Trust Administrator II
Provide day-to-day administrative support for all trust administration aspects under the Trust Officers' guidance and direction. This position is 100% in the office.
Role Responsibilities
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Proficiently carry out the responsibilities of a Trust Administrator I.
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Provide support and backup – to other teams (i.e., Case Management, Wealth Management, Settlement, Pooled Trusts, and South Dakota operations.)
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Process transactions for annuities and other manually maintained assets.
- Maintain the accurate value of annuities and other manually maintained assets.
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Manage a collection of insurance statements and review policies through life insurance vendor.
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Manage PAL files that require plug-ins for access.
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Assist with maintaining True Link accounts by opening and closing cards and providing reports monitoring usage risk.
- Assist with establishing new brokerage accounts, data feeds, online access, and updating authorized signer information with investment advisors.
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Serve on a committee or support committee initiatives.
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Support new and developing Trust Administrators by providing training.
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Prepare reports and books for Board.
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Manage changeover of TO mailings and software updates.
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Understanding the trust accounting reporting system and assisting with developing reports as needed.
Competencies
Communication Skills
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Use professional oral and written skills to project a positive image of the Company.
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Always interact professionally with clients and associates.
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Possess excellent verbal, written and interpersonal communication skills.
- Be aware of and follow company policies for electronic communications and internet use.
Computer/Technical Skills/Subject Matter Expertise
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Display proficiency using standard office equipment such as a computer, fax, photocopier, scanner, telephone, etc.
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Proficiency using Microsoft Office Suite of applications.
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Ability to understand/learn basic fiduciary and trust administration concepts.
- Understands and follows company policies regarding information security including password and multi-factor authentication.
Organization
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Good time management skills.
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Ability to balance competing priorities with little direction.
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Regularly update client interactions in CRM database.
Judgment
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Work as a competent member of the team, willingly providing back-up support for co-workers when appropriate and actively supporting group goals.
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Demonstrate basic knowledge of the business and the Company.
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Exhibit sound judgment and the ability to make reasonable decisions in the absence of direction.
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Swiftly refer problems/issues to the appropriate person(s) when necessary.
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Able to identify common attempts at information security scams, like email phishing.
Role Qualifications
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High school diploma or GED equivalent.
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Bachelor's degree highly desired.
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Experience working in the financial services industry or trust administration.
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Administrative experience in an office setting preferred.
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Experience working in investments a plus.
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Bilingual in English / Spanish preferred.
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Professional appearance.
Job location – Milwaukee, WI
Benefits – 100% Employer paid Health/Dental/Life/LTD for individual employee, 401(k) plan with 4% match, voluntary Short-Term Disability, Employer paid off-street parking, opportunities for advancement.
