Job Description

Job Description

Job Description

We are in search of an Assistant Trust Officer to add value to our team in the Financial Services industry, based in Milwaukee, Wisconsin, 53204, United States. This role offers a contract to permanent employment opportunity. As an Assistant Trust Officer, you will be instrumental in supporting trust administration, managing compliance functions, and maintaining client relationships.

Responsibilities:

• Serve as a key point of contact for client distribution inquiries, ensuring a prompt and effective response.
• Oversee the setup of new trust accounts, which includes drafting letters, preparing welcome packets for customers, and handling initial trust distributions.
• Assist with the preparation of court accountings under the guidance of a Trust Officer.
• Compile Trust Committee reports and minutes.
• Manage client-related documentation for account terminations, personal caregiver applications, and other related tasks.
• Support Senior Trust Officers in maintaining existing relationships with clients.
• Oversee the administration of a complex portfolio of personal trust accounts, which may include supporting the administration of pooled trusts.
• Supervise the work of Trust Administrators as part of managing assigned compliance functions.
• Maintain client files through regular filing and updating.
• Assist Trust Officers with the distribution of trust tax returns.
• Provide coverage for Trust Officers as required.• Minimum of 5 years experience in the financial services industry
• Proficiency in ADP - Financial Services
• Familiarity with Banner Ads
• Proficient in using Cisco Webex Meetings for virtual communication
• Experience with Concur for expense management
• Proficient in using CRM systems for customer relationship management
• Familiarity with About Time for effective time management
• Experience in budget processes within the financial services industry
• Strong calendar management skills
• Excellent communication skills, both verbal and written
• Experience in organizing and managing conference calls
• In-depth knowledge of the banking industry

Job Tags

Permanent employment, Contract work, Remote job,

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