Corporate Trust Administrator Dallas, TX
California Bank & Trust
Corporate Trust Administrator
Did you know Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? We have local operations and management teams in 11 western states and we are dedicated to making a difference in our local communities and we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees! The possibilities are endless come for a job, stay for a career!
We are currently looking for a Corporate Trust Administrator to join our Trust group in Dallas, TX. Amegy Bank is a division of Zions Bancorporation.
The ideal candidate will have the skills and experience necessary to:
- Assume full responsibility for the administration of assigned corporate trust and/or agency accounts.
- Review and analyze trust indentures and agency agreements prior to acceptance, consulting with legal counsel and senior administrators as needed.
- Implement required administrative and operational procedures to ensure the proper onboarding and ongoing administration of new accounts.
- Prepare, review, and submit periodic reports to regulatory agencies, as applicable.
- Review governing agreements to ensure compliance with specific terms, provisions, and requirements.
- Maintain regular and proactive contact with clients to support relationship management and service delivery.
- Assist in identifying and soliciting new business opportunities with existing and prospective clients.
- Coordinate with internal bank partners to address account needs and operational requirements.
- Resolve client inquiries and issues, providing information and assistance related to account activity, statements, and reporting.
- Perform other duties as assigned.
Qualifications: Bachelor's degree required, along with a minimum of 5 years of direct Corporate Trust experience. Equivalent combination of education and relevant experience may be considered.
- Strong working knowledge of trust agreements, indentures, and related legal documents.
- Proven ability to interpret governing documents and ensure compliance with contractual, regulatory, and fiduciary requirements.
- Experience coordinating with internal partners, external counsel, issuers, obligors, and investors.
- Demonstrated organizational and analytical skills with close attention to detail and deadlines.
- Ability to manage multiple transactions and priorities in a fast-paced, deadline-driven environment.
- Strong written and verbal communication skills, including preparation of notices, reports, and correspondence.
- Proficiency in trust systems, financial reporting tools, and Microsoft Office applications.
Benefits:
- Medical, Dental, and Vision Insurance
- Employer-paid Life Insurance
- 401(k) plan + generous company matching
- Competitive compensation commensurate with work experience (some roles include incentives, mileage + travel time pay, and/or parking waivers.
- Paid Time Off (Vacation, Federal Holidays, Sick)
- Tuition Reimbursement for qualifying employees
- Promotional opportunities offered from within
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