Trust and Operations Associate

Join the TrustBank team where you can dive into the fast-paced world of trust and operations. We are seeking an enthusiastic and detail-oriented Trust and Operations Associate to collaborate with our energetic team and growing organization. You will play a vital role in helping us exceed our clients expectations and be a part of Growing Prosperity Together .

JOB TITLE : TRUST AND OPERATIONS ASSOCIATE

DEPARTMENT : WEALTH MANAGEMENT

REPORTS TO : SENIOR TRUST ASSOCIATE / ASSISTANT TRUST OFFICER

FLSA STATUS : NON-EXEMPT

TYPE OF POSITION : FULL-TIME

JOB SUMMARY

The Trust Associate assists both the Trust Officers and Operations Team Lead in a variety of functions within both Trust administration and Trust operations using the Trust System and other computer applications. This role shall also support the bank in a backup personal banking capacity.

DUTIES AND RESPONSIBILITIES

Serves as an associate to the Trust Officers in managing the assigned TrustBank clients. Assist in the administration of Estates, Trusts, and Agency accounts.

Open, prepare, monitor, and update accounts on the Trust account system.

Locates and places funds, securities and other assets in trust accounts.

Processing of daily transactions for the Trust team by processing bill, ACH, Wires and deposits.

Assists in the administration of accounts with provisions of governing documents, legal requirements and established policy and procedures of the department.

Processing of incoming mail, maintenance changes, setting up and maintaining assets.

Other duties as assigned.

WORKING CONDITIONS and ESSENTIAL FUNCTIONS

The position is Monday through Friday, typically from 8AM 5PM and is forty hours a week. Additional hours may be required as needed. The position will primarily be located 14631 N Scottsdale Rd Ste. 100 Scottsdale, AZ 85254. The position requires long periods of sitting in front of a computer. Noise level is moderate, and the office is well lit. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Some work may be repetitive at the computer and the position requires direct work with the public.

TRUSTBANK CORE VALUES

Embrace and promote the TrustBank and Wealth Management Culture and Core Values in all aspects of your duties.

COMPENSATION AND BENEFITS

The estimated hourly rate for this position is $21.00 - $31.00 / per hour, along with the eligibility for a discretionary annual bonus. Pay rate may vary based on the candidates qualifications skills, and experience. Our generous employee benefits details may be found on our banks website. https : / / trustbank.net / company / career-opportunities

DISCLOSURES

TrustBank recognizes that people are our banks strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer / Disability / Veterans

Revised : March 10, 2025

EDUCATION and / or EXPERIENCE

One to three years in Trust administration and / or operations

A College or University degree and / or relevant proven work experience

REQUIRED SKILLS and ABILITIES

Knowledgeable in areas of trust and / or finance.

Skilled in applicable computer software, e.g., Microsoft Word, Microsoft Excel, etc.

Excellent communication skills in establishing priorities and setting deadlines for critical responsibilities under management.

Recognizes the importance of customer service and has the ability to work with internal and external customers to deliver exceptional services.

TECHNICAL SKILLS

Proficiency in MS Office 365, Excel skills are particularly important for data entry, management and analysis, planning software, and report preparation. Familiarity with software applications in the trust administration space, CRMs, or financial operations are ideal. The ability to quickly learn and adapt around new software is essential.

Compensation details : 21-31 Hourly Wage

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