Trust Administrator

Job Location: 
Milwaukee, WI

Responsibilities include:

Thorough understanding of trust documents; trust accounting concepts; and tax reporting activities.

Respond promptly to client distribution requests and make distributions of cash and assets as required.

Process cash movements, including trust distributions and trust deposits.

Administer current trust accounts  

Experience with Special Needs Trust accounts.

Work with centers of influence to cultivate new business

Provide on going counsel to customers, always going the extra mile to make sure their experience is the best it possibly can be

Represent the bank in community events

 

Our client provides:

100% Employer paid benefits and matching 401k.• Work environment that is team oriented and a true community bank atmosphere

Trust resources to ensure all client needs are met and the Trust Officer has access to every resource

Complete dedication to the market and their employees

 

Qualifications:

3-5 years trust experience.

Bachelor’s Degree

Strong background in trust and advisory services

Proven relationship management skills, trust and estate or financial background

 

Recruiter Name: 
Byron Vargas
Recruiter Phone: 
(262) 886-8000 ext. 260
Category: 
Banking & Financial Services

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