Union Bank & Trust · 2 months ago
Personal Trust Administrative Specialist 2
Omaha, NE
Full-time
Hybrid
Mid Level
3+ years expUnion Bank & Trust is seeking a Personal Trust Administrative Specialist 2 to perform various administrative duties related to trust accounts. The role involves greeting customers, completing correspondence, managing financial needs, and assisting with trust account operations under the supervision of Trust Officers.
Financial Services
Responsibilities
Greet customers via telephone calls, in person, or at their home, and answer routine questions and requests
Sort and distribute daily mail, obtain account information related to correspondence, and respond when appropriate
Complete correspondence and reports, document imaging, set appointments, and handle client requests for Trust Officer’s accounts
Administer less complex trusts, estates, individual retirement accounts, and agency accounts without direct supervision of the Trust Officer
Create account files, administer accounts as they are opened and closed, and utilize Workflows for all new, existing and closing accounts
Assist with managing financial needs for clients, including but not limited to interacting with various businesses and agencies, filing insurance claims, bills & subscriptions, purchases & sales, and other matters that arise
Assist with monitoring daily operations of trust accounts while working with the Trust Officers and Investment Officers. Assist with monitoring proper asset allocation, responding to customers’ tax and investment questions, and handling excess monies and overdrafts through timely buys and sells as necessary
Assist with preparing necessary income projections, date of death valuations, Asset Expense Listings (AEL’s) and other material required for client meetings and estate & trust settlements
Assist with the department’s tax reporting process, which includes informational tax reporting and fiduciary, individual, estate and gift tax return preparation and compliance
Interacts closely with Trust Officer concerning trust accounts to ensure knowledge of all responsibilities within the Personal Trust Department
Assist Trust Officer with marketing trust services to prospects and professionals
Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required
Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies
Regular and reliable attendance is an essential function of this position
Perform other job related duties or special projects as assigned
Qualification
Required
Minimum of 3-5 years trust administrative experience required. Applicable work experience may substitute
2 year college degree preferred
Proficient knowledge in Microsoft Office products and in working with other financial software
Valid Nebraska Driver's license
Preferred
Accurate and detailed
Effective communicator – Written & verbal
Customer service oriented
Organized
Time efficient
Self-directed and takes initiative. Ability to work effectively with a multitude of Trust Officers, Investment Officers, COI's and other staff
Team Player
Company
Union Bank & Trust
Most banks offer similar services. It’s how those services are delivered and how the bank treats you as an individual that sets it apart.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Angie Muhleisen
President and CEO
Dave Dickson
President/CEO and Director of First Union Financial Corporation
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