Hybrid Trust Officer - Estate and Wealth Management

Union Bank & Trust; Lincoln (NE); Hybride; USD 70 000 - 100 000; Plein temps

Avantages offerts par ce poste

Hybrid work from home

Résumé du poste

Union Bank & Trust seeks a Trust Officer to manage assigned trust and estate accounts, acting as the primary client contact and ensuring compliance with governing standards. The role covers administration of trusts, estates, agencies, and conservatorships, with collaboration across departments to support client needs.

Responsibilities include client consultations, asset coordination, and assisting with tax reporting and estate planning details.

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.

Responsabilités

• 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 principals, beneficiaries and remaindermen.
• Consult with clients and representing attorneys concerning the provisional and final details of client-specific provisions within Estate Plans.
• Administer simpler and less complex trusts, estates, IRAs, and agency accounts; potential advancement to AVP & Trust Officer.
• Create account folders, administer accounts as opened/closed, and establish reference files.
• Interact with businesses and agencies for Medicare/insurance claims and related bills or subscriptions.
• Monitor daily operations of trust accounts with the investment officer; address tax and investment questions; handle excess funds and overdrafts.
• Prepare income projections, death valuation, and materials for client and committee meetings.
• Assist with tax reporting process including fiduciary, estate and gift tax returns.
• Assist Trust Services Advisors with marketing trust services and reviewing estate plans; support new business development goals.
• Ensure staff compliance with bank policies, laws and regulations; monitor internal controls and address performance issues.
• Complete compliance training; follow internal processes and controls; report issues as required.
• Perform other duties or projects as assigned; maintain regular attendance.

Connaissances

Strong decision-making

Independent with good judgment

Effective communicator

Self-directed initiative

Analytical problem-solving

Customer focus

Formation

Bachelor’s degree in Business/Finance/Accounting or comparable trust experience

Law degree / CPA designation or trust school desired

Outils

Microsoft Word

Excel

Financial software

Description du poste

Union Bank & Trust seeks a Trust Officer to manage assigned trust and estate accounts, acting as the primary client contact and ensuring compliance with governing standards. The role covers administration of trusts, estates, agencies, and conservatorships, with collaboration across departments to support client needs.

Responsibilities include client consultations, asset coordination, and assisting with tax reporting and estate planning details.