Fiduciary Administrator - Salt Lake City - Hybrid

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.

With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.

Zions Bancorporation has just opened an opportunity for a Fiduciary Administrator on our Fiduciary Services team located in Salt Lake City, Utah. Position offers a 3/2 hybrid work schedule.

Summary: Supporting fiduciary officers in the management of trusts and estates, risk management, correspondence and documentation, recordkeeping and various administrative tasks.

Essential Duties and Responsibilities include the following:

• Ability to understand trust and estate documents and ensure compliance.
• Provides timely and professional interaction within Fiduciary Services with clients, other banking colleagues and outside professionals.
• Strong written and oral interpersonal skills.
• Responds to account inquiries from clients.
• Provides administrative support in the processing of transactions, fees, discretionary distributions, and asset receipts/withdrawals.
• Performs initial and annual administrative account reviews and works with Fiduciary Officers to resolve exceptions.
• Prepares and follows through on the opening and closing of accounts.
• Prepare and send written correspondence.
• Ensures processing activities are thoroughly documented and timely scanned.
• Completes special projects and other duties with minimal oversight.
• Assists in tax work for trusts/estates.

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.
• 0-2 years' experience with trusts, estates or other related experience is preferred.
• A combination of education and experience may meet requirements.
• Detailed oriented and highly organized