EXCITING
NEW JOB OPPORTUNITY -
TRUST
RELATIONSHP
SPECIALIST
Heritage Trust is seeking a Trust Relationship Specialist to join our team!
POSITION OVERVIEW AND PURPOSE OF THE ROLE:
Heritage Trust Company of New Mexico is northern New Mexico’s premier independent trust company, providing trust and estate administration, family office, and financial management services throughout New Mexico. As a trust company authorized and regulated by the NM Financial Institutions Division, Heritage Trust works with families, their attorneys, financial advisors, CPAs and other professionals to safeguard and manage customer assets, including securities, real estate, mineral interests and all types of personal property.
The Trust Relationship Specialist is the key team member responsible for establishing and implementing the marketing and prospecting efforts for the company. This position is responsible for supporting the Taos headquarters, providing excellent customer service and managing all phone and mail communications, and supporting the work of the Trust Committee. The position also manages reports, statements, and communications to existing and future clients, maintains the company’s Policy Manual, and supports the work of the CEO and VP.
This position is important to help maintain a positive, supportive, inclusive, respectful and fun culture at Heritage Trust and will work closely with other staff members while also serving as the lead on promotion of Heritage Trust to our clients, future clients, key partners, and families and their trusted professionals. A commitment to customer service and a great sense of humor are essential!
PRIMARY DUTIES AND RESPONSIBILITIES:
Marketing and Development, including:
o Social media management;
o Website management;
o Constant Contact emails and quarterly newsletters;
o Advertisements and related materials;
o Development of “True Stories”; and
o Special events and holiday gifting.
Managing leads, prospects and new clients, including:
o Assist with all required new client documentation;
Serve as Team Coordinator at Taos headquarters, including:
o Provide customer service in person, on phone, and by email;
o Manages phones and calendar systems for staff;
o Oversees office maintenance and manages office supplies;
o Reviews all incoming mail for distribution to team members, and makes deposits of all incoming checks;
o Manages physical custody of client personal property; and
o Manages and oversees filing system for retention of client information and documents.
Serve as Note-taker for weekly Trust Committee Meetings.
Prepare Beneficiary Distribution Requests for submission to Trust Committee.
Distribute quarterly and annual statements, performance reports, and privacy letters to trust beneficiaries and remaindermen through online portal.
Manage will file clients, including:
o Sending welcome letter to new will file clients;
o Sending annual will letter to existing will file clients;
o Maintaining and managing will file client documents.
Keep Policy Manual up-to date.
Assist CEO and VP on special projects as needed.
ELIGIBILITY REQUIREMENTS:
1. Minimum High School degree and at least 5 years of experience directly related to duties and responsibilities. Commitment to obtaining a Bachelor’s degree.
2. At least three years of marketing experience, new client relations, and customer service.
3. A solid understanding of Microsoft Office Suite, especially Word and Excel, QuickBooks, database programs, website, Internet and email programs.
4. Strong computer skills and an ability to learn new software programs.
5. Outstanding communication skills, both verbal and written.
6. Proven writing skills – ability to write and edit marketing materials.
7. Detail oriented.
KEY DESIRED QUALITIES:
1. A sincere interest in business or finance and some experience in a related field.
2. Commitment to maintain client confidentiality.
3. Strong organizational aptitude; highly organized.
4. Critical thinker and problem-solver, with a passionate desire to learn.
5. Effective listener.
6. Ability to schedule and prioritize tasks, meet deadlines, and complete assignments.
7. Ability to multi-task and stay organized in a fast-paced office environment
8. Intelligent, motivated, career-oriented, and energetic self-starter.
9. Team-player, and willing to take on tasks as needed.
10. Behaves respectfully, ethically and with personal integrity.
COMPENSATION AND BENEFITS:
Hourly rate, depending on experience; 40 hours per week. This is a non-exempt position.
Employer contribution to health insurance premium; 401K contribution.
Pre-tax dental and supplemental insurance for life, accident, health and disability are available.
Paid holidays and paid time off.
To apply send cover letter with resume to Daniel T. Montoya, President, at dmontoya@htrust.com. Please include requested salary. No calls please.