trustee, the objective is to free the families from the burden and conflicts that arise in managing a family estate and financial matters. Trust Services Include Management and Administration of a variety of Trusts: Revocable and Irrevocable, Testamentary, Charitable, Directed, Special Needs, Court Settlement, Closely Held Businesses, Cemetery, and more.

• Determine responsibilities, duties, and terms of the governing trust document and administer the trust accordingly
• Initiate and monitor account activity ensuring compliance with established policies, procedures, and applicable laws, rules and regulations
• Monitor the accuracy of account transactions and information in the trust accounting system and work closely with the Operations Department to ensure accuracy
• Arrange for the appraisal of real property, evaluation, transfer, and protection of trust assets
• Interact professionally and with a high degree of follow-up with clients, beneficiaries, portfolio managers, attorneys, CPAs and other trust professionals regarding accounts
• Actively manage account fiduciary risk by performing account reviews, operating in an unbiased manner within the trust provisions, and other fiduciary activities
• Lead performance planning and reviews for assigned support team members

Skills, Experience, and Success Factors Required:

• A Juris Doctor (JD) degree and/or successful completion of the CFTA exam, or the ability to sit for it in the first year; or equivalent experience
• Working knowledge of fiduciary principles and trust administration practices.
• Proven experience understanding the requirements of trusts, leveraging strategic partnerships, managing family questions and dynamics as well as external vendors and partners, and industry collaborators
• Guided by ethics, values, and a drive to do the right thing
• Ethical with a high level of integrity, drive to fulfill fiduciary needs and requirements, and ability to work autonomously and collaboratively with internal and external partners
• Strong interpersonal and communication skills, initiative, dependability, and a high level of motivation
• Outstanding organizational skills, writing, and analytical skills with excellent follow-up, and the ability to set priorities, make independent decisions, and find sound solutions.
• This position is in-office/on-site