Trust Associate

Location: Phoenix
Posted on: June 23, 2025

Job Description:

Trust Associate – Wealth Management Services Location: Scottsdale, AZ Position Type: Full-Time | Onsite Hourly Rate: $21.00 – $33.00/hour Annual Bonus Contact: Crystal Fryers | crystal.fryers@gogpac.com We’re recruiting on behalf of a reputable and growing financial institution with a strong Wealth and Trust department. They are seeking a Trust Associate to join their Scottsdale-based team. This position offers hands-on experience in trust administration and client service, with opportunities to grow in a supportive environment. Position Summary: The Trust Associate will support the administration of trust, estate, and agency accounts. This includes account setup, data maintenance, asset transfers, and internal documentation. You’ll also play a key role in delivering excellent service to clients while collaborating with Trust Officers and operations staff. Key Responsibilities: Assist with day-to-day administration of trust and estate accounts Open, update, and monitor trust accounts using internal systems Coordinate movement of funds, securities, and assets Prepare documents for internal committees, regulatory reviews, and audits Provide prompt and professional service to clients Interpret trust and estate documents and assist with compliance Support trust operations and handle general administrative tasks as needed Qualifications: High school diploma or GED required; bachelor’s degree preferred 1–3 years of experience in trust administration, financial services, or legal support Strong attention to detail and organizational skills Excellent communication and interpersonal abilities Proficiency with Microsoft Office 365 (especially Excel) Ability to work independently, meet deadlines, and handle sensitive information Occasional travel to nearby office locations may be required Work Environment: Standard hours are Monday through Friday, 8AM–5PM Role is fully onsite in Scottsdale, AZ Must be able to sit at a computer for extended periods and occasionally lift up to 25 lbs Professional, quiet, and client-facing office environment Compensation & Benefits: $21.00 – $33.00 per hour, depending on experience Eligibility for discretionary annual bonus Full benefits package including health insurance, 401(k) match, paid time off, and holidays Why This Role: This is a great opportunity for someone looking to grow in the trust and wealth management space. You’ll gain exposure to complex financial accounts, learn directly from senior trust professionals, and be part of a values-driven organization that emphasizes client relationships and internal development. How to Apply: This position is being represented by Crystal Fryers, Executive Recruiter with gpac. If you’d like to learn more or have a confidential conversation, reach out directly: Crystal Fryers Executive Recruiter | gpac crystal.fryers@gogpac.com All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

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