Trust Clerk jobs in New Mexico

Key role as the first contact most clients have with Heritage Trust company of New Mexico. Manages the initial client journey and supports the rest of the team in administrative matters throughout the company.

Responsibilities

The Trust Account Administrator reports directly to the Chief Executive Officer and the Trust Accountant for corporate operations and assists Trust Officers with administration of all client accounts. Assists with fiduciary tax returns. Manages communications and contact information for leads, prospective clients and new clients. Manages will files. Distributes monthly and quarterly client statements.

This position is an opportunity to learn about all aspects of an independent trust company and to be a key player on a tight knit team. Heritage believes in promoting from within and is committed to the development and growth of our team members.

Qualifications

Excellent verbal and written communication skills; BA degree in business administration or 5 years of relevant experience. Strong computer skills and the ability to learn new software. Strong organizational skills. An ability to maintain confidentiality, problem solve, schedule and prioritize tasks, and a passionate desire to learn.