Trust Administrator

About the role

We are looking for a detail‑oriented Trust Administrative Assistant to support trust administration operations for a Financial Services organization in Milwaukee, Wisconsin. This contract position offers a path to a permanent role, is fully onsite, and provides the opportunity to contribute to a team that manages sensitive client and asset‑related administrative work. The role partners closely with Trust Officers and internal departments to keep records accurate, coordinate reporting, and help maintain smooth daily operations.

Responsibilities

• Provide daily administrative support for trust administration activities while partnering with Trust Officers to ensure work is completed accurately and on schedule.
• Handle annuity and other manually tracked asset transactions, maintaining current values and organized supporting documentation.
• Coordinate insurance‑related records by collecting statements, reviewing policy information, and working with external vendors as needed.
• Assist with the setup and maintenance of brokerage relationships, including account openings, online access arrangements, data connectivity, and authorized signer updates.
• Support account administration tasks for payment card programs by opening and closing cards and preparing monitoring reports to identify unusual usage patterns.
• Prepare board‑related materials and operational reports, and help organize information needed for internal review and decision‑making.
• Provide backup coverage to cross‑functional teams such as case management, wealth management, settlements, pooled trusts, and other administrative support areas.
• Help maintain specialized files and systems access, including records that require additional software components or controlled access methods.
• Contribute to team development by assisting with training for less experienced administrators and participating in committee‑related work or special initiatives.
• Update client activity and administrative records in internal databases while supporting mailing changes, software‑related administrative updates, and trust reporting needs.

Qualifications

• High school diploma or equivalent required; a bachelor's degree is strongly preferred.
• At least 2 years of experience in an administrative support role, preferably within financial services, trust administration, or a related office environment.
• Working knowledge of Microsoft Office applications and confidence performing data entry, reporting, and general administrative tasks.
• Experience handling insurance, investment, brokerage, or other financial account documentation is preferred.
• Ability to manage multiple priorities independently, stay organized, and maintain accuracy in a fast‑paced office setting.
• Strong verbal and written communication skills with a detail‑focused approach to client and team interactions.
• Sound judgment, discretion, and the ability to escalate issues appropriately when needed.
• Bilingual English and Spanish communication skills are a plus.

Benefits

• Medical, vision, dental, life, and disability insurance.
• Eligibility to enroll in a company 401(k) plan.
• Access to online training and career development resources.