Corporate Trust Administrator - Portland or Seattle
About The Position
We are currently looking for a Corporate Trust Administrator to join our Corporate Trust group. In this role, you will work with an experienced team dedicated to providing excellent service to their clients and business partners. As part of the Zions Corporate Trust team you will provide support to Trust Administrators and learn about the interesting corporate trust industry, with opportunities for career advancement. Ideal candidates will have the skills and experience necessary to: Manage and administer a portfolio of corporate trust accounts, including municipal bonds, escrows, and other fiduciary relationships. Review and interpret governing documents to ensure compliance with terms and conditions. Work closely with clients and business partners to maintain a high level of customer service, communication, and satisfaction. Prepare calculations, such as rates, debt service, accrued interest, etc. Prepare and settle investment trades. Generate internal reports and complete audit confirmations as requested. Open and close accounts, monitor account compliance, and file all account related documents. Adhere to details and multiple daily deadlines while working well under pressure. Perform other duties as requested.
Requirements
- College degree with banking experience, preferably in trust administration.
- Advanced knowledge of corporate trusts, trust regulations, agencies, escrows, banking.
- Excellent problem resolution, analysis, document review and sales skills.
- Clear communication, strong problem solving and critical thinking skills.
- Exceptional organizational, time management and communications skills, both verbal and written, to build customer relationships and prepare and document audits and reports.
- Highly detail oriented.
- Proficient in MS Office programs, especially Excel.
- A combination of education and experience may meet job requirements.
Responsibilities
- Manage and administer a portfolio of corporate trust accounts, including municipal bonds, escrows, and other fiduciary relationships.
- Review and interpret governing documents to ensure compliance with terms and conditions.
- Work closely with clients and business partners to maintain a high level of customer service, communication, and satisfaction.
- Prepare calculations, such as rates, debt service, accrued interest, etc.
- Prepare and settle investment trades.
- Generate internal reports and complete audit confirmations as requested.
- Open and close accounts, monitor account compliance, and file all account related documents.
- Adhere to details and multiple daily deadlines while working well under pressure.
- Perform other duties as requested.
Benefits
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, 20 days of Paid Time Off (PTO) (PTO covers both sick and vacation days without distinguishing between them), 11 Paid Federal Holidays, and any applicable state holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
- Employee Ambassador preferred banking products
- Employees may, at the company’s discretion, be eligible to receive a cash bonus award
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
