Estate & Trust Officer - Hybrid Opportunity

Union Bank & Trust Company; Lincoln (NE); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Hybrid work option

Job summary

Union Bank & Trust Company in Lincoln, NE is seeking a Trust Officer to provide full administration of trusts, estates, agencies and conservatorships. You will serve as the primary contact for client accounts, coordinating with attorneys and professionals to finalize estate plans and ensure regulatory compliance.

The role requires 3–5 years of trust/banking experience, strong knowledge of estate planning and fiduciary tax, and proficiency with Word/Excel.

Qualifications

• Bachelor's degree in Business Administration, Accounting, Finance or comparable Personal Trust experience preferred.
• Law degree, CPA designation or advanced attendance at professional trust school desired.
• Minimum 3–5 years trust administrative and/or banking experience preferred.
• Well-developed knowledge in Estate Planning, Personal Trust Administration, Tax (fiduciary, estate and individual), Wealth Management and Business Development is preferred.
• Proficient in Microsoft Word, Excel and in working with other financial software.
• Valid Nebraska Driver's License.

Responsibilities

• Provide complete administration of assigned customer accounts, including trusts, estates, agencies and conservatorships.
• Act as a primary contact person for assigned customer accounts and manage them according to governing standards and with regard for the specific needs of the principals, beneficiaries and remaindermen.
• Consult with clients and representing attorneys concerning the preliminary draft, and final details of client-specific provisions within their Estate Plans.
• Administer simpler and less complex trusts, estates, individual retirement accounts, and agency accounts.
• Create account folders, administer accounts as they are opened and closed, and establish account reference files.
• Interact with various businesses and agencies when filing necessary Medicare/insurance claims, nursing home insurance claims, bills or subscriptions.
• Monitor daily operations of trust accounts with the investment officer.
• Prepare or assemble necessary income projections, death valuation, and other material required for client and committee meetings.
• Assist with the department's tax reporting process, which includes informational tax reporting and fiduciary, individual, estate and gift tax return preparation and compliance.
• Assist Trust Services Advisors with marketing trust services to prospects and professionals.
• Ensure direct reports are trained and comply with bank policy, laws and regulations applicable to their roles.
• Understand and adhere to all bank policies, laws and regulations applicable to their role.
• Report all compliance issues, violations of law or regulations in accordance with the steps defined in Bank policies.
• Perform other job-related duties or special projects as assigned.
• Regular and reliable attendance is an essential function of this position.

Skills

Strong decision-making skills

Independent with good judgment

Effective communicator

Self-directed and takes initiative

Highly analytical

Customer oriented

Education

Bachelor's degree in Business Administration, Accounting, Finance or comparable Personal Trust experience preferred

Tools

Microsoft Word

Microsoft Excel

Financial software

Job description

Union Bank & Trust Company in Lincoln, NE is seeking a Trust Officer to provide full administration of trusts, estates, agencies and conservatorships. You will serve as the primary contact for client accounts, coordinating with attorneys and professionals to finalize estate plans and ensure regulatory compliance.

The role requires 3–5 years of trust/banking experience, strong knowledge of estate planning and fiduciary tax, and proficiency with Word/Excel.