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Wealth Management
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Enterprise Services
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055174 Requisition #

Did you know that Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven’t forgotten who keeps us in business, meaning we’re committed to the success of our customers, and our employees. Here, the possibilities are endless – come for a job, stay for a career.

 

Zions Bancorporation has just opened an opportunity for a Personal Trust Administrator on our Fiduciary Services team located in either Salt Lake City, Utah,  Houston, TX or Las Vegas, NV.

 

Summary:

 

Supporting fiduciary officers with trust administration, risk management, correspondence and documents, recordkeeping and various administrative tasks.

 

Essential Duties and Responsibilities include the following:

 

  • Ability to review trust agreement documents and ensure compliance.
  • Provide administrative support in the processing of transactions, fees, discretionary distributions, and asset receipts/withdrawals.
  • Perform initial and annual administrative account reviews.
  • Complete new account onboarding and closing duties.
  • Review and process trust administration tasks as needed and assigned.
  • Process trust account money movement transactions including bill-pay and tax payments.
  • Perform trust account maintenance on trust accounting system.
  • Ensure processing activities are thoroughly documented (scanned and filed).
  • Prepare and send written correspondence.
  • Assist with quarterly audit requests.
  • Assist with incoming/outgoing mail.
  • Manage special projects as needed with minimal oversight.
  • Provide timely and professional interaction within Fiduciary
  • Services and (when requested by fiduciary officer) with clients, other banking colleagues and outside professionals.
  • Assist with fiduciary tax processing.
  • Perform other duties as assigned.

 

Qualifications

 

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

  • Bachelor’s degree in business or related field.
  • 2 - 4 years’ experience with trusts, estates or other directly experience.
  • A combination of education and experience may meet requirements.

To review our Benefits Summary click here.

 

Zions Bancorporation and its affiliates and divisions (“Zions”) is an equal opportunity employer which prohibits all forms of discrimination and harassment. Zions is committed to the principle of equal employment opportunity for all employees and employment candidates and to providing a work environment free of discrimination and harassment. All employment decisions at Zions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, ethnicity, sex, sexual orientation, gender identification, age, national origin, pregnancy, veteran status, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Zions will not tolerate discrimination or harassment based on any of these characteristics. Zions encourages applicants of all ages.

 

It is Zions’ policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

 

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site.  You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7628.  Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

 

Click here to view our EEO Statement.

 

Click here to view applicable Federal, State and/or local employment law posters.

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