Trust Relationship Specialist

Location: Fully onsite in Coeur d'Alene, Idaho

Salary: $22.00–$35.00 per hour, with possible performance-based incentive compensation.

Company

hirify.global provides banking and trust company services.

What you will do

• Support senior lead officers and account administrators in managing larger trust relationships.
• Set up and close accounts, maintain customer files, organize records, and archive documentation.
• Process trust accounting transactions accurately according to client instructions.
• Handle routine fiduciary duties for estates and conservatorships, including annual court accountings and distribution authorizations.
• Prepare client meetings, correspondence, presentations, graphs, charts, seminars, and informational materials.
• Maintain compliance with bank policies, the Bank Secrecy Act, Regulation CC, Regulation E, and other applicable regulations.

Requirements

• 2–5 years of trust experience required.
• Business Administration education and trust training preferred.
• Strong spreadsheet and word-processing skills, including complex Excel formulas, graphs, and PowerPoint presentations.
• Effective time management, organization, interpersonal communication, and public relations skills.
• Ability to manage confidential information and handle multiple projects under pressure and frequent interruptions.
• Ability to operate standard office equipment and maintain accurate records.

Culture & Benefits

• Healthcare coverage including medical, dental, and vision plans.
• 401(k) retirement savings plan with employer match for qualifying contributions.
• Life, disability, mental health, employee assistance, identity theft protection, and legal support programs.
• Tuition assistance, paid vacation, sick days, volunteer days, and holidays.
• Additional insurance options and access to an online discount marketplace.
• Benefits begin on the first day of the month after hire for associates regularly scheduled to work at least 30 hours weekly.