Independent Trust Administrative Specialist III

Union Bank & Trust; Lincoln (NE); On-site; USD 55,000 - 90,000; Full time

Job summary

Union Bank & Trust is seeking a Personal Trust Administrative Specialist 3 to perform a broad range of administrative duties for assigned trust accounts. You will work with Trust Officers to handle client requests and maintain meticulous records.

The role requires extensive trust administration experience and proficiency in Microsoft Office and financial software. Collaboration with Trust Officers and senior staff is essential to ensure compliance and high service standards.

Qualifications

• 7-10 years trust administrative experience or paralegal work preferred.
• 2-4 year college degree preferred.
• Proficient with Microsoft Office and financial software.

Responsibilities

• Interact with customers via phone, email, in person, or at their home.
• Sort, distribute and process daily mail and imaging of electronic files.
• Draft correspondence and reports for assigned accounts under supervision of Trust Officers.
• Administer trusts, estates, IRAs and agency accounts without direct supervision for most tasks.
• Create and manage account files; handle opening/closing processes using Workflows.
• Assist with financial needs for clients including bills, subscriptions, and insurance claims.
• Respond to tax and investment questions; monitor asset allocations and overdrafts.
• Prepare income projections, date of death valuations, and AELs for meetings.

Skills

Trust admin experience

Paralegal experience

Microsoft Office

Education

2-4 year degree preferred

Tools

Microsoft Office

Financial software

Job description

Union Bank & Trust is seeking a Personal Trust Administrative Specialist 3 to perform a broad range of administrative duties for assigned trust accounts. You will work with Trust Officers to handle client requests and maintain meticulous records.

The role requires extensive trust administration experience and proficiency in Microsoft Office and financial software. Collaboration with Trust Officers and senior staff is essential to ensure compliance and high service standards.