Trust Administrator II

This position is 100% in the office, located in Milwaukee, WI.

Responsibilities

• Provide day-to-day administrative support for all trust administration aspects under the Trust Officers' guidance and direction.
• Provide support and backup to other teams (i.e., Case Management, Wealth Management, Settlement, Pooled Trusts, and South Dakota operations).
• Process transactions for annuities and other manually maintained assets; maintain their accurate values.
• Manage a collection of insurance statements and review policies through life insurance vendor.
• Manage PAL files that require plug-ins for access.
• Assist with maintaining True Link accounts by opening and closing cards and providing reports monitoring usage risk.
• Assist with establishing new brokerage accounts, data feeds, online access, and updating authorized signer information with investment advisors.
• Serve on a committee or support committee initiatives.
• Support new and developing Trust Administrators by providing training.
• Prepare reports and books for Board.
• Manage changeover of TO mailings and software updates.
• Understand the trust accounting reporting system and assist with developing reports as needed.

Competencies

Communication Skills

• Use professional oral and written skills to project a positive image of the Company.
• Interact professionally with clients and associates.
• Possess excellent verbal, written, and interpersonal communication skills.
• Be aware of and follow company policies for electronic communications and internet use.

Computer/Technical Skills/Subject Matter Expertise

• Display proficiency using standard office equipment such as a computer, fax, photocopier, scanner, telephone, etc.
• Proficiency using Microsoft Office Suite of applications.
• Ability to understand/learn basic fiduciary and trust administration concepts.
• Understand and follow company policies regarding information security, including password and multi-factor authentication.

Organization

• Good time management skills.
• Ability to balance competing priorities with little direction.
• Regularly update client interactions in CRM database.

Judgment

• Work as a competent member of the team, willingly providing back-up support for co-workers when appropriate and actively supporting group goals.
• Demonstrate basic knowledge of the business and the Company.
• Exhibit sound judgment and the ability to make reasonable decisions in the absence of direction.
• Swiftly refer problems/issues to the appropriate person(s) when necessary.
• Able to identify common attempts at information security scams, like email phishing.

Qualifications

• High school diploma or GED equivalent.
• Bachelor's degree highly desired.
• Experience working in the financial services industry or trust administration.
• Administrative experience in an office setting preferred.
• Experience working in investments a plus.
• Bilingual in English/Spanish preferred.
• Professional appearance.

Benefits

• 100% employer-paid health, dental, life, and long-term disability insurance for the individual employee.
• 401(k) plan with a 4% employer match.
• Voluntary short-term disability insurance.
• Employer-paid off-street parking.
• Opportunities for advancement.