Hybrid Trust Administrative Specialist II

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

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.