Trust Clerk jobs in New Mexico

Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)

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Trust Operations Assistant
  • Zia Trust, Inc.
  • Albuquerque, NM FULL_TIME
  • Job Summary:

    Provide excellent customer service by fulfilling a variety of Operations services for Trust and IRA accounts as listed below in the Essential/Required Duties and Responsibilities.

    Essential/Required Duties and Responsibilities:

    · Print and deliver client statements to Trust Officers for review, and mail statements after reviewed by Trust Officers

    · Update and monitor monthly Client Statement Tracking and Broker List spreadsheets

    · Print Online broker statements and update broker statements received on Broker List

    · Data Entry Transactions Directly from Broker Statement to Trust Accounting software and balance cash/asset positions

    · Balance cash-outs and print checks on Fridays and when needed

    · Assist with Asset Location Reconciliations

    · Prepare Advent download files on assigned week according to rotation schedule

    · Assist with requests from administration throughout the day

    Skills Required:

    · Preferred knowledge in the securities field (stocks, bonds, reorgs, dividend, interest, etc.)

    · Strong interpersonal and communication skills, dependable, organized, excellent follow-up skills, ability to work well under pressure and work well with team members.

    · Must be able to prioritize work and make independent decisions.

    · Proficient in Microsoft Office, Excel and Word.

    Job Type: Full-time

    Pay: $37,000.00 - $40,000.00 per year

    Benefits:

    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Paid time off

    Schedule:

    • 8 hour shift

    Application Question(s):

    • Do you have knowledge of securities i.e. stocks, bonds, mutual funds, etc.?

    Ability to Relocate:

    • Albuquerque, NM 87110: Relocate before starting work (Required)

    Work Location: In person

  • 28 Days Ago

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Trust Associate
  • Robert Half
  • Albuquerque, NM FULL_TIME
  • Seeking an "Trust Associate" to work in a respected Trust here in ABQ. Looking for someone that is self-sufficient and self-motivated- Can train, but must be experienced with Microsoft Excel, light Qu...
  • 4 Days Ago

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Customer Service Agent
  • Horizon Trust
  • Albuquerque, NM FULL_TIME
  • We’re looking for an enthusiastic, highly-motivated customer service representative to provide an excellent experience to our customers. Job seekers should have a background in service, and exceptiona...
  • Just Posted

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Trust Resources and Protection Manager
  • Interior, Bureau of Indian Affairs
  • Albuquerque, NM FULL_TIME
  • This position is located with the Bureau of Indian Affairs, Southwest Region, Office of the Deputy Director - Trust Services, Division of Natural Resources, Branch of Water Resources, Operations Secti...
  • 18 Days Ago

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Youth Conservation Corps Project Lead
  • Taos Land Trust
  • Taos, NM TEMPORARY,FULL_TIME
  • Taos Land Trust empowers people to protect the land and traditions they love through education, advocacy and conservation. Our vision is to create a legacy of open, productive, and natural lands for f...
  • 18 Days Ago

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Teller I
  • Enterprise Bank & Trust
  • Los Alamos, NM FULL_TIME
  • Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to ...
  • Just Posted

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Administrative Assistant / Office Clerk
  • PrideStaff
  • Hattiesburg, MS
  • Job Description Job Description PrideStaff Hattiesburg is seeking a General Office Clerk on behalf of our client in the ...
  • 3/28/2024 12:00:00 AM

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Buyers' Clerical / Administrative Support
  • EbLens
  • Torrington, CT
  • **EbLens** **Buyers' Clerical / Administrative Support** **Corporate - Torrington, CT - Full Time** Buyers Clerical Admi...
  • 3/27/2024 12:00:00 AM

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Administrative Support Clerk
  • BIRK
  • Itasca, IL
  • Job Description Job Description This position will provide general clerical support to various departments. Basic comput...
  • 3/27/2024 12:00:00 AM

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Clerical Administrative Assistant
  • Manpower
  • Beverly, WV
  • Our client, is seeking an administrative assistant to join their team. As an administrative assistant, you will be part ...
  • 3/26/2024 12:00:00 AM

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Office Clerk
  • Manpower
  • Laredo, TX
  • Office Clerk 3rd shift Our client is looking for hardworking, motivated talent to join their team. Don’t wait… apply tod...
  • 3/25/2024 12:00:00 AM

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Office Clerk
  • Manpower
  • Plattsburgh, NY
  • Our client, in Plattsburgh is seeking an office clerk to join their team. As an office clerk, you will be part of the Of...
  • 3/25/2024 12:00:00 AM

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Clerk / Administrative Support
  • Tri-Starr Talent
  • San Antonio, TX
  • Job Description Job Description Clerk / Administrative Support Our client pushes the boundaries of science and technolog...
  • 3/25/2024 12:00:00 AM

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Administrative Support Specialist
  • Leidos
  • Washington, DC
  • Description UNLEASH YOUR POTENTIAL At Leidos, we deliver innovative solutions through the efforts of our diverse and tal...
  • 3/8/2024 12:00:00 AM

New Mexico (Spanish: Nuevo México Spanish pronunciation: [ˈnweβo ˈmexiko] (listen), Navajo: Yootó Hahoodzo pronounced [jòːtxó xɑ̀xʷòːtsò]) is a state in the Southwestern region of the United States of America; its capital and cultural center is Santa Fe, which was founded in 1610 as capital of Nuevo México (itself established as a province of New Spain in 1598), while its largest city is Albuquerque with its accompanying metropolitan area. It is one of the Mountain States and shares the Four Corners region with Utah, Colorado, and Arizona; its other neighboring states are Oklahoma to the north...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$33,195 to $39,627

Trust Clerk in Flagstaff, AZ
We’ve got a lot of changes to make in the circuit clerk’s office.”.
January 28, 2020
Trust Clerk in Juneau, AK
See the Future Outlook and Educational Requirements for "TRUST-VAULT CLERK".
January 29, 2020
Trust Clerk in Mcallen, TX
In The Clarence Thomas Takeover, a comprehensive and well-argued Slate piece (that’s being gleefully circulated among Thomas clerks right now), Lithwick and Stern make a strong case for the dominance of the CT clerk mafia.
February 12, 2020