- Scottsdale, Arizona, United States
- Full-time
- 2+ years
Provide administrative and operational assistance to the trust administrator in managing trust accounts, including account set‑up, transaction processing, and asset reconciliations.
Responsibilities
- Provide daily trust administration and investment support
- Process daily transactions using trust account/custodian systems
- Pay bills and monitor accounts to avoid overdrafts
- Support discretionary distribution and client gifts
- Assist in timely set up of new accounts and document processing
Requirements
- Associate’s degree or equivalent combination of education and experience required
- Bachelor’s degree preferred
- Nice to have: Trust Desk platform