Trust Associate (Wealth Management)

Location: Onsite in Omaha, United States

Salary: $63,288–$104,425 base pay annually

Company

hirify.global is a banking organization providing trust, wealth management, and financial services.

What you will do

• Support Trust Advisors with revocable trusts, irrevocable trusts, estate relationships, and institutional accounts.
• Manage client inquiries, correspondence, reports, documentation, and ongoing relationship-support activities.
• Interpret trust documents and support account opening, funding, closing, transfers, and routine maintenance.
• Prepare transaction forms and documentation, obtain required approvals, and execute transactions accurately and promptly.
• Coordinate with clients, Trust Advisors, attorneys, accountants, internal partners, and other centers of influence.
• Follow BSA/AML, customer identification, due diligence, suspicious activity reporting, and bank compliance requirements while identifying process improvements.

Requirements

• Bachelor’s degree.
• Understanding of financial concepts related to investments, insurance, taxes, and estates.
• Strong analytical, decision-making, detail-orientation, multitasking, listening, and client communication skills.
• Ability to collaborate with clients, professionals, Trust Advisors, and internal business partners.
• Proficiency with electronic communication and Microsoft Office Suite, including Word, Excel, and PowerPoint.
• Unrestricted US work authorization is required, and future sponsorship is not available.

Nice to have

• Previous experience in trust or wealth management.
• CTFA certification.
• Experience with wealth and trust platform systems such as Trust Desk.

Culture & Benefits

• Onsite work environment focused on collaboration, mentorship, and professional growth.
• Medical, dental, and vision insurance.
• 401(k) with matching contributions and health savings account options.
• Time-off programs and short-term and long-term disability insurance.
• Employee banking, tuition assistance, and growth opportunities.