Did you know that Zions Bancorporation is one of the nations 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 havent forgotten who keeps us in business, meaning were 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 Fiduciary Administrator on our Fiduciary Services team located in Salt Lake City, UT, or Houston, TX.
Ideal candidates will have the skills and experience necessary to:
* Support Senior Fiduciary Administrators in the coordinated delivery of Fiduciary products and services, with a primary focus on the delivery of the highest quality, proactive service.
* Provide administrative support in the processing of transactions, fees, discretionary distributions and asset receipts/withdrawals.
* Research and promptly resolve client inquiries or complaints as requested
* Responsible for the opening/closing process for all types of accounts.
* Includes working with outside parties as necessary to fund new accounts and transfer assets in terminating accounts.
* Perform initial and annual administrative reviews.
* Provide timely scanning into document imaging system.
* Compose and prepare letters, memos and other documents as necessary.
* Prepares internal reports and completes account reconciliations
* Serves as administrative liaison with clients and others within and outside the company regarding administrative issues related to trust operations
* Able to identify, source, measure, monitor, evaluate and mitigate operational risk in processes
* Able to provide solution suggestions or mobilize subject matter expert to provide solution suggestions to bring the best outcome for the client Have the owner mindset in handling problems and resolving issues.
* Be the go-to person for other stakeholders Socialize with Portfolio Managers, Relationship Managers, Senior Fiduciary Administrators, Legal & Compliance, and other Bank Partners in promoting process efficiency and increase effectiveness
What you need to bring to the table:
* Requires a bachelors degree in business or related field.
* 1-4 years experience with Financial Services and/or Wealth Management
* A combination of education and experience may meet requirements.
* Requires excellent organizational and communication skills, both verbal and written
* Proficiency in excel Open-minded to new changes and willing to tackle challenges
* You challenge the status quo by asking why and identifies new and better ways of doing things
* You are resourceful, highly inquisitive, and enjoy problem solving.
* A standout teammate who builds trusted professional relationships and collaborates across multiple levels of the organization, including external vendors
* Adaptable to a fast paced and demanding environment and enjoy balancing significant priorities
* Self-motivated, detail oriented who takes ownership of your work quality and enjoys continuous improvement
* Consistent record navigating unstructured processes and simultaneously handling responsibilities with multiple, exciting demands
Houston, TX
More than 25 years ago, Amegy Bank entered the market with a small team who had big goals. Throughout the next two decades, that team grew into a talented family of bankers whose commitment to common-sense solutions and doing the right thing for clients still remains a priority today.
Amegy Bank believes in relationship banking, where clients know their bankers’ names and bankers know their clients’. We look at banking from our clients’ perspective and we make it easy for them to bank with us. Through what we call the “Community Banking Partnership,” we bring solutions to clients by being proactive and providing them access to all parts of the bank in their own geographic areas.
With more than 75 banking locations in Texas, we live and work here, so we understand the spirit and personality of our communities, industries and our economy. We specialize in banking privately owned business of all sizes and public companies in all industries with additional expertise in real estate, energy and correspondent banking. Supporting the deposit and loan capabilities of our business relationship managers is a highly experienced team of product specialists including SBA, cash management, fraud protection, international trade, investments, foreign exchange, corporate trust, retirement plan services, leasing, interest rate hedging and factoring. Equally as important, we offer a wide range of depository, lending, mortgage, brokerage, investment management, trust and internet services for consumers and private banking clients.
Amegy Bank is a division of Zions Bancorporation, N.A., which operates in nearly 500 local financial centers across 11 Western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming. Zions Bancorporation is in the S&P 500 and NASDAQ Financial 100 indices (NASDAQ: ZION).