Trust Administrator jobs in Wisconsin
Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)
Recently Added Trust Administrator jobs
Trust Administrator
- National Exchange Bank & Trust
-
Fond du Lac, WI
FULL_TIME
-
Why NEBAT?
Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.
Position Summary
As a Trust Administrator, you will be responsible for effectively administering trust accounts and ongoing client relationships within regulatory guidelines. The Administrator will also collaborate with and periodically perform Trust & Wealth Management Coordinator duties as needed, including opening and closing of accounts, wire transfers, preparing reports, and administrative duties as needed.
Skills & Attributes Needed
The following skills and attributes are needed to be successful in your banking career as a Trust Administrator:- Strong interpersonal skills
- Excellent communication skills
- Exceptional attention to detail
- Ability to work independently as well as collaboratively as part of a team
- Maintain the highest level of confidentiality and discretion of customer and bank information
- Aptitude and ability to easily learn new technology and software
- Ability to quickly re-establish priorities, responding to the changing needs of the department
- Understanding and application of differences between individual, trust, and IRA accounts
- Working knowledge of trusts, estate planning, and compliance with administering trust accounts
- Exhibit and model a high level of professionalism, tact, sensitivity, and business etiquette
Ideal candidates will possess the following qualifications:- Bachelor’s degree in business, finance or related field or an equivalent combination of education and experience is required. A master’s degree is also helpful.
- Requires a minimum of 3-5 years progressively responsible work experience in trust administration, investments, legal/estate planning, or related area, preferably in Trust division with a bank.
- Completion of relevant and timely financial industry education, i.e., industry webinars, seminars, and/or related coursework is preferred.
National Exchange Bank & Trust offers a competitive benefit package including, but not limited to:- Health, Dental, and Vision Insurance
- Health Savings Account with Employer Contributions
- Short and Long Term Disability
- Employer Paid Life and AD&D Insurance
- Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
- 401(k) with Employer Match & Profit Sharing
- Paid Time Off
- Flexible scheduling & telecommuting options
- Education Assistance Program
- Product & Service Discounts & more!
- 18 Days Ago
Trust Administrator
- gpac
-
Fond du Lac, WI
FULL_TIME
- Trust Admingpac is looking for for an individual matching the following trust experience, or looking to make the next steps in their respective careers!Under supervision by senior management, and in a...
- 8 Days Ago
Trust Administrator
- Horicon Bank
-
Berlin, WI
FULL_TIME
- Role Summary: The Trust Administrator is responsible for administering or assisting in the day-to-day administration of trusts, under the direction of the Trust Administration Manager, in accordance w...
- 12 Days Ago
Trust Administrator
- NEB Corp
-
Fond du Lac, WI
FULL_TIME
- Why NEBAT?Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted b...
- 1 Month Ago
VP of Personal Trust Administration
- Fiduciary Partners Trust Company
-
Brookfield, WI
FULL_TIME
- At Fiduciary Partners Trust Company, we believe that clients in need of independent trustee services are best served when their trustee is truly independent. At Fiduciary Partners we do not provide in...
- 23 Days Ago
Trust Officer
- PremierBank
-
Fort Atkinson, WI
FULL_TIME
- DescriptionSummaryUnder the direction of the VP/Director of Wealth Management, the Trust Officer plays a pivotal role in administering trust accounts while ensuring compliance with trust instruments a...
- 2 Days Ago
Trust Administrator jobs at Popular Companies
Trust Administrator
- The Forge Companies
-
Mooresville, NC
- Job Summary Are you somebody who learns new processes and structures quickly, but enjoys every day being a little differ...
- 6/11/2024 12:00:00 AM
Trust Administrator
- Russell Tobin
-
San Diego, CA
- Pride Global/Russell Tobin is currently seeking Trust Administrator to support our client. This is an excellent opportun...
- 6/10/2024 12:00:00 AM
Trust Administrator
- Bowditch & Dewey, LLP
-
Worcester, MA
- Job Description Job Description Company Overview: Join Bowditch & Dewey as a Trust Administrator in Estate, Financial & ...
- 6/10/2024 12:00:00 AM
Director of Trust Administration
- Old Second National Bank
-
Lombard, IL
- Who We Are At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individu...
- 6/9/2024 12:00:00 AM
Trust Administrator
- Sierra Executive Solutions Inc
-
Las Vegas, NV
- Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Administrative Officer in Las V...
- 6/8/2024 12:00:00 AM
Trust Administrator
- Midland States Bank
-
Tarrytown, NY
- Trust Administrator Salary Range: $62,800 - $83,700 annually At Midland States Bank, base salary is one component of our...
- 6/7/2024 12:00:00 AM
Trust Administrator
- Midland States Bank
-
Chicago, IL
- Trust Administrator Salary Range: $62,800 - $83,700 annually At Midland States Bank, base salary is one component of our...
- 6/7/2024 12:00:00 AM
Director Institutional Trust Administration
- First Citizens Bank
-
Raleigh, NC
- Overview: This position has direct ownership of Institutional infrastructure and processes, and is responsible for ensur...
- 4/10/2024 12:00:00 AM
About Wisconsin
Wisconsin is bordered by the Montreal River; Lake Superior and Michigan to the north; by Lake Michigan to the east; by Illinois to the south; and by Iowa to the southwest and Minnesota to the northwest. A border dispute with Michigan was settled by two cases, both Wisconsin v. Michigan, in 1934 and 1935. The state's boundaries include the Mississippi River and St. Croix River in the west, and the Menominee River in the northeast.
With its location between the Great Lakes and the Mississippi River, Wisconsin is home to a wide variety of geographical features. The state is divided into five dist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$61,498 to $78,581
Most Popular Cities in Wisconsin for Trust Administrator Jobs
What does a Trust Administrator do?
Trust Administrator in Nashville, TN
If you have any questions, you should call the estate attorney who set up the trust for them.
December 03, 2019
Trust Administrator in Cleveland, OH
Becoming the family trust administrator is a big responsibility during a stressful time.
December 25, 2019
Trust Administrator in Shreveport, LA
Is contingent as of the time of allowance or disallowance." The Trust Administrator's disallowance theory is based upon the manner in which CNA calculates the total premium owed under its retrospective rating formula.
December 29, 2019