Trust Administrator II

Job Description

Job Description

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 ResponsibilitiesProficiently carry out the responsibilities of a Trust Administrator I.Provide support and backup – to other teams (i.e., Case Management, Wealth Management, Settlement, Pooled Trusts, and South Dakota operations.)Process transactions for annuities and other manually maintained assets. Maintain the accurate value of annuities and other manually maintained assets.Manage a collection of insurance statements and review policies through life insurance vendor.Manage PAL files that require plug-ins for access.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.Serve on a committee or support committee initiatives.Support new and developing Trust Administrators by providing training.Prepare reports and books for Board.Manage changeover of TO mailings and software updates.Understanding the trust accounting reporting system and assisting with developing reports as needed. Competencies Communication SkillsUse professional oral and written skills to project a positive image of the Company.Always interact professionally with clients and associates.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 ExpertiseDisplay proficiency using standard office equipment such as a computer, fax, photocopier, scanner, telephone, etc.Proficiency using Microsoft Office Suite of applications.Ability to understand/learn basic fiduciary and trust administration concepts. Understands and follows company policies regarding information security including password and multi-factor authentication. OrganizationGood time management skills.Ability to balance competing priorities with little direction.Regularly update client interactions in CRM database. JudgmentWork as a competent member of the team, willingly providing back-up support for co-workers when appropriate and actively supporting group goals.Demonstrate basic knowledge of the business and the Company.Exhibit sound judgment and the ability to make reasonable decisions in the absence of direction.Swiftly refer problems/issues to the appropriate person(s) when necessary.Able to identify common attempts at information security scams, like email phishing. Role QualificationsHigh school diploma or GED equivalent.Bachelor 's degree highly desired.Experience working in the financial services industry or trust administration.Administrative experience in an office setting preferred.Experience working in investments a plus.Bilingual in English / Spanish preferred.Professional appearance. Job location – Milwaukee, WIBenefits – 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.