Current jobs related to Fiduciary Specialist - Phoenix, Arizona - Bank of Texas

  • Fiduciary Financial Specialist

    1 month ago

    Phoenix, Arizona, United States Maricopa County Full time

    About the PositionWe are seeking a highly skilled Fiduciary Financial Specialist to join our team at Maricopa County Public Fiduciary. As a key member of our operations division, you will be responsible for providing senior-level fiduciary accounts payable and receivables services for collective trust accounting.Key ResponsibilitiesEstablish and maintain...

  • Trust Administration Specialist

    1 week ago

    Phoenix, Arizona, United States Talent Store Full time

    Job Title: Trust Administration SpecialistAbout the Role:We are seeking a skilled Trust Administration Specialist to join our team at Talent Store. As a Trust Administration Specialist, you will be responsible for managing and administering various trusts, including revocable and irrevocable, testamentary, charitable, directed, special needs, court...

  • Estate Administration Specialist

    2 weeks ago

    Phoenix, Arizona, United States JRG Partners Full time

    Job DescriptionOur client, a National Law Firm, seeks a skilled Estate Administration Specialist to provide assistance to attorneys in administering estates, funding post-death irrevocable trusts, preparing documents, and filing estate-related tax returns.Key Responsibilities:Prepare tax returns, including Estate Tax Returns and Fiduciary Income Tax...

  • CT Imaging Specialist

    4 weeks ago

    Phoenix, Arizona, United States TotalMed Staffing Full time

    Seeking a CT Technician for a Travel Assignment in Phoenix, ArizonaWe are currently seeking a skilled CT Technician to join our team for a travel assignment based in Phoenix, Arizona. As a CT Technician with TotalMed Staffing, you will have the opportunity to work with a variety of patients and cases, utilizing your expertise to provide high-quality imaging...

  • Tax and Estate Law Specialist

    6 days ago

    Phoenix, Arizona, United States JRG Partners Inc Full time

    Estate Administration RoleJRG Partners Inc is seeking a skilled professional to assist in the administration of estates, including preparing documents, filing tax returns, and maintaining financial records.Key Responsibilities:Provide support to attorneys in administering estates and trustsPrepare and file estate-related tax returns, including Estate Tax...

  • Senior Tax Planning Specialist

    5 days ago

    Phoenix, Arizona, United States BeachFleischman Full time

    We are seeking a highly skilled Tax Senior to join our team at BeachFleischman, the largest locally owned accounting, business advisory and financial services firm in southern Arizona.Our staff enjoy a challenging work environment that provides employees with opportunities for professional development and offers the opportunity to work on complex client...

  • Fiduciary Financial Specialist

    1 month ago

    Phoenix, United States Maricopa County Full time

    About the RoleWe are seeking a highly skilled Fiduciary Financial Specialist to join our team at Maricopa County Public Fiduciary. As a key member of our operations division, you will be responsible for providing senior-level fiduciary accounts payable and receivables services for collective trust accounting.Key ResponsibilitiesEstablish and maintain...

  • Fiduciary Financial Specialist

    1 month ago

    Phoenix, United States Maricopa County Full time $19 - $29

    Posting DateIs your CV ready If so, and you are confident this is the role for you, make sure to apply asap.09/19/24Application Deadline10/19/24Pay RangeHiring Pay Range: $19.15 - $24.08 hourlyFull Range: $19.15 - $29.00 hourlySalary offers are based on the candidate's equivalent experience and internal equity with other employees within the same job...

  • Fiduciary Financial Specialist

    1 month ago

    Phoenix, United States Maricopa County Full time

    Posting Date 09/19/24 Application Deadline 10/19/24 Pay Range Hiring Pay Range: $19.15 - $24.08 hourly Full Range: $19.15 - $29.00 hourly Salary offers are based on the candidate's equivalent experience and internal equity with other employees within the same job classification. This position is eligible for overtime compensation for all hours worked over 40...

  • Healthcare Procurement Specialist

    3 months ago

    Phoenix, United States Vaco Full time

    Vaco Phoenix is looking for a Procurement Specialist for a top Healthcare client in Scottsdale, AZ. This person will be the liaison between internal departments and procurement department, as well as ensure procurement policies and processes are followed. This is a long-term contract to hire position paying up to $34/HR depending on experience. Interviews...

Fiduciary Specialist

2 months ago

Phoenix, Arizona, United States Bank of Texas Full time

Job Summary

The Senior Trust Officer is responsible for administering personal trust, custody, and estate accounts. This role requires a high level of expertise in fiduciary law, tax regulations, and investment strategies.

Key Responsibilities

  • Administer personal trust, custody, and estate accounts in accordance with governing instruments, state and federal law, and fiduciary standards.
  • Provide exceptional client service and ensure quality business growth by managing a portfolio of complex customer relationships.
  • Develop internal marketing plans and collaborate with other departments to improve internal relationships and build strong external customer relationships.
  • Coordinate activities with Tax, Specialty Assets, Investment Management, Wealth Management Services, and external advisors to resolve client and administrative issues.
  • Adhere to all established corporate risk and compliance guidelines.
  • Monitor and review performance and behaviors within areas of responsibility to identify and resolve non-compliance with organizational policies and relevant regulatory codes.
  • Maintain knowledge of state and federal tax and fiduciary law, accounting principles, investment strategies, and Bank of Texas policies and procedures.
  • Act as a subject matter expert in an area of technology, policy, regulation, or operational management for the team.
  • Timely keep management advised of client risk concerns, problems, and complaints.

Requirements

  • Bachelor's Degree in business or related field of study.
  • 6-8 years of directly related experience in Personal Trust or 8-10 years of experience in Personal Trust or equivalent combination of education and experience.
  • Experience in managing medium- to large-sized client accounts.
  • Knowledge of interpretation and application of trust document provisions, probate law, taxes, investments.
  • Excellent analytical ability, decision-making, and problem-solving skills.
  • Excellent oral, written, and communication skills, including interpersonal skills.

About Bank of Texas

Bank of Texas is a stable and financially strong organization that provides excellent training and development to support building the long-term careers of employees. With a passion for innovation, a commitment to growth, and a culture of teamwork, we offer a unique opportunity for professionals to make an impact on the success of the bank, customers, and their own career.