Jobs · Finance · Utah

Trust Specialist - Salt Lake City (In Office)

Zions Bancorporation · Salt Lake City, UT · 3 wk ago
On-siteFinanceFull-time

About the role

The Trust Specialist position is part of Zions Bancorporation's Corporate Trust Operations group based in downtown Salt Lake City. The role focuses on supporting Municipal Bonds and acting as the transfer agent for Stock issues.

Responsibilities

  • Provides a variety of administrative and staff support services to an organizational unit.
  • Conducts data entry functions, verifies and performs quality checks on data to ensure accuracy.
  • Prepares control activities, records, statistics, and reports regarding operations.
  • Assists clients with stock transfer requests and processes dividend payments.
  • Works with bankers, brokers, and their systems as required.
  • Administers programs, projects, and/or processes specific to trust operating functions.

Requirements

  • High School diploma or equivalent.
  • Some banking, trust, or office-related experience.
  • Basic knowledge of banking, trust operations, or general office processes and functions.
  • General knowledge of trust products.
  • Good customer service and communication skills, both written and verbal.
  • Able to work with both internal and external clients.
  • Accuracy with good attention to detail.
  • Strong data entry, research, and organizational skills.
  • Able to meet deadlines.
  • Proficiency in using Microsoft Word, Microsoft Excel, Access, and PowerPoint.

Qualifications

  • High School diploma or equivalent.
  • Some banking, trust, or office-related experience.

Skills

  • Basic knowledge of banking, trust operations, or general office processes and functions.
  • General knowledge of trust products.
  • Good customer service and communication skills, both written and verbal.
  • Able to work with both internal and external clients.
  • Accuracy with good attention to detail.
  • Strong data entry, research, and organizational skills.
  • Ability to meet deadlines.
  • Proficiency in using Microsoft Word, Microsoft Excel, Access, and PowerPoint.

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, Paid Time Off (PTO), and 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.

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