Apply on Employer Site

Union Bank & Trust · 4 hours ago

Personal Trust Administrative Specialist 3

Omaha, NE

Full-time

Hybrid

Senior Level

7+ years exp

Union Bank & Trust is seeking a Personal Trust Administrative Specialist 3 to perform administrative duties for personal trust accounts. The role involves working with clients, managing accounts, and ensuring compliance with bank policies, while maintaining a high level of responsibility and independence in administering trusts and estates.

Financial Services

Culture & Values

Hiring Manager

Anita Schinstock

Responsibilities

Ability to work with all levels of customers via phone, e-mail, in person, or at their home, and answer and/ or complete a majority of questions and requests. The ability to think critically is of utmost importance, as well as understanding when to involve Trust Officers

Sort, distribute and process daily mail, including processing bills, responding to requests, completing forms, etc. and determining when Trust Officer input is necessary. Accurately and timely imaging & maintaining electronic files is also important

Independently and professionally draft correspondence and reports and handle a majority of client requests for assigned accounts and as Trust Officer requests

Administer all but the most complex trusts, estates, individual retirement accounts, and agency accounts or tasks without direct supervision of Trust Officers

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

Monitor daily operations of trust accounts while working with the Trust Officers and Investment Officers. Assis 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

Prepare 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 Officers concerning trust accounts to ensure knowledge of all responsibilities within the Personal Trust Department

Assist Trust Officers 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

Trust administrationFinancial software proficiencyMicrosoft Office proficiencyParalegal experienceSelf-directedEffective communicationOrganizational skillsTeam player