Administrative Specialist 2

Union Bank & Trust Company; Lincoln (NE); Hybrid; USD 48,000 - 64,000; Full time

Job summary

Union Bank & Trust Company in Lincoln, Nebraska, is seeking a Personal Trust Administrative Specialist 2 to handle administrative duties, greet clients by phone or in person, prepare correspondence, and manage trust accounts under supervision.

The role supports Trust Officers and Investment Officers, handles less complex trusts, estates, IRAs, and agency accounts, and contributes to tax reporting, account openings, and client meetings. A hybrid work-from-home option is available after onboarding.

Qualifications

• 3-5 years trust administrative experience required.
• 2-year college degree preferred.
• Proficient knowledge in Microsoft Office products and in working with other financial software.
• Valid Nebraska Driver's license.

Responsibilities

• Greet customers via telephone, in person, or at their home and answer routine questions.
• 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, IRAs, and agency accounts without direct supervision of the Trust Officer.
• Create account files, administer accounts as opened/closed, and use Workflows for new/existing/closing accounts.
• Assist with managing financial needs for clients, including interactions with businesses and agencies, filing insurance claims, bills & subscriptions, purchases & sales, etc.
• Assist with monitoring daily trust account operations, asset allocation, tax questions, overdrafts, and timely buys/sells as needed.
• Assist with preparing income projections, date of death valuations, Asset Expense Listings, and materials for client meetings and estates/trust settlements.
• Assist with the department's tax reporting process including fiduciary, individual, estate and gift tax returns.

Skills

Trust administration

Microsoft Office

Financial software

Communication

Education

2-year college degree

Job description

Position Summary: The Personal Trust Administrative Specialist 2 performs administrative duties including greeting customers via telephone calls, in person, or at their home, completing correspondence and reports, document imaging, and handling client requests for Trust Officer's accounts. This level of position administers less complex trusts, estates, individual retirement accounts, and agency accounts or tasks without direct supervision of the Trust Officer.

Essential Functions

• 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.

Qualifications:

• 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 Talents:

• 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

Working Environment:

Indoor work not exposed to outdoor elements or hazards.

Some sedentary work and occasional lifting and/or carrying up to ten pounds.

This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.

PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.