A strong financial organization is actively seeking a dynamic and experienced Trust Administrator to join its team. The ideal Trust Administrator will have 2-5 years of experience working with a reputable trust department or company. This role involves managing trust accounts, ensuring compliance with regulations, and providing exceptional client service. This is a great opportunity for the right Trust Administrator to continue to grow their career.
Responsibilities:
- Administer trust accounts in accordance with legal and company standards
- Conduct regular account reviews and ensure compliance with relevant laws and regulations
- Provide expert advice and support to clients on trust-related matters
- Prepare and maintain accurate documentation and records
- Collaborate with legal, financial, and tax professionals to optimize trust management
Qualifications:
- 2-5 years of experience as a Trust Administrator or similar field
- Proven track record with a reputable trust company
- Strong knowledge of trust laws and regulations
- Excellent organizational and communication skills
- Detail-oriented with strong analytical abilities
BENEFITS:
- Competitive compensation package
- Great benefits package including: generous PTO, health, dental, vision, automatic 401(k) % contribution
- Opportunity for advancement and leadership roles
If you are a proactive trust administrator with strong problem-solving skills, excellent communication, and meticulous attention to detail, we invite you to apply for this exciting opportunity to contribute to the growth and success of a strong trust company.
Contact your local Wisconsin finance recruiter, Joe Albert to learn more about this Trust Administrator position and other banking/finance opportunities throughout the state.
Joe Albert
Director | gpac
To be considered, please apply with a resume. You can email me directly at: joe.albert@gogpac.com
Follow me on Linkedin: Joe Albert