Senior Trust Officer

Zia Trust • Phoenix, AZ

2d • Onsite

About The Position

Zia Trust Inc. is hiring a Trust Officer or Senior Trust Officer in Phoenix to provide trust account administration and management for personal, family, and trust accounts, with support from an Operations team and Trust Associates. The firm is a privately held, non-bank corporate trustee that works with advisors across the country. The role offers the opportunity to manage a portfolio of complex trusts, build relationships with clients and industry partners, and potentially take on training, mentoring, or growth responsibilities. The position is full-time, permanent, and in-office/on-site.

As corporate trustee, the role helps families manage estate and financial matters and administers a variety of trusts, including revocable and irrevocable, testamentary, charitable, directed, special needs, court settlement, closely held business, and cemetery trusts. The Trust Officer interprets governing documents, monitors account activity and fiduciary risk, coordinates with internal operations staff and external professionals, and may lead performance planning and reviews for assigned support team members.

Requirements

• A Juris Doctor (JD) degree and/or successful completion of the CFTA exam, or the ability to sit for the exam during the first year; equivalent experience is also acceptable.
• Working knowledge of fiduciary principles and trust administration practices.
• Proven experience understanding trust requirements, leveraging strategic partnerships, managing family questions and dynamics, and working with external vendors, partners, and industry collaborators.
• Ethical conduct, high integrity, and commitment to fulfilling fiduciary needs and requirements.
• Ability to work autonomously and collaboratively with internal and external partners.
• Strong interpersonal and communication skills, initiative, dependability, and high motivation.
• Outstanding organizational, writing, and analytical skills; excellent follow-up; and ability to set priorities, make independent decisions, and find sound solutions.

Responsibilities

• Determine the responsibilities, duties, and terms in governing trust documents and administer trusts accordingly.
• Initiate and monitor account activity to ensure 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 with the Operations Department to ensure accuracy.
• Arrange for appraisal of real property and evaluation, transfer, and protection of trust assets.
• Communicate with clients, beneficiaries, portfolio managers, attorneys, CPAs, and other trust professionals, providing professional service and follow-up.
• Manage fiduciary risk through account reviews, unbiased administration under trust provisions, and other fiduciary activities.
• Lead performance planning and reviews for assigned support team members.
• Administer a variety of trusts, including revocable and irrevocable, testamentary, charitable, directed, special needs, court settlement, closely held business, and cemetery trusts.

Benefits

• Additional discretionary bonus and/or bridge compensation for taking on additional training, mentoring, or growth responsibilities.
• 97% employer-paid health insurance premiums.
• 100% employer-paid vision coverage.
• 75% employer-paid dental coverage premiums.
• 401(k) with employer match of up to 3.5%, after a 90-day wait.
• Investment in continued education and training.
• Close-knit, collaborative, values-centered team.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Ph.D. or professional degree