Hybrid Trust Admin Specialist – Client Support & Estate Ops

Union Bank & Trust; United States; Hybrid; USD 40,000 - 70,000; Full time

Benefits offered by this job

Hybrid work from home opportunity

Hybrid work arrangement

Job summary

Union Bank & Trust is seeking a Personal Trust Administrative Specialist 1 to greet clients, prepare correspondence, and manage routine trust accounts under supervision. You will process estate, IRA, and agency accounts with accuracy and timely communication.

The role emphasizes strong Microsoft Office skills, attention to detail, and reliable attendance, with a hybrid work-from-home option after onboarding.

Qualifications

• Minimum of high school degree or GED.
• Trust administrative experience preferred; applicable work experience may substitute.
• Proficient knowledge in Microsoft Office products and in working with other financial software.

Responsibilities

• Greet customers via telephone, in person, or at their home and answer routine questions.
• Sort and distribute daily mail, obtain account information and respond as 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 with direct supervision.
• Create account files and manage accounts as opened/closed; use Workflows for accounts.
• Assist with managing financial needs for clients and related tasks.
• Monitor daily operations of trust accounts with Trust Officers and Investment Officers.
• Prepare income projections, date of death valuations, and Asset Expense Listings for client meetings.

Skills

Trust administrative experience

Detail oriented

Reliable attendance

Effective communicator

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Union Bank & Trust is seeking a Personal Trust Administrative Specialist 1 to greet clients, prepare correspondence, and manage routine trust accounts under supervision. You will process estate, IRA, and agency accounts with accuracy and timely communication.

The role emphasizes strong Microsoft Office skills, attention to detail, and reliable attendance, with a hybrid work-from-home option after onboarding.